DAiM New Client Account Profile

DAiM Client Account Profile

CRD#294098
Full Name*

First NameMiddle NameLast Name
Email*
example@example.com
Address*

Street Address

CityState / Province

Postal / Zip Code
Phone Number*

Area CodePhone Number
What is your DOB?*

MonthDayYear
Please provide as much information as possible.
What is your job?*
What is your income?*
What is your personal net worth?*
What are your liquid assets?*
What are your Financial goals, Timeline, Retirement Age:*
What are your Investment objectives:*
Do you have any investing constraints or liquidity issues? *
Do you have any needs or income requirements in Dollars?:*
What is your current financial situation? Has anything changed recently?*
What is your investment experience(years) and understanding of volatility?*
Is there anything specific you want to avoid? *
What is your typical risk profile and current asset allocation (traditional investments)?*
What percentage of discretionary capital are you comfortable with for speculative purposes?*
What is your target USD amount to invest in digital assets? *
What is your maximum loss tolerance? How would you feel if experienced a 30% slide in the value of your Bitcoin and digital asset holdings? ? 80% slides are common as well. If there is a slide of this magnitude, can you handle it, if not, what is a lesser amount that you can?*
What type of account are you looking to invest through?*

401kTraditional IRARoth IRACash BrokerageSEPOther
If you are rolling over an IRA or 401k, where will you be transferring it from?
What is the account number?
Please upload a copy of your ID:*

Browse Files
Driver's License, Passport, Military ID Cancelof
We may concentrate on reviewing only a specific area (modular planning) per your request. Note that when these services focus only on certain areas of your interest or need, your overall situation or needs may not be fully addressed due to limitations you may have established.
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DAiM Client Account Profile