{"id":5838,"date":"2026-03-26T10:37:46","date_gmt":"2026-03-26T09:37:46","guid":{"rendered":"https:\/\/www.superdocu.com\/templates\/portfolio-manager-client-onboarding\/"},"modified":"2026-03-26T12:41:24","modified_gmt":"2026-03-26T11:41:24","slug":"portfolio-manager-client-onboarding","status":"publish","type":"sd_template","link":"https:\/\/www.superdocu.com\/en\/templates\/portfolio-manager-client-onboarding\/","title":{"rendered":"Portfolio manager client onboarding"},"content":{"rendered":"
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The Portfolio manager client onboarding<\/strong> template helps you collect documents and information in a structured, secure workflow. A template for portfolio managers to collect client information, documents, and investment preferences for account opening and ongoing management.<\/p>\n

Who is this template for?<\/h2>\n

This template is designed for professionals in Finance, KYC, Customers, Portfolio Management. It replaces messy email chains with a secure, branded client portal that collects everything you need in one place.<\/p>\n

How it works<\/h2>\n

This template includes 7 steps that your clients complete through a secure portal:<\/p>\n

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  1. Welcome<\/strong> (Information screen)<\/li>\n
  2. Personal Information<\/strong> (Form) – Fields: First Name, Last Name, Date of Birth, Country of Residence, Email Address and more<\/li>\n
  3. Account & Investment Profile<\/strong> (Form) – Fields: Primary investment objective, Investment horizon, Investment experience, Additional information<\/li>\n
  4. Identity Documents<\/strong> (Document upload) – Fields: Government-issued ID, Proof of address<\/li>\n
  5. Financial Documents<\/strong> (Document upload) – Fields: Proof of funds, Tax returns, Employment or income proof<\/li>\n
  6. Risk Tolerance Questionnaire<\/strong> (Form) – Fields: If your portfolio dropped 10% in a month, how would you react?, What level of portfolio volatility can you tolerate?, What is your primary concern when investing?<\/li>\n
  7. Thank You!<\/strong> (Information screen)<\/li>\n<\/ol>\n

    Documents collected<\/h2>\n\n\n\n\n\n\n\n\n\n
    Document<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
    Government-issued ID<\/strong><\/td>\nPassport, national ID card, or driver\u2019s license (photo and signature page).<\/td>\n<\/tr>\n
    Proof of address<\/strong><\/td>\nRecent utility bill, bank statement, or similar document showing your address.<\/td>\n<\/tr>\n
    Proof of funds<\/strong><\/td>\nRecent bank or brokerage statements showing liquid assets.<\/td>\n<\/tr>\n
    Tax returns<\/strong><\/td>\nLast two years of personal tax returns.<\/td>\n<\/tr>\n
    Employment or income proof<\/strong><\/td>\nPay stubs, employment letter, or other evidence of income.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Features included<\/h2>\n