Get Started with BoardingPass®

One of the biggest challenges to collective investment trust (CIT) adoption historically has been paper-based, time-consuming
onboarding. With BoardingPass, tasks that typically take days, weeks, or even months to finish can now be completed in just a few hours.

In this quick-start guide, you’ll receive step-by-step instructions on how to navigate easily through the platform—covering various tasks such as registration, new fund requests, adding advisor offices, and more. If you have any questions or would like to see BoardingPass in action, contact your Qualified Plan Strategist or request a demo.