Edit, Download, and Sign the New Client Instructions for Atlas Capital Management
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How do I fill this out?
To fill out the application, gather all necessary documents first. Carefully read the instructions provided with each form. Once you complete the form, ensure all information is accurate before submission.
How to fill out the New Client Instructions for Atlas Capital Management?
1
Access the E*TRADE Advisor Services account application page.
2
Select the appropriate application type.
3
Complete the account application accurately.
4
Gather and attach all required supporting documents.
5
Submit your application and any associated documents to Atlas.
Who needs the New Client Instructions for Atlas Capital Management?
1
New clients seeking investment management services.
2
Individuals interested in opening a retirement account.
3
Business owners looking to set up a business account.
4
Trustees managing trust funds and accounts.
5
Clients wanting to transfer existing accounts to E*TRADE.
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1
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What are the instructions for submitting this form?
To submit this form, email the completed E*TRADE Advisor Services Account Application along with attached documents to newbusiness@acmc.biz. For fax submissions, use the number 260-637-9707. New clients should ensure they include all required paperwork and may also upload documents directly if participating in Advisor Connect.
What are the important dates for this form in 2024 and 2025?
In 2024 and 2025, ensure timely submissions of account applications, especially for retirement accounts, which may have distinct deadlines for funding. New clients should monitor quarterly updates for any changes in submission processes. Be aware of annual deadlines for tax-related documents to avoid penalties.
What is the purpose of this form?
The purpose of this form is to guide new clients through the process of establishing their accounts with Atlas Capital Management. It outlines the steps necessary for successful application submissions, ensuring that clients understand all requirements. By clearly detailing each part of the process, this form aims to facilitate a smooth onboarding experience for new clients.
Tell me about this form and its components and fields line-by-line.
- 1. Personal Information: Fields for providing client personal details such as name and contact information.
- 2. Financial Information: Sections meant for financial background and capability.
- 3. Management Strategy: Area to specify investment strategies and preferences.
- 4. Signature Section: Place where clients certify and sign their agreement.
What happens if I fail to submit this form?
Failing to submit this form accurately could delay account setup or lead to rejected applications. Clients may miss out on investment opportunities while waiting for corrections. It's crucial to double-check all details before submission.
- Incomplete Information: Missing fields may result in application rejection.
- Incorrect Documents: Submitting incorrect documentation can delay processing.
- Signature Issues: Not providing an appropriate signature may invalidate the form.
How do I know when to use this form?
- 1. Opening a New Client Account: Required for any individual or business wanting to start a new account.
- 2. Retirement Account Setup: Necessary for clients looking to establish retirement accounts.
- 3. Business Account Registration: Mandatory for businesses wanting to utilize account management services.
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