Proposal Request Rep Code– No Results –This field is hidden when viewing the formRep NameThis field is hidden when viewing the formUser RoleThis field is hidden when viewing the formRep EmailAdvisors Name you're submitting on behalf ofAdvisor Notification(Required) Please provide the advisor's email for whom you are submitting the request. You will both get notifications upon completion of the service ticket. A Monday account is not required. Hi, ! This Proposal Request Form. It can be used to request proposals on investment strategies for your clients or prospects. Request DetailsRequest Type(Required) Current Portfolio Analysis: A review of the existing portfolio’s allocation, performance, and risk profile to assess how it aligns with current financial goals. Proposed Portfolio Based on Objectives and Risk Tolerance: A recommended portfolio designed to meet stated objectives and risk preferences, outlining target allocations and expected outcomes. Comparison of Current Portfolio vs. Proposed Portfolio: A side-by-side evaluation showing differences between current holdings and the proposed strategy based on objectives and risk tolerance. Return Date Note: A proposal request generally takes two business days to complete. If there is a specific return date needed, please let us know in the field above. Household InformationName(Required)Estimated Tax Bracket(Required)<20%20-25%25-30%30-35%>35%Date of Birth(Required) NameEstimated Tax Bracket<20%20-25%25-30%30-35%>35%Date of Birth Estimated Net Worth(Required)<$500k$500-1M$1M-5M$5M-10M>$10MObjective / Phase(Required)Capital PreservationIncomeGrowth / AccumulationGrowth & IncomeAggressive GrowthRisk Tolerance(Required)Ultra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveAdvisory Fee(Required)Total Estimated Portfolio Value/AUM(Required)How many accounts does this request concern?12345678910Account 1Account NameAccount ValueTax StatusTaxableTax ExemptTax DeferredObjectiveCapital PreservationIncome GenerationGrowth & IncomeGrowth/AccumulationAggressive GrowthRisk ToleranceUltra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveTime HorizonLess than 1 Year1-5 Years5-10 Years10+ YearsDistribution NeedsPer FrequencyMonthQuarterYearAccount 2Account NameAccount ValueTax StatusTaxableTax ExemptTax DeferredObjectiveCapital PreservationIncome GenerationGrowth & IncomeGrowth/AccumulationAggressive GrowthRisk ToleranceUltra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveTime HorizonLess than 1 Year1-5 Years5-10 Years10+ YearsDistribution NeedsPer FrequencyMonthQuarterYearAccount 3Account NameAccount ValueTax StatusTaxableTax ExemptTax DeferredObjectiveCapital PreservationIncome GenerationGrowth & IncomeGrowth/AccumulationAggressive GrowthRisk ToleranceUltra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveTime HorizonLess than 1 Year1-5 Years5-10 Years10+ YearsDistribution NeedsPer FrequencyMonthQuarterYearAccount 4Account NameAccount ValueTax StatusTaxableTax ExemptTax DeferredObjectiveCapital PreservationIncome GenerationGrowth & IncomeGrowth/AccumulationAggressive GrowthRisk ToleranceUltra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveTime HorizonLess than 1 Year1-5 Years5-10 Years10+ YearsDistribution NeedsPer FrequencyMonthQuarterYearAccount 5Account NameAccount ValueTax StatusTaxableTax ExemptTax DeferredObjectiveCapital PreservationIncome GenerationGrowth & IncomeGrowth/AccumulationAggressive GrowthRisk ToleranceUltra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveTime HorizonLess than 1 Year1-5 Years5-10 Years10+ YearsDistribution NeedsPer FrequencyMonthQuarterYearAccount 6Account NameAccount ValueTax StatusTaxableTax ExemptTax DeferredObjectiveCapital PreservationIncome GenerationGrowth & IncomeGrowth/AccumulationAggressive GrowthRisk ToleranceUltra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveTime HorizonLess than 1 Year1-5 Years5-10 Years10+ YearsDistribution NeedsPer FrequencyMonthQuarterYearAccount 7Account NameAccount ValueTax StatusTaxableTax ExemptTax DeferredObjectiveCapital PreservationIncome GenerationGrowth & IncomeGrowth/AccumulationAggressive GrowthRisk ToleranceUltra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveTime HorizonLess than 1 Year1-5 Years5-10 Years10+ YearsDistribution NeedsPer FrequencyMonthQuarterYearAccount 8Account NameAccount ValueTax StatusTaxableTax ExemptTax DeferredObjectiveCapital PreservationIncome GenerationGrowth & IncomeGrowth/AccumulationAggressive GrowthRisk ToleranceUltra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveTime HorizonLess than 1 Year1-5 Years5-10 Years10+ YearsDistribution NeedsPer FrequencyMonthQuarterYearAccount 9Account NameAccount ValueTax StatusTaxableTax ExemptTax DeferredObjectiveCapital PreservationIncome GenerationGrowth & IncomeGrowth/AccumulationAggressive GrowthRisk ToleranceUltra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveTime HorizonLess than 1 Year1-5 Years5-10 Years10+ YearsDistribution NeedsPer FrequencyMonthQuarterYearAccount 10Account NameAccount ValueTax StatusTaxableTax ExemptTax DeferredObjectiveCapital PreservationIncome GenerationGrowth & IncomeGrowth/AccumulationAggressive GrowthRisk ToleranceUltra ConservativeConservativeModerately ConservativeModerateModerately AggressiveAggressiveTime HorizonLess than 1 Year1-5 Years5-10 Years10+ YearsDistribution NeedsPer FrequencyMonthQuarterYearAdditional InformationAdditional Comments or NotesSupplementary Document Upload Drop files here or Select files Max. file size: 2 GB. 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