Eight Peaks Client Onboarding

Identification Information
Primary Identification Type*
Driver's License/ID Number*
Location of Issuance*
Issued Date*

MonthDayYear
Date
Expiration Date*

MonthDayYear
Date
File Upload*

Please upload a copy of the FRONT and BACK of your Identification
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Trusted Contact Information

A trusted contact is someone we may reach out to if we ever have concerns about your health, well-being, or the security of your accounts. This person does not have authority over your assets but serves as a safeguard to help protect you from fraud or financial exploitation.

This is optional but HIGHLY encouraged.
First Name (Trusted Contact)
Last Name (Trusted Contact)
Relationship to you
Primary Phone Number
Please enter a valid phone number.
Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Notes or special instructions

The following information is completely OPTIONAL and meant to enhance our relationship with you.
Where did you grow up?
Where did you attend college?
Do you have any degrees?
What are your hobbies?
Do you have any pets?
Do you have grandchildren?
Any other personal interests?
Favorite drink or beverage?
Favorite color?
Favorite NFL team?
Favorite MLB team?
Favorite NBA team?
Favorite NHL team?
Favorite MLS team?
Favorite college team?
Is there anything else that is important to you that you would like us to know?

We appreciate you taking the time to share your information — it’s an important step in getting organized and building the foundation for your financial plan.

When you click Submit, your details will be securely transmitted to our system. We’ll review everything and follow up before your upcoming meeting to confirm any missing items.

Thank you for your trust in Eight Peaks Wealth Management — we’re honored to be part of your financial journey.
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Legal Name Information