Service Request Form

Person Submitting Request *

Email of the Person Submitting the Request *

Firm *

Client Name *

Service Request Department *

Operations

Trading

Finance

Marketing

Technical Support

Operations Service Ticket

Requested Custodian *

Requested Operations Task: *

Account Opening

Account Closure

Account Transfer

Move Money Request

Address or Email Change

Beneficiary Change

General Service Request

Trading Request *

Subscribe/Change to a Model

Raise Cash

Full Liquidation

Sell a security

Addition

Security Locks

Trading Technical Help

Tactive Model Options Choose One *

Custodian Platform *

Account Number *

Client Full Name *

The below section is to document and advisor notes, holding instructions, RMD instructions, cash reserves or anything else.

Trade Instructions

Advisor Rep Code or Name *

How much are you charging the client? *

Client First Name *

New Client Account Opening Form

Client Username: *

Client Phone *

Secondary Phone *

Client Last Name *

Date of birth *

Social Security Number: *

Address *

Street Address *

Country *

Country

State *

City *

Postal code *

Number of Dependents *

Marital Status *

Employment Status *

Employer Full Address *

Source of Wealth *

Annual Income *

Amount to raise *

Tax withholding percent *

Where should the money go? *

Cash buffer until

Security or fund name *

Amount or percent *

Where should the money go? *

Amount to add *

Product *

Amount to liquidate *

Tax withholding percent *

Where should the money go? *

Remove the account from the model? *

Amount *

Where is the money coming from? *

Tax withholding percent *

Where should the money go? *

Bank note

Contribution or distribution *

Contribution amount *

Where is the money coming from? *

What account should the money go to? *

Account number *

What account should the money go to? *

Attached money link *

What account should the money go to? *

New street address *

City *

State *

Postal code *

What account should this change apply to? *

Account Closure

What account should this closure apply to? *

Who is liquidating? *

The advisor is liquidating

Request Paul to liquidate

Run billing on the account before the funds are distributed? *

Yes

No

How should the funds be distributed? *

Check

ACH

Wire

Is this an IRA? *

Yes

No

IRA tax withholding

Tax withholding percent *

Custodian Platform *

Account Number *

Client Full Name *

The below section is to document and advisor notes, holding instructions, RMD instructions, cash reserves or anything else.

Trade Instructions

Also create a Trading ticket?

Also create a Trading ticket? *

Yes

No

Also create an Operations ticket?

Also create an Operations ticket? *

Yes

No

Details of Service Request

File Upload If Needed

Please allow 1-3 business days for your service request to be processed. Check your opportunities pipeline under "Service Requests" for status updates as well as your email.

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