Manual Trade Request
Use this form to request manual trade(s) be submitted. A Wealthbox task (assigned to our team) will be created so you can track progress and updates. NOTE: If trades are needed for a distribution, please use the Request a Distribution form instead
Form Last Updated 11/13/2025
Your Email Address
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Enter exactly as it appears in Wealthbox
Request Type
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Single Account Trade
Multiple Account Trades
Account Number (last 4 digits)
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(Last 4 digits only)
Client's Name
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First Name
Last Name
Additional Client Name
First Name
Last Name
Trades Needed
Trades Needed for Multiple Accounts
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Special Requests and Attestations
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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