For the Quik! Field Names below that are used in checkboxes and radio-buttons, the Field Value is what determines if the checkbox is checked. To prefill a checkbox, set the Field Value to the number that corresponds to the Field Value Name you want to be checked on the form. For example, for the Account Open Method (AcctOpenMethod), set the field value to "2" to check the checkbox that is aligned with the "Pershing Platform" option on the form.
| QuikFieldName | FieldValue | FieldValueName | FieldValueDesc | DataSetType | Category |
|---|---|---|---|---|---|
| AcctOpenMethod | 0 | Other | Other | Acct | Account |
| AcctOpenMethod | 1 | Phone | Opened account over the phone | Acct | Account |
| AcctOpenMethod | 2 | Pershing Platform | Pershing NetExchange Pro or other platform | Acct | Account |
| AcctOpenMethod | 3 | Fidelity Platform | NFS Streetscape or other Fidelity platform | Acct | Account |
| AcctPurpose | 0 | Other | Other | Acct | Account |
| AcctPurpose | 1 | New Registration | New Registration | Acct | Account |
| AcctPurpose | 2 | Account Update | Account Update | Acct | Account |
| AcctPurpose | 3 | Investment Advisory | Investement Advisory | Acct | Account |
| AcctPurpose | 4 | Brokerage Account | Brokerage Account | Acct | Account |
| AcctPurpose | 5 | Personal | Personal | Acct | Account |
| AcctPurpose | 6 | Business | Business | Acct | Account |
| AcctPurpose | 7 | Mortgage | Mortgage | Acct | Account |
| AcctPurpose | 8 | Profit Sharing | Profit Sharing | Acct | Account |
| AcctPurpose | 9 | Fund IRA | Fund IRA | Acct | Account |
| AcctPurpose | 10 | Retirement Planning | Retirement Planning | Acct | Account |
| AcctPurpose | 11 | Educational | Educational | Acct | Account |
| AcctPurpose | 12 | Income Replacement | Income Replacement | Acct | Account |
| AcctPurpose | 13 | Savings | Savings | Acct | Account |
| AcctPurpose | 14 | Spouse Insurance | Spouse Insurance | Acct | Account |
| AcctPurpose | 15 | Guarantee Insurability | Guarantee Insurability | Acct | Account |
| AcctPurpose | 16 | Key-Person | Key-Person | Acct | Account |
| AcctPurpose | 17 | Cover Debt | Cover Debt | Acct | Account |
| AcctPurpose | 18 | Section 303 | Section 303 | Acct | Account |
| AcctPurpose | 19 | Deferred | Deferred | Acct | Account |
| AcctPurpose | 20 | Generate Income | Generate Income | Acct | Account |
| AcctPurpose | 21 | Accumulate Wealth | Accumulate Wealth | Acct | Account |
| AcctPurpose | 22 | Preserve Wealth | Preserve Wealth | Acct | Account |
| AcctPurpose | 23 | Speculation | Speculation | Acct | Account |
| AcctRole | 0 | Other | Other | Client | Client Personal Info |
| AcctRole | 1 | Primary Investor | Primary Investor / Primary Account Holder | Client | Client Personal Info |
| AcctRole | 2 | Primary & Joint Investors or Minor | Primary & Joint Investors or Minor / Primary and Joint Account Holders | Client | Client Personal Info |
| AcctRole | 3 | Joint Investor or Minor | Joint Investor or Minor / Joint Account Holder Or Minor | Client | Client Personal Info |
| AcctRole | 4 | Partner | Partner | Client | Client Personal Info |
| AcctRole | 5 | Executor | Executor | Client | Client Personal Info |
| AcctRole | 6 | POA | Power of Attorney | Client | Client Personal Info |
| AcctRole | 7 | Guardian | Guardian | Client | Client Personal Info |
| AcctSrcOfFunds | 0 | Other | Other | Acct | Account |
| AcctSrcOfFunds | 1 | Income from Earnings | Income from Earnings / Business Revenue | Acct | Account |
| AcctSrcOfFunds | 2 | Investment Proceeds | Investment Proceeds | Acct | Account |
| AcctSrcOfFunds | 3 | Gift | Gift | Acct | Account |
| AcctSrcOfFunds | 4 | Sale of Business | Sale of Business | Acct | Account |
| AcctSrcOfFunds | 5 | Inheritance | Inheritance | Acct | Account |
| AcctSrcOfFunds | 6 | Legal Settlement | Legal Settlement | Acct | Account |
| AcctSrcOfFunds | 7 | Pension / IRA / Retirment Savings | Pension / IRA / Retirment Savings | Acct | Account |
| AcctSrcOfFunds | 8 | Spouse / Parent | Spouse / Parent | Acct | Account |
| AcctSrcOfFunds | 9 | Lottery / Gaming | Lottery / Gaming | Acct | Account |
| AcctSrcOfFunds | 10 | Insurance Proceeds | Insurance Proceeds | Acct | Account |
| AcctSrcOfFunds | 11 | Asset Appreciation | Asset Appreciation | Acct | Account |
