Send a Client Agreement
NOTE: If you are opening accounts, please use the "Open a New Account" form. Use this form to request a Client Agreement only be sent for a new relationship. A Wealthbox task (assigned to our team) will be created so you can track progress and updates. Sapphire Support will send the agreement out via DocuSign to the client(s) for signature.
Your Email Address
*
Enter exactly as it appears in Wealthbox
Client's Name
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First Name
Last Name
Client's Email Address
*
example@example.com
Additional Client Name
First Name
Last Name
Additional Client's Email
example@example.com
What type of client is this client agreement for?
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Individual or Couple
Entity or Fiduciary Appointment
ERISA Plan
What type of service is being offered?
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One time planning/ project
Ongoing planning
Investment Management
Ongoing planning AND Investment Management
What type of fee will this client be charged?
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AUM
Flat fee (billed via Orion)
Flat fee (billed via AdvicePay)
Hourly
Periodic / ongoing fee amount
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Are you charging an initial / upfront fee?
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Yes
No
Initial / upfront fee amount
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One time / project flat fee amount
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The fee is due:
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100% on agreement effective date
50% on agreement effective date, 50% on service delivery date
100% on service delivery date
Hourly rate
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Estimated number of hours
*
Are you collecting a deposit?
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Yes
No
What is the deposit amount?
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Note: this must tie to your hourly rate
Are there any discounts you'd like to apply to this fee?
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Yes
No
Please describe in detail how you'd like to discount this client's fee(s). We may follow up for additional information to ensure you get paid correctly!
*
Please add additional details the team may need to execute this request.
For example, if you have a flat AUM vs. tiered AUM agreement, please specify which one to send
I confirm the client's contact profile is in Wealthbox and contact information up to date:
*
I confirm
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