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account-maintenance

Process account maintenance requests across the full account lifecycle.

Skill by JadeGate

IndexedLicense unknown★ 1
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Install

Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/jadegate-account-maintenance

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Process account maintenance requests across the full account lifecycle. Use when changing a client address or contact info and verifying identity, updating beneficiary designations after marriage divorce birth or death, re-registering or re-titling an account to a trust or new entity, selecting tax lot accounting methods or fixing cost basis records, applying legal holds compliance holds or Reg T freezes, setting up systematic withdrawals automatic investments or dividend reinvestment, processing a death notification or estate account setup, handling a QDRO or divorce decree for retirement accounts, responding to power of attorney or guardianship situations, closing accounts and managing escheatment, or designing periodic account review and data quality programs.

Use cases: data, security, finance, legal

Reviews

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Permissions

What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

Tools
No tools found
Secrets
None asked for
Install scripts
None found

Network hosts it talks to 1

  • codeload.github.com · found in install command

Files it touches

  • ~/.claude/skills/account-maintenance

What's inside

Skill name
account-maintenance
Description
Process account maintenance requests across the full account lifecycle. Use when changing a client address or contact info and verifying identity, updating beneficiary designations after marriage divorce birth or death, re-registering or re-titling an account to a trust or new entity, selecting tax lot accounting methods or fixing cost basis records, applying legal holds compliance holds or Reg T freezes, setting up systematic withdrawals automatic investments or dividend reinvestment, processing a death notification or estate account setup, handling a QDRO or divorce decree for retirement accounts, responding to power of attorney or guardianship situations, closing accounts and managing escheatment, or designing periodic account review and data quality programs.
License
unknown
Instructions
321 lines in SKILL.md · view on GitHub

Files (1)

  • SKILL.md

The license isn't open source, so the instructions aren't shown here. Read SKILL.md on GitHub

More from JadeGate/jadegate

Signals

Stars
1
Forks
1
Open issues
0
Last commit (this folder)
Apr 20, 2026 (6 months ago)

From GitHub (fetched Oct 24, 2026).

Details

License
License unknown
Repository
github.com/JadeGate/jadegate
Website
jadegate.io
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
GitHubgithub-graphql

More from JadeGate

Cite this page

account-maintenance skill. Agent Mart. https://agentmart.dev/skills/jadegate-account-maintenance (last updated 2026-10-24)