| AcctSrcOfFunds | 12 | Sale of Assets | Sale of Assets | Acct | Account |
| AcctSrcOfFunds | 13 | Savings from Earnings | Savings from Earnings | Acct | Account |
| AcctSrcOfFunds | 14 | 1035 Exchange | 1035 Exchange | Acct | Account |
| AcctSrcOfFunds | 15 | Change of Broker/Dealer | Change of Broker/Dealer | Acct | Account |
| AcctSrcOfFunds | 16 | Mutual Funds | Mutual Funds | Acct | Account |
| AcctSrcOfFunds | 17 | Variable Annuity | Variable Annuity | Acct | Account |
| AcctSrcOfFunds | 18 | CD or Money Market | CD or Money Market | Acct | Account |
| AcctSrcOfFunds | 19 | Stocks/Bonds | Stocks/Bonds | Acct | Account |
| AcctSrcOfFunds | 20 | Sale of Residence | Sale of Residence | Acct | Account |
| AcctSrcOfFunds | 21 | Sale of Real Estate | Sale of Real Estate | Acct | Account |
| AcctStatements | 0 | Other | Other | Acct | Account |
| AcctStatements | 1 | Electronic | Monthly Electronic Statements | Acct | Account |
| AcctStatements | 2 | Paper | Monthly Paper Statements | Acct | Account |
| AcctType | 0 | Other | Other | Acct | Account |
| AcctType | 0 | Other | Other | FundSource | FundSource |
| AcctType | 1 | Cash | Cash | Acct | Account |
| AcctType | 1 | Checking | Checking | FundSource | FundSource |
| AcctType | 2 | Margin | Margin | Acct | Account |
| AcctType | 2 | Savings | Savings | FundSource | FundSource |
| AcctType | 3 | Option | Option | Acct | Account |
| AcctType | 3 | NOW/MMDA | NOW/MMDA | FundSource | FundSource |
| AcctType | 4 | Asset Management | Asset Management | Acct | Account |
| AcctType | 5 | Retirement | Retirement | Acct | Account |
| AcctType | 6 | Institutional | Institutional | Acct | Account |
| AcctType | 7 | Omnibus | Omnibus | Acct | Account |
| AcctType | 8 | Retail | Retail | Acct | Account |
| AcctType | 9 | Fee-Based | Fee-based account management | Acct | Account |
| BD.AddrType | 0 | Other | Other | Rep | Branch/Broker-Dealer |
| BD.AddrType | 1 | Home | Home or Legal address | Rep | Branch/Broker-Dealer |
| BD.AddrType | 2 | Mailing | Mailing address | Rep | Branch/Broker-Dealer |
| BD.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Branch/Broker-Dealer |
| BD.AddrType | 4 | Office | Office address | Rep | Branch/Broker-Dealer |
| BD.AddrType | 5 | Birth Place | Place of birth address | Rep | Branch/Broker-Dealer |
| BD.AddrType | 6 | Employer | Employer's address | Rep | Branch/Broker-Dealer |
| BD.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Branch/Broker-Dealer |
| BD.AddrType | 8 | Branch Address | Branch Address | Rep | Branch/Broker-Dealer |
| BD.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 0 | Other | Other | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 1 | Apartment | Apartment | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 2 | Suite | Suite | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 3 | Floor | Floor | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 4 | Unit | Unit | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 5 | Building | Building | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 6 | Department | Department | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 7 | Basement | Basement | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 8 | Front | Front | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 9 | Hanger | Hanger | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 10 | Key | Key | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 11 | Lobby | Lobby | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 12 | Lot | Lot | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 13 | Lower | Lower | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 14 | Office | Office | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 16 | Pier | Pier | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 17 | Rear | Rear | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 18 | Room | Room | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 19 | Side | Side | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 20 | Slip | Slip | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 21 | Space | Space | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 22 | Stop | Stop | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 23 | Trailer | Trailer | Rep | Branch/Broker-Dealer |
