LLC Account OnboardingStarting at $99
Streamlined digital onboarding for entity accounts. Collect ownership data, generate compliant documents, and capture e-signatures—all in one platform.
No seats. No minimums. Pay only for what you use.
See How It Works
Watch our platform demo to understand the complete workflow
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Why Firms Choose Entity Onboard
Purpose-built for the unique challenges of entity account management
$99 Per Account
Simple, transparent pricing for new LLC account openings. No hidden fees.
Compliance Ready
Purpose-built for broker-dealers and RIAs with full regulatory support.
Digital-First
Fully digital workflow from intake to e-signature. No paper, no delays.
Annual Attestation
Automated ownership verification at just $29 per LLC account per year.
Entity onboarding is broken
Most firms still use paper forms, manual data entry, and fragmented processes to open LLC accounts. It's slow, error-prone, and creates compliance risk.
- Manual PDF forms and wet signatures
- Scattered ownership data across systems
- No audit trail for regulatory exams
- Weeks to open a single entity account
Digital-first entity onboarding
Entity Onboard replaces the chaos with a streamlined, fully digital workflow designed specifically for broker-dealers and RIAs.
- Digital intake with smart forms
- Automated document generation
- Integrated e-signature workflow
- Complete audit trail for compliance
Ready to streamline your entity onboarding?
Join firms that have modernized their LLC account opening process. Get started with a personalized demo.
Request a Demo