Model Assignment & Trade Authorization
Use this form to assign a client account or household to an investment model. A Wealthbox task (assigned to our team) will be created so you can track progress and updates.
Form Last Updated 11/13/2025
Your Email Address
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Enter exactly as it appears in Wealthbox
Model Type
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Single-Account Model
Household-Level Model
Please list the account numbers to be householded:
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Account Type
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Brokerage Account
Retirement Account
Account Number (last 4 digits)
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(Last 4 digits only)
Client's Name
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First Name
Last Name
Client Name(s)
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List the first and last names of every client covered by this model assignment, adding a comma between full names.
Portfolio Selection
What are you requesting?
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A new model assignment
A model change
A model addition for a new account in household
Select a Model Portfolio
CORE ($10k minimum)
All DFA ($10k minimum)
Kick Start
Tracker ($10k minimum)
Cause ($10k minimum)
BRI ($10k minimum)
BLK Blackrock Target Allocation ETF - Multi-Manager
BRI Blackrock Target Allocation ETF
BRI Blackrock Target Allocation Multi-Manager with Alts
A custom portfolio I have built with and is approved by the Sapphire team. Name provided below.
Do you wish to use the tax-sensitive or traditional version of the model portfolio?
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Tax-sensitive
Traditional
Select Asset Allocation
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Please Select
100% Equity / 0% Fixed Income
95% Equity / 5% Fixed Income
90% Equity / 10% Fixed Income
85% Equity / 15% Fixed Income
80% Equity / 20% Fixed Income
75% Equity / 25% Fixed Income
70% Equity / 30% Fixed Income
65% Equity / 35% Fixed Income
60% Equity / 40% Fixed Income
55% Equity / 45% Fixed Income
50% Equity / 50% Fixed Income
45% Equity / 55% Fixed Income
40% Equity / 60% Fixed Income
35% Equity / 65% Fixed Income
30% Equity / 70% Fixed Income
25% Equity / 75% Fixed Income
20% Equity / 80% Fixed Income
15% Equity / 85% Fixed Income
10% Equity / 90% Fixed Income
5% Equity / 95% Fixed Income
0% Equity / 100% Fixed Income
Would you like to opt-in to tax-loss harvesting?
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Yes, opt-in to tax-loss harvesting.
No, opt out of tax-loss harvesting.
Are there regular distributions made from the account? (By default, we keep at least three months’ worth of cash available to ensure transfers go through successfully):
Yes
No
Please provide the amount(s)/frequency(ies):
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Special Requests and Attestations
Sapphire keeps a minimum cash target in each account: the greater of 0.5% of account value or four months of systematic distributions. Does this work for you?
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Yes, this works for me.
No, I have a special request. It's detailed below!
By default, the account will be rebalanced until capital gains reach 10% of the account value for each calendar year for taxable accounts. Please select if you choose the default or enter your desired option.
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Use default 10%
Use a different % entered below
Cost Basis Attestation
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I confirm the cost basis information on file with the custodian is correct.
Capital Gains Attestation
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I understand that market movements can cause realized gains, for mutual funds especially, to vary slightly from my request and result in some margin of error over the threshold. I understand Sapphire's traders will make best efforts to honor my requested limit.
Do you have any special requests we should be aware of? (Example: do not sell AAPL)
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