Name *

First Name

Last Name

Phone Number

(###)

###

####

Scope of Services

Please check one or more of the service you would like to receive as part of your fixed rate Primary Services:

Basic Service

Hosting/PortfolioCenter Licensing

Billing

Reporting

How complex are your needs?

On a scale of 1-5, where 1 is very simple and 5 is very complex (Consider things like the frequency of trades, corporate actions, set up of new securities and accounts. Do you have a large number of securities per account or use asset class performance? Do you edit transactions or use select lots for cost basis?As well as the inclusion of multiple batch runs, billing specs, and/or transaction editing)

1

2

3

4

5

Primary Custodians

TDAmeritrade

Schwab

FIAG

DST

Pershing

Data Aggregator