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Open New Account(s)/Existing Relationship
Posted:April 30, 2025
Updated:May 5, 2025
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Definition:
Open a new account for an existing client who already has accounts at Croft.
Process
Standard new account setup through existing profile
Timeline
Cut-off time is 3 PM EST. Processing takes 1–2 business days if submitted on time.
What You Need to Know
Be sure to confirm if any updates to existing KYC or documentation are needed.
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