Get Account Information Form

Completing the Account Information Form online is a straightforward process that requires careful attention to detail. This guide will provide clear, step-by-step instructions to ensure you fill out the form correctly and completely.

Follow the steps to successfully complete your Account Information Form.

1. Press the ‘Get Form’ button to access the Account Information Form and open it in the editor.
2. Begin with the account type section, selecting either 'Individual', 'Joint Or', 'Joint And', or 'Others' as appropriate.
3. Provide personal information about the primary account holder, including the full name, gender, civil status, date of birth, place of birth, and citizenship. Ensure all details are written clearly in block characters.
4. Fill in the contact information fields, which include phone number, email address, and residential address. Double-check that all information is accurate.
5. Complete the sections regarding educational background and employment status. Select the applicable options for educational attainment and current employment status.
6. Detail the financial and investment profile including liquid net worth, total net worth, and annual income. You will be required to select from predefined income brackets.
7. Indicate your primary source of income and risk tolerance by selecting the appropriate options.
8. Answer the disclosure questions regarding corporate affiliations and accounts with other firms to ensure regulatory compliance.
9. If applicable, provide information for a second account holder similar to the primary account details.
10. Complete the mailing and communication instructions section, ensuring all email and fax numbers are correctly entered.
11. Fill in the customer bank account details, including the bank account name and number.
12. Once all sections are completed, affix the required signatures where indicated, and enter the date.
13. Finally, save changes, and you may choose to download, print, or share the completed form as needed.

Take the next step in your financial journey by completing your Account Information Form online today.