New Account Questionnaire Please enable JavaScript in your browser to complete this form.Client Name *Mobile Phone *E-mail *Physical Address *Employment Information *Example: Retired, Unemployed, Engineer at 123 Main Street Chicago, IL 60607Signing Method *ElectronicMail/PhysicalWhat is your primary financial objective? *Preparing for a goal/retirementLiving in retirementGeneral investingWhich strategy is best for you?Core (Custom Goals Based Strategy)Core + Individual Fixed IncomeCore + ExplorePlease note: This is just to give us an idea of what types of investments would be appropriate for youWhat type of account are we opening (check all that apply)? *IndividualJoint (With Rights of Survivorship)Trust (we will need a copy of the trust and unique EIN if applicable))Traditional/Rollover IRARoth IRASEP/SIMPLE IRAOtherPlease note: The type of account will determine what additional information and documents we will need, including but not limited to social security numbers, trust documents, date of birth, secondary account owner information, beneficiary information, etc.How will the account(s) be funded (check all that apply)? *CheckACH/Direct DepositExternal Account TransferPlease note: The funding will determine what additional information we will need. Checks need to be made payable to Charles Schwab FBO customer name AFTER the account is established, ACH/Direct deposit can be set up online or send us a copy of your bank statement/voided check, External Account Transfers will require institution name, account number or send us a copy of your statement.Would you like to name a trusted contact?Ex. Jane Doe, Spouse, Phone NumberJoint owners name, e-mail, employment info, etc (if applicable)IRA Beneficiary Information (if applicable)Primary: Jane Doe 100% Contingent: Jack Doe 50%; Sarah Doe 50%Is there anything else you would like to share?Name of AdvisorSubmit