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Design an onboarding checklist for new retail brokerage accounts with these milestones: ☐ Complete identity verification (KYC) ☐ Link a bank account ☐ Make your first deposit (min $100) ☐ Add at least 3 stocks to your watchlist ☐ Place your first trade. Show the checklist as a persistent banner until all steps are complete. Track completion rate per step and suppress the checklist 30 days after account opening.
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