Use this Integration Goldman Sachs Custody Solutions Contact Goldman Sachs Custody Solutions

Goldman Sachs Custody Solutions

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What this integration does

Automatically send Feathery workflow data to Goldman Sachs Custody Solutions to open custodial accounts without re-keying client information.

What you need

An active Feathery account and workflow
An active Goldman Sachs Custody Solutions account

Who this integraiton is for

Wealth management teams that use Feathery to open accounts through Goldman Sachs Custody Solutions. That information can be collected directly from clients, extracted from spreadsheets and financial statements, or pulled from existing systems such as a CRM or another custodian.

Goldman Sachs Custody Solutions is an RIA custodian built for independent advisors. It pairs a digital-forward platform with Goldman Sachs’ institutional-grade capabilities. Connecting it to Feathery lets teams bring client information together in one workflow and pass it into the Goldman Sachs Custody Solutions account-opening process with less manual entry.

How it helps

Using Feathery to automate Goldman Sachs Custody Solutions account openings can help teams:

Catch missing or invalid information before submission
Collect client data once and reuse it
Run one consistent onboarding process
Keep account opening connected to the rest of onboarding

Before you go live

Confirm which account types you’ll open through the integration, which fields your Goldman Sachs Custody Solutions setup requires, and whether any steps need advisor or compliance review before submission.

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How to connect Feathery to Goldman Sachs Custody Solutions

Open the Feathery workflow you want to connect to Goldman Sachs Custody Solutions, then go to the Integrations tab.

Select the Goldman Sachs Custody Solutions integration and authenticate with your Goldman Sachs Custody Solutions account.

Click Connect to enable the integration.

Go to the Logic tab, then the API connector subtab. Create a new API connector, select Goldman Sachs Custody Solutions, choose your action, and map your Feathery fields to the Goldman Sachs Custody Solutions fields.

Create a logic rule that triggers the API connector at the right point in your workflow.

‍Get started in Feathery!

Charles Schwab

Fidelity

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