The Agent Skills Directory

[SAFE]: The repository contains only pure educational/instructional Markdown documentation (SKILL.md and references/examples.md). No scripts, configurations, executable code, or runtime logic are introduced.
[SAFE]: The documentation strictly adheres to industry standards and regulatory frameworks (e.g., FINRA, SEC, ERISA, OFAC, IRC Section 1041, 1091, 6045A) regarding identity verification, data propagation, account holds, and beneficiary protection.
[SAFE]: Security-centric best practices are heavily reinforced throughout, such as requiring dual notifications for address modifications, immediate restrictions upon death notification, and mandatory out-of-band callback verifications for standing wire or ACH alterations.

account-maintenance