| BD.AddrUnitType | 24 | Upper | Upper | Rep | Branch/Broker-Dealer |
| BD.PhoneNumFormat | 0 | Other | Other | Rep | Branch/Broker-Dealer |
| BD.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Branch/Broker-Dealer |
| BD.PhoneNumFormat | 2 | International | International | Rep | Branch/Broker-Dealer |
| BeneRelation | 0 | Other | Other | Client | Beneficiary Info |
| BeneRelation | 1 | Spouse | Spouse | Client | Beneficiary Info |
| BeneRelation | 2 | Non-Spouse | Non-Spouse | Client | Beneficiary Info |
| BeneRelation | 3 | Trust | Trust | Client | Beneficiary Info |
| BeneRelation | 4 | Entity | Entity | Client | Beneficiary Info |
| BeneRelation | 5 | Guardian of a Minor | Guardian of a Minor | Client | Beneficiary Info |
| BeneRelation | 6 | Estate | Estate | Client | Beneficiary Info |
| BeneRelation | 7 | Charity | Charity | Client | Beneficiary Info |
| BeneType | 0 | Other | Other | Client | Beneficiary Info |
| BeneType | 1 | Primary | Primary | Client | Beneficiary Info |
| BeneType | 2 | Contingent | Contingent | Client | Beneficiary Info |
| BondPremiumAmort | 0 | Other | Other | Acct | Investment Profile |
| BondPremiumAmort | 1 | IRS Default (Yes) | IRS Default (Yes) | Acct | Investment Profile |
| BondPremiumAmort | 2 | Alternative (No) | Alternative (No) | Acct | Investment Profile |
| BP.AddrType | 0 | Other | Other | Client | Client Personal Info |
| BP.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info |
| BP.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info |
| BP.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info |
| BP.AddrType | 4 | Office | Office address | Client | Client Personal Info |
| BP.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info |
| BP.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info |
| BP.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info |
| BP.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info |
| BP.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info |
| BP.AddrUnitType | 0 | Other | Other | Client | Client Personal Info |
| BP.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info |
| BP.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info |
| BP.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info |
| BP.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info |
| BP.AddrUnitType | 5 | Building | Building | Client | Client Personal Info |
| BP.AddrUnitType | 6 | Department | Department | Client | Client Personal Info |
| BP.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info |
| BP.AddrUnitType | 8 | Front | Front | Client | Client Personal Info |
| BP.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info |
| BP.AddrUnitType | 10 | Key | Key | Client | Client Personal Info |
| BP.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info |
| BP.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info |
| BP.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info |
| BP.AddrUnitType | 14 | Office | Office | Client | Client Personal Info |
| BP.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info |
| BP.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info |
| BP.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info |
| BP.AddrUnitType | 18 | Room | Room | Client | Client Personal Info |
| BP.AddrUnitType | 19 | Side | Side | Client | Client Personal Info |
| BP.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info |
| BP.AddrUnitType | 21 | Space | Space | Client | Client Personal Info |
| BP.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info |
| BP.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info |
| BP.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info |
| BP.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info |
| BP.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info |
| BP.PhoneNumFormat | 2 | International | International | Client | Client Personal Info |
| BR.AddrType | 0 | Other | Other | FundSource | FundSource |
| BR.AddrType | 0 | Other | Other | Rep | Branch/Broker-Dealer |
| BR.AddrType | 1 | Home | Home or Legal address | FundSource | FundSource |
