You must complete this authorization form to allow your Representative to gain access to your account information.
This form does NOT authorize your Representative to execute any transactions on your behalf, nor does it authorize them to give us verbal confirmations regarding investments, distributions and expense payments on your behalf.
To remove and/or replace a Representative on your account, please complete Section 3 of this form.
To change your “Primary Contact” designation, complete Section 4 of this form.
You can submit the form by using one of the following methods.
This is the preferred way to complete the form. You can fill out the form online and sign it electronically by DocuSign.
|Click here to DocuSign Form|
If you do not submit the form by DocuSign, you can fill out the form manually by downloading the PDF.
|Click here to Download Form|