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PROPOSAL SUBMISSION
Please fill out the form below. Fields marked with an asterisk (*) are required.
Client Name and Age
*
Account Registration
Select One
IRA
ROTH
TOD
Joint
Account Balance?
*
Do you want a comparison?
*
Select One
Yes
No
Current account holdings are required in the provided template:
Download Template
Re-Upload Excel File Here
*
Choose File
No file chosen
Delete uploaded file
What model will you be using?
*
Select One
Conservative
Moderate Conservative
Growth
Aggressive
Ultra Aggressive
Seek Guidance
Please provide a Risk Tolerance level
*
Does the client require distributions at an increased level than 2%?
*
Select One
Yes
No
Percent of account needed
*
Select One
4%
5%
6%
7%
Any additional customization to the model? Would you like any restrictions placed on current holdings? If so, please provide tickers and percentages
Submit
*Please note this provides instructions for trading only.
You will need to set up a periodic distribution / contribution on Pershing or NFS.