| BR.AddrType | 1 | Home | Home or Legal address | Rep | Branch/Broker-Dealer |
| BR.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource |
| BR.AddrType | 2 | Mailing | Mailing address | Rep | Branch/Broker-Dealer |
| BR.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource |
| BR.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Branch/Broker-Dealer |
| BR.AddrType | 4 | Office | Office address | FundSource | FundSource |
| BR.AddrType | 4 | Office | Office address | Rep | Branch/Broker-Dealer |
| BR.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource |
| BR.AddrType | 5 | Birth Place | Place of birth address | Rep | Branch/Broker-Dealer |
| BR.AddrType | 6 | Employer | Employer's address | FundSource | FundSource |
| BR.AddrType | 6 | Employer | Employer's address | Rep | Branch/Broker-Dealer |
| BR.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource |
| BR.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Branch/Broker-Dealer |
| BR.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource |
| BR.AddrType | 8 | Branch Address | Branch Address | Rep | Branch/Broker-Dealer |
| BR.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource |
| BR.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 0 | Other | Other | FundSource | FundSource |
| BR.AddrUnitType | 0 | Other | Other | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource |
| BR.AddrUnitType | 1 | Apartment | Apartment | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource |
| BR.AddrUnitType | 2 | Suite | Suite | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource |
| BR.AddrUnitType | 3 | Floor | Floor | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource |
| BR.AddrUnitType | 4 | Unit | Unit | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 5 | Building | Building | FundSource | FundSource |
| BR.AddrUnitType | 5 | Building | Building | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 6 | Department | Department | FundSource | FundSource |
| BR.AddrUnitType | 6 | Department | Department | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource |
| BR.AddrUnitType | 7 | Basement | Basement | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 8 | Front | Front | FundSource | FundSource |
| BR.AddrUnitType | 8 | Front | Front | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource |
| BR.AddrUnitType | 9 | Hanger | Hanger | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 10 | Key | Key | FundSource | FundSource |
| BR.AddrUnitType | 10 | Key | Key | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource |
| BR.AddrUnitType | 11 | Lobby | Lobby | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource |
| BR.AddrUnitType | 12 | Lot | Lot | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource |
| BR.AddrUnitType | 13 | Lower | Lower | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 14 | Office | Office | FundSource | FundSource |
| BR.AddrUnitType | 14 | Office | Office | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource |
| BR.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource |
| BR.AddrUnitType | 16 | Pier | Pier | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource |
| BR.AddrUnitType | 17 | Rear | Rear | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 18 | Room | Room | FundSource | FundSource |
| BR.AddrUnitType | 18 | Room | Room | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 19 | Side | Side | FundSource | FundSource |
| BR.AddrUnitType | 19 | Side | Side | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource |
| BR.AddrUnitType | 20 | Slip | Slip | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 21 | Space | Space | FundSource | FundSource |
| BR.AddrUnitType | 21 | Space | Space | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource |
| BR.AddrUnitType | 22 | Stop | Stop | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource |
| BR.AddrUnitType | 23 | Trailer | Trailer | Rep | Branch/Broker-Dealer |
| BR.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource |
| BR.AddrUnitType | 24 | Upper | Upper | Rep | Branch/Broker-Dealer |
| BR.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource |
| BR.PhoneNumFormat | 0 | Other | Other | Rep | Branch/Broker-Dealer |
