This page runs the platform's Python onboarding code in your browser, unchanged, through Pyodide. Each run follows the RIA firm onboarding and client account opening process maps. It stops where the map waits for a person, and you can make that person's decision to see the next branch.
Synthetic data. Rules and citations are a reference design, not legal advice. Process maps · Source code
Rules apply the versions in force on this date. Try 2026-02-12 for the entity account (before FinCEN's beneficial ownership relief), or 2028-01-01 for an account under Granite Peak (the SEC staff reliance relief ends).
The application package the AI reads
Loading Python in your browser
Downloading the runtime (about 10 MB, cached after the first visit)…