Real-Time Account Opening
Open accounts in minutes instead of days
Turn client conversations into completed account applications. Jump brings together the client data you already have, captures missing details live, and helps you move to signature and opened account before the meeting ends.
Trusted by over 50,000+ advisors at top firms.
The hidden costs of manual account opening
Opening a client account takes an average of two hours of manual work spread over 8-15 days of client back-and-forth*. Advisors and operations teams collect and confirm client information, re-enter it into applications, and rework NIGOs, delaying account opening and funding. Jump’s real-time account opening helps firms open accounts in just 10 minutes, so they can spend more time supporting their clients and grow AUM faster.
40%
of ops capacity spent on account opening paperwork
150+
data points gathered per account application
25%+
industry average NIGO rate
8-15
average days from meeting to funded acount
*Source: Dispatch proprietary research based on customer sales conversations, 2026.
Feature Overview
Keep the momentum. Lose the paperwork.
Spend less time on forms and more time with clients. Open Schwab or Fidelity accounts in minutes.
Less manual data entry
Prefill applications with client information you already have, so your team doesn’t have to enter it again.
Less repetition for clients
Capture missing or outdated details as clients speak, without making them repeat what they’ve already shared.
Fewer delays and less rework
Catch application issues while the client is there to help resolve them faster.
Fewer follow-ups after the meeting
Review the application together, send it for signature, and open the account before the conversation ends.
From client context to open account in minutes
Give every application a head start
Your client has already shared a lot. Jump brings together that information and prefills applications from prior meetings, documents, form submissions, and CRM data. Spend the meeting confirming details instead of asking for everything again.
Complete the application in real time
See what’s missing before you meet. Jump flags missing or outdated information in the application so you know what to ask your client. As they answer in the meeting, Jump fills the application live, so you can focus on the conversation instead of typing into forms.
Review, sign, and submit before the client leaves
Jump validates the application against custodian requirements so you can resolve missing or inaccurate details with the client on the call. Review it together and send it through Docusign for signature before the meeting ends, reducing follow-up and helping prevent not-in-good-order (NIGO) rework.