| BR.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource |
| BR.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Branch/Broker-Dealer |
| BR.PhoneNumFormat | 2 | International | International | FundSource | FundSource |
| BR.PhoneNumFormat | 2 | International | International | Rep | Branch/Broker-Dealer |
| CitizenshipType | 0 | Other | Other | Client | Client Personal Info |
| CitizenshipType | 1 | US Citizen | US Citizen | Client | Client Personal Info |
| CitizenshipType | 2 | Resident Alien | Resident Alien | Client | Client Personal Info |
| CitizenshipType | 3 | Non-Resident Alien | Non-Resident Alien | Client | Client Personal Info |
| CitizenshipType | 4 | US Legal Entity | Corporation, Partnership, LLC, Trust | Client | Client Personal Info |
| CitizenshipType | 5 | Non-Resident US Citizen | US Citizen residing outside the US | Client | Client Personal Info |
| CitizenshipType | 6 | Non-US Citizen | US Citizen residing outside the US | Client | Client Personal Info |
| ClearingFirmType | 0 | Other | Other | Acct | Account |
| ClearingFirmType | 1 | Direct | Accounts held directly at third party companies | Acct | Account |
| ClearingFirmType | 2 | Brokerage | Accounts held at a brokerage | Acct | Account |
| ClearingFirmType | 3 | Pershing Brokerage | Accounts held at a brokerage | Acct | Account |
| ClearingFirmType | 4 | NFS Brokerage | Accounts held at a brokerage | Acct | Account |
| ClearingFirmType | 5 | Non-Brokerage | Accounts held at a brokerage | Acct | Account |
| CompanyIDType | 0 | Other | Other | Company | PriorProdCo |
| CompanyIDType | 1 | Tax ID | Tax ID | Company | PriorProdCo |
| CompanyIDType | 2 | Dunns Number | Dunns Number | Company | PriorProdCo |
| CompanyIDType | 3 | NSCC Number | NSCC Number | Company | PriorProdCo |
| ComplianceTest | 0 | Other | Other | Rule | Rule |
| ComplianceTest | 1 | CVAT | CVAT | Rule | Rule |
| ComplianceTest | 2 | GPT | GPT | Rule | Rule |
| DataSource | 0 | Other | Entered manually or other method | QDBCSource | QDBCDataSource |
| DataSource | 1 | BlankLocalDB | BlankLocalDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource |
| DataSource | 2 | Microsoft Outlook | Microsoft Outlook (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource |
| DataSource | 4 | dbCAMS+, Ontra+, Vestige+ | dbCAMS+, Ontra+, Vestige+ (From tblPRDQDBCDataSource - Partner CustomerID: 10000116) | QDBCSource | QDBCDataSource |
| DataSource | 5 | Goldmine | Goldmine (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource |
| DataSource | 6 | FNIC Goldmine | FNIC Goldmine (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource |
| DataSource | 7 | Bill Good Marketing - Gorilla | Bill Good Marketing - Gorilla (From tblPRDQDBCDataSource - Partner CustomerID: 10000109) | QDBCSource | QDBCDataSource |
| DataSource | 8 | EZ-Data CDS (Client Data System) | EZ-Data CDS (Client Data System) (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource |
| DataSource | 9 | Sigma Financial Management - System 2002 | Sigma Financial Management - System 2002 (From tblPRDQDBCDataSource - Partner CustomerID: 10001160) | QDBCSource | QDBCDataSource |
| DataSource | 10 | Junxure-I | Junxure-I (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource |
| DataSource | 11 | BlankCSVDB | BlankCSVDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource |
| DataSource | 12 | Text File - Comma Separted Values (*.txt, *.csv) | Text File - Comma Separted Values (*.txt, *.csv) (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource |
| DataSource | 13 | BlankWebDB | BlankWebDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource |
| DataSource | 14 | ACT! | ACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000101) | QDBCSource | QDBCDataSource |
| DataSource | 16 | ACT4Advisors | ACT4Advisors (From tblPRDQDBCDataSource - Partner CustomerID: 10000102) | QDBCSource | QDBCDataSource |
| DataSource | 17 | AdvisorsAssistant | AdvisorsAssistant (From tblPRDQDBCDataSource - Partner CustomerID: 10000111) | QDBCSource | QDBCDataSource |
| DataSource | 18 | Wealth Spring | Wealth Spring (From tblPRDQDBCDataSource - Partner CustomerID: 10000125) | QDBCSource | QDBCDataSource |
