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RIA Operators
1.1k members • Free
1 contribution to RIA Operators
Jun '23 •
Organizing Client Folders
We currently are in the process of standardizing our client folders (LONG overdue). We came up with what we think works for our firm, but I'm curious to see what everyone else's "standard" looks like! See attached image for what we are thinking of:
1 like • 19d
@Jason Hurwitz The RIA I previously worked at used a similar convention, but did it the opposite, ("Hurwitz, Jason PER IRA 123 Trade Confirm 06.12.2023" - they also liked to limit company names to 3 letters and include the last 3 digits of the account number) but your way is absolutely beautifully more organized by being chronological. I'm going to propose this idea to the new RIA I'm at.
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@jessaka-powers-7957
As the "Type-A Jessica," I bring a detailed eye and a decade of experience to RIA client service operations in the Bellevue, WA area.
Active 5d ago
Joined Jan 15, 2026
ENFJ
Bellevue, WA
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