Select Your Advisor(Required)Please select your advisorHiddenAgent First Name(Required) HiddenAgent Last Name(Required) HiddenAgent Email(Required) Your investment advisor is not selected. Please reach out to your advisor for their custom link.Is there more than one owner on the account being established? Yes No Primary OwnerFull Legal Name(Required) First Middle Last Suffix Date of Birth(Required)Month123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920SSN(Required) Physical Address(Required) Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Is your physical address also your mailing address? Yes No Mailing Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Driver's License(Required)Please upload a clear photo of your driver's licenseMax. file size: 256 MB.Cell Phone (required for DocuSign)(Required)Email Address(Required) Marital Status(Required) Single Married Divorced Widowed Number of Dependents(Required)A dependent is a child under age 19 (or under 24 if a full-time student) or a qualifying relative who makes less than $4,300 a year Citizenship(Required)i.e. USA, or Non-Resident Are you interested in setting up a child savings plan? Yes No Child 1 Full Name Child 1 SSN Child 1 Birth Date Month Day Year Do you need to add an additional child? Yes No Child 2 Full Name Child 2 SSN Child 2 Birth Date Month Day Year Do you need to add a third child? Yes No Child 3 Full Name Child 3 SSN Child 3 Birth Date Month Day Year Employment and Income InformationAre you employed, a student, or retired?(Required) Employed Retired Student Homemaker Employer Name(Required) Employer Address(Required) Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Employment Occupation/Title(Required) Employer Phone Number(Required)Years Employed(Required) Annual Income(Required) Estimated Net Worth(Required)All assets/savings minus value of primary residence Joint Owner InformationFull Legal Name(Required) First Middle Last Suffix Date of Birth(Required)Month123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920SSN(Required) Is Joint Owner's address same as the primary?(Required) Yes No Physical Address(Required) Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Is the physical address also the mailing address? Yes No Mailing Address(Required) Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Driver's License(Required)Please upload a clear photo of your driver's licenseMax. file size: 256 MB.Cell Phone Number (Required for DocuSign)(Required) Email Address(Required) Marital Status(Required) Single Married Divorced Widowed Number of DependentsA dependent is a child under age 19 (or under 24 if a full-time student) or a qualifying relative who makes less than $4,300 a year Citizenship(Required)i.e. USA, or Non-Resident Are you employed, a student, or retired?(Required) Employed Retired Student Homemaker Employer Name(Required) Employer Address(Required) Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Employment Occupation/Title(Required) Employer Phone Number(Required)Years Employed(Required) Annual Income(Required) Estimated Net Worth(Required)All assets/savings minus value of primary residence Banking InformationLink my bank information to purchase and/or sell shares (optional):(Required) Yes No Please upload a photo of a voided check OR account verification letter from bankIn lieu of a voided check, you may submit a letter from your bank providing the registration, routing number, account number and account type (checking or savings). The letter must be on the bank’s letterhead.Max. file size: 256 MB.Bank Account Type Checking Savings Beneficiary DesignationsPlease provide at least one beneficiaryFull Legal Name First Middle Last Suffix Beneficiary Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Beneficiary SSNNot required to provide but it is encouraged Beneficiary Primary Phone Number Beneficiary Email Beneficiary Physical Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Is the beneficiaries physical address also their mailing address? Yes No Beneficiary Mailing Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Beneficiary Relationship to Account Owner Spouse Child of Owner Trust Other Person Other Entity Is this beneficiary primary or contingent? Primary Contingent Beneficiary Allocationper stirpes: your beneficiaries inherit a fair and equal share of your estate Percentage Per Stirpes Beneficiary Percentage AllocationTotal allocations must equal 100%, full percentages only Relationship to Other Person(i.e.) Best Friend, Sibling Relationship to Other Entity(i.e.) Church, Non-Profit Would you like to add a second beneficiary? Yes No Second BeneficiaryFull Legal Name(Required) First Middle Last Suffix Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Beneficiary SSNNot required to provide but it is encouraged Beneficiary Primary Phone Number Beneficiary Email Beneficiary Physical Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Is the beneficiaries physical address also their mailing address? Yes No Beneficiary Mailing Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Beneficiary Relationship to Account Owner Spouse Child of Owner Trust Other Person Other Entity Is this beneficiary primary or contingent? Primary Contingent Beneficiary Allocationper stirpes: your beneficiaries inherit a fair and equal share of your estate Percentage Per Stirpes Beneficiary Percentage AllocationTotal allocations must equal 100%, full percentages only Relationship to Other Person(i.e.) Best Friend, Sibling Relationship to Other Entity(i.e.) Church, Non-Profit Would you like to add a third beneficiary? Yes No Third BeneficiaryFull Legal Name First Middle Last Suffix Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Beneficiary SSNNot required to provide but it is encouraged Beneficiary Primary Phone Number Beneficiary Email Beneficiary Physical Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Is the beneficiaries physical address also their mailing address? Yes No Beneficiary Mailing Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Beneficiary Relationship to Account Owner Spouse Child of Owner Trust Other Person Other Entity Is this beneficiary primary or contingent? Primary Contingent Beneficiary Allocationper stirpes: your beneficiaries inherit a fair and equal share of your estate Percentage Per Stirpes Beneficiary Percentage AllocationTotal allocations must equal 100%, full percentages only Relationship to Other Person(i.e.) Best Friend, Sibling Relationship to Other Entity(i.e.) Church, Non-Profit Would you like to add a fourth beneficiary? Yes No Fourth BeneficiaryFull Legal Name(Required) First Middle Last Suffix Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Beneficiary SSNNot required to provide but it is encouraged Beneficiary Primary Phone Number(Required) Beneficiary Email Beneficiary Physical Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Is the beneficiaries physical address also their mailing address? Yes No Beneficiary Mailing Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Beneficiary Relationship to Account Owner Spouse Child of Owner Trust Other Person Other Entity Is this beneficiary primary or contingent? Primary Contingent Beneficiary Allocationper stirpes: your beneficiaries inherit a fair and equal share of your estate Percentage Per Stirpes Beneficiary Percentage AllocationTotal allocations must equal 100%, full percentages only Relationship to Other Person(i.e.) Best Friend, Sibling Relationship to Other Entity(i.e.) Church, Non-Profit Would you like to add a fifth beneficiary? Yes No Fifth BeneficiaryFull Legal Name(Required) First Middle Last Suffix Date of BirthMonth123456789101112Day12345678910111213141516171819202122232425262728293031Year202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Beneficiary SSNNot required to provide but it is encouraged Beneficiary Primary Phone Number Beneficiary Email Beneficiary Physical Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Is the beneficiaries physical address also their mailing address? Yes No Beneficiary Mailing Address Street Address City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Beneficiary Relationship to Account Owner Spouse Child of Owner Trust Other Person Other Entity Is this beneficiary primary or contingent? Primary Contingent Beneficiary Allocationper stirpes: your beneficiaries inherit a fair and equal share of your estate Percentage Per Stirpes Beneficiary Percentage AllocationTotal allocations must equal 100%, full percentages only Relationship to Other Person(i.e.) Best Friend, Sibling Relationship to Other Entity(i.e.) Church, Non-Profit If you have any additional beneficiaries to add, please contact your representative Okay Current Investment Account DetailsNumber of investment accounts?(Required)012345Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.Investment Statements UploadPlease capture clear photos with your phone of all investment account statements (account number and account type must to be visible)Max. file size: 256 MB.
