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Session #4821

Retirement Rollover Guidance Session

Advisor and customer are working through the same financial process.

In Progress

Shared checklist

3 of 7 complete

  • Confirm customer identity

  • Review current 401(k) account details

  • Compare rollover options

  • Complete rollover distribution form

  • !

    Sign required rollover paperwork

  • Advisor final review

  • Submit to plan administrator

Conversation

advisor

Welcome — I'll guide you through your 401(k) rollover today.

customer

Thanks, I wasn't sure which distribution option was right for me.

AccordHive Confidence Score™

43%readiness

Your process is almost ready. Complete the remaining items to move forward.

AccordHive guidance

Next Step: Complete the missing signature on the rollover distribution form. Once signed, your advisor can complete final review.

Activity

  1. Advisor highlighted rollover distribution form.

    Advisor · 10:21 AM

  2. AccordHive detected missing signature on distribution form.

    AccordHive · 10:18 AM

  3. Customer shared current 401(k) statement.

    Customer · 10:14 AM

  4. Advisor joined the session.

    Advisor · 10:02 AM

This is a front-end prototype for early feedback. No real documents, identities, or financial information are collected or stored.