Copia Client Launchpad

Copia Wealth Management

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Copia Client Launchpad

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Client Launchpad

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Click "+ New Client" to begin an onboarding workflow

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Client Timeline

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Contra Firm / Account Type	Contra Acct #	Transfer Type	Statement Value	Date Initiated	Status	Receiving Acct # ↕	Receiving Reg.	Date Expected	Date Received	Deposited Value	Schwab Request ID	Notes

New Client Launchpad

Client Name

Opportunity Owner

Mark Task Complete

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Archive Client?

This will remove from the active dashboard.

Create Client Folder

Review the folder name below. Edit if needed, then click "Create Folders" to set up the client's SharePoint folder structure.

Folder Name

Location: Documents / COPIA WM (Consolidated) / Client Files

Subfolders to be created

📁 Statements

📁 SEC

📁 Trust Documents