Custodian portal vs planning file

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Should I stop using the custodian portal?

No. Account opening still happens in the custodian system. Hivi-X organizes documents you assemble before or alongside that process.

Can I export Hivi-X packages for custodian upload?

Yes. Export a PDF index and supporting documents for handoff to your custodian onboarding workflow.

Does Hivi-X integrate with custodian APIs?

No custodian API sync in v1.

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