| DataSource | 19 | BrokersACT! | BrokersACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000110) | QDBCSource | QDBCDataSource |
| DataSource | 20 | BrokersACT! | BrokersACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000110) | QDBCSource | QDBCDataSource |
| DataSource | 21 | Junxure - Schwab Performance Technologies | Junxure - Schwab Performance Technologies (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource |
| DataSource | 23 | Advent Qube | Advent Qube (From tblPRDQDBCDataSource - Partner CustomerID: 10000104) | QDBCSource | QDBCDataSource |
| DataSource | 24 | Albridge (StatementOne) Web Services | Albridge (StatementOne) Web Services (From tblPRDQDBCDataSource - Partner CustomerID: 10000105) | QDBCSource | QDBCDataSource |
| DataSource | 25 | Goldmine Financial Template | Goldmine Financial Template (From tblPRDQDBCDataSource - Partner CustomerID: 10000118) | QDBCSource | QDBCDataSource |
| DataSource | 27 | Albridge Master Client Export | Albridge Master Client Export (From tblPRDQDBCDataSource - Partner CustomerID: 10000105) | QDBCSource | QDBCDataSource |
| DataSource | 28 | BrokersAlly | BrokersAlly (From tblPRDQDBCDataSource - Partner CustomerID: 10000130) | QDBCSource | QDBCDataSource |
| DataSource | 29 | Relationship Manager - Schwab Performance Technologies | Relationship Manager - Schwab Performance Technologies (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource |
| DataSource | 30 | ProTracker | ProTracker (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource |
| DataSource | 32 | GBS Agency | GBS Agency (From tblPRDQDBCDataSource - Partner CustomerID: 10000119) | QDBCSource | QDBCDataSource |
| DataSource | 33 | Inscomm | Inscomm (From tblPRDQDBCDataSource - Partner CustomerID: 10000121) | QDBCSource | QDBCDataSource |
| DataSource | 35 | Microsoft Excel | Microsoft Excel (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource |
| DataSource | 36 | Junxure | Junxure (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource |
| DataSource | 37 | Centerpiece | Centerpiece (From tblPRDQDBCDataSource - Partner CustomerID: 10000131) | QDBCSource | QDBCDataSource |
| DataSource | 39 | EZ-Data Smart Office Export | EZ-Data Smart Office Export (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource |
| DataSource | 40 | Contact Partner (FDP) | Contact Partner (FDP) (From tblPRDQDBCDataSource - Partner CustomerID: 10000133) | QDBCSource | QDBCDataSource |
| DataSource | 41 | Quik! Database | Quik! Database (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource |
| DataSource | 42 | ACT! | ACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000101) | QDBCSource | QDBCDataSource |
| DataSource | 44 | APX | APX (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource |
| DataSource | 45 | Customer: Worley Financial Group, Inc | Customer: Worley Financial Group, Inc (From tblPRDQDBCDataSource - Partner CustomerID: 10001487) | QDBCSource | QDBCDataSource |
| DataSource | 46 | Junxure | Junxure (From tblPRDQDBCDataSource - Partner CustomerID: 10000113) | QDBCSource | QDBCDataSource |
| DataSource | 47 | ProTracker Advantage (SQL) | ProTracker Advantage (SQL) (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource |
| DataSource | 48 | ACT4Advisors | ACT4Advisors (From tblPRDQDBCDataSource - Partner CustomerID: 10000102) | QDBCSource | QDBCDataSource |
| DataSource | 49 | Microsoft Excel | Microsoft Excel (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource |
| DataSource | 50 | Customer: Landaas - APX | Customer: Landaas - APX (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource |
| DataSource | 51 | Microsoft Outlook Business Contact Manager | Microsoft Outlook Business Contact Manager (From tblPRDQDBCDataSource - Partner CustomerID: 10000135) | QDBCSource | QDBCDataSource |
| DataSource | 53 | Redtail Web Services | Redtail Web Services (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource |
| DataSource | 54 | SFCRM | SFCRM (From tblPRDQDBCDataSource - Partner CustomerID: 10000002) | QDBCSource | QDBCDataSource |
| DataSource | 55 | Contact Partner (FDP) | Contact Partner (FDP) (From tblPRDQDBCDataSource - Partner CustomerID: 10000133) | QDBCSource | QDBCDataSource |
