Custodial Client Profile / Account Opening Questionnaire

Client Profile Questionnaire

Please complete the information below to the best of your ability
Primary Submission ID
Co Submission ID
Primary Wealthbox ID
Co Wealthbox ID
SchwabTD Ameritrade
Today's Date

MonthDayYear
Date
Full FormSuitability Form
IndividualJoint
Once you submit the form, you will be redirected back to the beginning to fill out the same information for the co-client.

In addition, you will both receive an email confirmation with a link back to the form in case you prefer the co-client to fill out their own information, or want to complete it at a later time.
x Input
Client Name*
First Name
Middle
Middle Initial
Last*
Last Name
Client Full Name
Name

First NameLast Name

{clientName629} Trust Information
YesNo
*If you are unsure of the proper title of your trust, you should consult with your attorney. When we open your account, we will include the title, trustee(s), and effective date in the account registration; for example: The Smith Family Trust, John Smith Tr., UA 1/5/01.
Name of Trust
Trust Tax ID#
EINSSN
Effective Date of Trust

MonthDayYear
Date
Latest Date of Amendment or Restatement

MonthDayYear
Date
List all Trustees
x if different
Please upload a copy of your trust document(s):

Cancelof

Children / Dependent Information
Number of Dependents
Including dependent children
Number of Non-Dependent Children
Children / Dependents
List name, DOB, SSN, citizenship, relationship (child/parent/other), if child, list parents (client/co-client/both)
Pets
List name, type

{clientName} Authorized Party

An Authorized Party is someone you designate as being able to assist with locating and/or identifying your beneficiary(ies).
YesNo
Authorized Party First Name
MI
Authorized Party Last Name
Authorized Party Relationship to Client
Authorized Party Home Address

Street Address

Street Address Line 2

CityState

Zip CodeCountry
Authorized Party Email
example@example.com
Authorized Party Phone Number
Please enter a valid phone number.Format: (000) 000-0000.

Thank you!
Thank you for completing this form! Once you click submit you will be redirected back to the top to fill in the information for the co-client.

In addition, you will both receive an email confirmation with a link back to the form in case you prefer the co-client to fill out their own information, or want to complete it at a later time.
Thank you for completing this form! Please click "Submit".
Should be Empty:

Client Profile Questionnaire