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For Providers

Make your bank easier
to do business with.

Provider onboarding and account-opening software for banks serving self-directed retirement. Help providers prepare applications, follow progress, and stay informed.

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Providers fill out on behalf of their customer.

Oakline RetirementProvider portal

ApplicationsClaire Bennett

Claire Bennett

Draft

New customer application

6 / 6 details prepared

First name
Claire
Last name
Bennett
Email address
[email protected]
Account type
Traditional IRA
Primary beneficiary
Jordan Bennett
Beneficiary allocation
100%
Customer instruction.pdfAttached

Prepared by the provider. The customer reviews, verifies their identity, and signs.

The customer fills, reviews, and signs

The preparation is complete.The customer has three next steps.

  1. Review their detailsConfirm the information prepared for them.
  2. Verify their identityComplete required information and identity checks.
  3. Sign their documentsProvide the required signatures.

Provider preparation is read-only after handoff.

Providers have controlled visibility.

Check the next step

Claire’s application

  • Customer reviewComplete
  • Identity verificationComplete
  • Required signatureNeeded from Claire

One clear next step to share.

Claire Bennett

Text message

10:42 AM
  1. Claire · Customer

    Hi, is there anything else you need from me?

  2. Provider

    Let me check your application.

  3. Provider

    It looks like we’re just missing your signature. Here’s a link for the final step.

    Delivered
  4. Claire · Customer

    Perfect, thank you. I’ll take care of it.

... And the application is approved.

Application review

Maya Chen · Bank operations

Application details

Customer
Claire Bennett
Account type
Traditional IRA
Primary beneficiary
Jordan Bennett · 100%

Identity check Complete

  1. Customer detailsApplication information checked
    Reviewed
  2. Signed application3 of 3 signatures received
    Reviewed
  3. Final decisionReady to open the account
    Approved

Maya Chen approved the application.

Approved for account opening

Bank-only view. Internal review details stay with the bank.

Control the provider's visibility into opened accounts.

Custom access tiers and agreements, fully defined by you.

Bank permissions

A tier is a named set of permissions assigned to a provider firm.

Applications: status and progress after handoff.

Opened accounts: details, balances and transactions.

What this provider can see

Applications

Progress visible

SSNs, identity documents and internal compliance reviews always stay restricted.

Scroll to watch the provider prepare an application.

A provider portal built around your bank.

From the first application to the opened account, Crown gives providers answers they can act on. Your bank defines how much they can see.

Provider-led application preparation

Providers start applications on behalf of their customers, fill in permitted details, and add supporting paperwork before handoff. Give each new customer a head start on opening a self-directed retirement account.

A clear customer handoff

Customers complete any remaining information, review the application, verify their identity, and sign. Provider editing ends at handoff, keeping the customer’s review and required steps in their hands.

Application status without the follow-up

With access granted by your bank, providers can check each signer’s application, verification, and signature progress. They can answer customer questions and explain the next step without asking the bank for an update.

Approval under your bank’s rules

Approval can be 100% automatic after Crown’s extensive identity verification and OFAC checks. Your bank fully customizes the approval rules, including when an application needs review by your team.

Visibility after the account opens

Keep providers connected to their customers after onboarding. Your bank can grant access to account details and status, or include balances and transaction history with Full account access. Identity documents and internal compliance information stay restricted.

Provider tiers defined by your bank

A provider tier is a named set of access permissions assigned to a provider firm. Set application visibility and opened-account visibility independently, so each firm sees the information your bank permits.

More about provider access.

The details behind a better provider experience.

Can providers get a head start?

Providers can fill out applications before inviting customers to complete their steps.

What about the paperwork?

Providers can add permitted paperwork, including trust documents and operating agreements.

Can it carry the provider’s brand?

Each provider can have its own portal name, logo, and application URL.

Can providers share an application link?

Create a shareable application link with the account type and customer details prefilled.

What’s left for each signer?

Providers can see each signer’s verification, application, and signature progress.

Can providers edit after handoff?

Provider editing ends at handoff, so the customer can review and complete their steps.

Who makes the approval decision?

Approval can be 100% automatic after Crown’s extensive identity verification and OFAC checks, with fully customizable bank rules.

Are identity documents shared?

Providers see permitted supporting paperwork. Identity documents stay restricted.

Does visibility continue after opening?

Bank-granted access lets providers see account details and open or closed status.

Can providers see financial activity?

Full account access includes balances and transaction history, when granted by your bank.

What is a provider tier?

A named permission profile your bank assigns to a provider firm.

Can the two access levels differ?

Your bank sets application visibility and opened-account visibility independently.

Give providers a reason to choose your bank.

A workspace they can rely on for the next customer conversation. See how Crown fits your provider network.

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