[
  {
    "grp": "fse2",
    "title": "Accounts, Custody & Authority (Embed)",
    "findTitle": "Accounts, Custody & Authority (Embed)",
    "category": "Financial Services",
    "cover": "fse-accounts-cover.png",
    "desc": "<p><strong>Accounts, Custody &amp; Authority</strong> — Update / setup form (auth-only) for Financial Advisors. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).</p><p>Where assets are held and what we’re authorized to do — references and names only, never account numbers or login credentials.</p><p><strong>What it collects (by section):</strong></p><ul><li><em>Where assets are held</em> — Custodian(s) of Assets [long text]; Account Types Held [multi-select: Taxable brokerage / Traditional IRA / Roth IRA / 401(k)/Workplace plan / SEP/SIMPLE / …]; Workplace Plan Provider [short text]; Held-Away Accounts Present [choice: Yes / No]; Account Identifiers (reference only) [short text].</li><li><em>Authority</em> — Discretionary Management Authorization [choice: Yes / No / Account-specific]; Trading Authorization (LPOA) Status [dropdown: Not required / Draft / Sent / Active / Revoked / …].</li><li><em>Cash management</em> — Cash Reserve Target [number]; Cash Sweep Preference [dropdown: Default sweep / High-yield sweep / Money market fund / Manual].</li><li><em>Concentration &amp; restrictions</em> — Concentrated Position(s) Present [choice: Yes / No / Unknown]; Concentrated Position Notes [long text]; Employer Securities Restrictions [multi-select: Blackout windows / Pre-clearance / Short-swing rules / Insider status / None / …].</li></ul><p><strong>Form type:</strong> Update / setup (up), auth-only. <strong>Niche:</strong> Financial Advisors. <strong>Deployment:</strong> embed.</p><p><strong>Best for / surface when:</strong> Financial Advisors client workflow — accounts, custody &amp; authority.</p>"
  }
]