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account-opening-workflow

Design and operate back-office account opening processes from application intake through activation.

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-opening-workflow

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

Design and operate back-office account opening processes from application intake through activation. Use when building account opening automation or improving STP rates, reducing NIGO rejection rates from custodians or clearing firms, defining document requirements for trusts entities IRAs or estate accounts, implementing approval workflows and regulatory holds for complex account types, setting up multi-custodian account opening across Schwab Fidelity or Pershing, designing account numbering titling or classification schemes, troubleshooting account opening failures or processing delays, integrating with custodian or clearing firm submission systems, or benchmarking account opening cycle times and operational efficiency.

Use cases: documents, design, productivity

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-opening-workflow

What's inside

Skill name
account-opening-workflow
Description
Design and operate back-office account opening processes from application intake through activation. Use when building account opening automation or improving STP rates, reducing NIGO rejection rates from custodians or clearing firms, defining document requirements for trusts entities IRAs or estate accounts, implementing approval workflows and regulatory holds for complex account types, setting up multi-custodian account opening across Schwab Fidelity or Pershing, designing account numbering titling or classification schemes, troubleshooting account opening failures or processing delays, integrating with custodian or clearing firm submission systems, or benchmarking account opening cycle times and operational efficiency.
License
unknown
Instructions
346 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-opening-workflow skill. Agent Mart. https://agentmart.dev/skills/jadegate-account-opening-workflow (last updated 2026-10-24)