Account Opening Workflow

by JoelLewis

Account Opening Workflow is an Automation skill for Claude Code, published by JoelLewis in finance_skills.

184 stars35 forkson JoelLewis/finance_skillsAdded 2026/09/07+3% in starsRepository updated 2026/07/18

View source on GitHub Download repo ZIP

claudeclaude-codecompliancefinancefinancial-servicesskillswealth-management

Install in seconds

Install Account Opening Workflow

Copy Account Opening Workflow into your Claude Code skills folder. Run the command in your terminal, or review the source on GitHub before installing.

terminal

npx degit https://github.com/JoelLewis/finance_skills/tree/main/plugins/client-operations/skills/account-opening-workflow ~/.claude/skills/account-opening-workflow

Requires Node.js. Downloads this skill only — not the rest of the repository — into your Claude Code skills folder.

Without Node.js

git clone https://github.com/JoelLewis/finance_skills.git

Clones the whole repository, then copy the skill’s own directory into your skills folder yourself.

In this catalog

Source file: plugins/client-operations/skills/account-opening-workflow/SKILL.md in JoelLewis/finance_skills
Installs to: ~/.claude/skills/account-opening-workflow
Collection: One of 25 skills cataloged from this repository
Category: Automation — 2109 skills

What Account Opening Workflow does

Account Opening Workflow designs back-office pipelines from application intake through custodian submission and account activation. Use it to reduce NIGO rejections, define document requirements, and troubleshoot delays across custodians or account types.

Account Opening Workflow is cataloged under Automation on DirSkills. Account Opening Workflow comes from a repository tagged claude, claude-code, compliance, finance and financial-services.

Documentation

README

Excerpt

Account Opening Workflow

Core Concepts

Account Type Determination and Registration

Account type determination is the foundational decision in the account opening workflow. The registration type dictates the document requirements, approval gates, tax treatment, titling rules, and custodian submission path. Operations teams must maintain a comprehensive account type matrix that maps each registration type to its downstream processing requirements.

This is the opening of the README. Read the full README on GitHub.

Frequently asked about Account Opening Workflow

What else does JoelLewis publish alongside Account Opening Workflow?
Account Opening Workflow is one of 25 skills that DirSkills catalogs from JoelLewis/finance_skills, the repository it ships in. Its siblings there include Account Maintenance, Account Opening Compliance and Account Transfers. Each one is a separate skill with its own page in this directory, installs the same way Account Opening Workflow does, and is maintained by JoelLewis in that same repository. The rest of the collection is listed on the JoelLewis/finance_skills page.
How does Account Opening Workflow compare to other Automation skills?
Account Opening Workflow ranks #1889 by stars among the 2109 Automation skills in this catalog. The most-starred ones next to it are Autonomous Loops, Autonomous Agent Harness and Automation Audit Ops. DirSkills ranks by the star count of the repository each skill ships in, so that order reflects how popular those repositories are rather than any review of Account Opening Workflow against them. Open each page to compare what they document and how they install.