New Client intake

New Client Account Application

General Information

Full Name*

Preferred Name

Date of Birth*

DL Issued State*

Driver’s License #*

DL Issued Date*
DL Expiration Date*

Phone Information

Mobile Phone*
Home Phone
Preferred Phone*

Email Information

Personal Email*
Business Email
Email Preference*

Address Information

Mailing Address*

Preferred Contact Method*
Legal Address Same as Mailing?*

Additional Information

Citizenship*
Gender*
Country of Citizenship*
Marital Status*
Number of Dependents*
Place of Birth

Employment Info

Employment Status*

Financial Profile

Estimated Annual Income*
Federal Tax Bracket*
Estimated Net Worth*

Estimated Liquid Net Worth*

Annual Living Expenses*
Special Upcoming Expenses*
Time Frame for Special Expenses

Investment Experience

Do you have prior investment experience?*
Estimated Value of This Account*
Account Type*
Ownership Type*
Advisor Name*

Document Upload

Driver’s License (optional)

Link a Bank Account?*
Transfer Existing Account?*
Account Owned by a Trust?*

Fillable STWM Fact Finder

Five Steps to a Confident Retirement