| DataSource | 56 | EZ-Data CDS (Client Data System) | EZ-Data CDS (Client Data System) (From tblPRDQDBCDataSource - Partner CustomerID: 10000115) | QDBCSource | QDBCDataSource |
| DataSource | 57 | ProTracker Advantage | ProTracker Advantage (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource |
| DataSource | 99 | ProTracker Advantage | ProTracker Advantage (From tblPRDQDBCDataSource - Partner CustomerID: 10000128) | QDBCSource | QDBCDataSource |
| DeathBeneOption | 0 | Other | Other | Acct | Account |
| DeathBeneOption | 1 | Level | Death benefit amount remains level over time. | Acct | Account |
| DeathBeneOption | 2 | Increasing | Death benefit amount increases over time | Acct | Account |
| DependentType | 0 | Other | Other | Client | Suitability |
| DependentType | 1 | Spouse | Spouse | Client | Suitability |
| DependentType | 2 | Child | Child | Client | Suitability |
| DependentType | 3 | Parent | Parent | Client | Suitability |
| DependentType | 4 | Grandparent | Grandparent | Client | Suitability |
| DependentType | 5 | Grandchild | Grandchild | Client | Suitability |
| DependentType | 6 | Sibling | Sibling | Client | Suitability |
| DispMethod | 0 | Other | Other | Acct | Account |
| DispMethod | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account |
| DispMethod | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account |
| DispMethod | 3 | High Cost | High Cost | Acct | Account |
| DispMethod | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account |
| DispMethod | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account |
| DispMethod | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account |
| DispMethod | 7 | Low Cost | Low Cost | Acct | Account |
| DispMethod | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account |
| DispMethod | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account |
| DispMethodEquity | 0 | Other | Other | Acct | Account |
| DispMethodEquity | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account |
| DispMethodEquity | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account |
| DispMethodEquity | 3 | High Cost | High Cost | Acct | Account |
| DispMethodEquity | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account |
| DispMethodEquity | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account |
| DispMethodEquity | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account |
| DispMethodEquity | 7 | Low Cost | Low Cost | Acct | Account |
| DispMethodEquity | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account |
| DispMethodEquity | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account |
| DispMethodMF | 0 | Other | Other | Acct | Account |
| DispMethodMF | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account |
| DispMethodMF | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account |
| DispMethodMF | 3 | High Cost | High Cost | Acct | Account |
| DispMethodMF | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account |
| DispMethodMF | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account |
| DispMethodMF | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account |
| DispMethodMF | 7 | Low Cost | Low Cost | Acct | Account |
| DispMethodMF | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account |
| DispMethodMF | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account |
| DispMethodOther | 0 | Other | Other | Acct | Account |
| DispMethodOther | 1 | Average Cost Using First In, First Out (FIFO) | Average Cost Using First In, First Out (FIFO) | Acct | Account |
| DispMethodOther | 2 | First In, First Out (FIFO) | First In, First Out (FIFO) | Acct | Account |
| DispMethodOther | 3 | High Cost | High Cost | Acct | Account |
| DispMethodOther | 4 | High Cost Long-Term | High Cost Long-Term | Acct | Account |
| DispMethodOther | 5 | High Cost Short-Term | High Cost Short-Term | Acct | Account |
| DispMethodOther | 6 | Last In, First Out (LIFO) | Last In, First Out (LIFO) | Acct | Account |
| DispMethodOther | 7 | Low Cost | Low Cost | Acct | Account |
| DispMethodOther | 8 | Low Cost Long-Term | Low Cost Long-Term | Acct | Account |
| DispMethodOther | 9 | Low Cost Short-Term | Low Cost Short-Term | Acct | Account |
| DL.IDType | 0 | Other | Other | Client | Client Personal Info |
| DL.IDType | 1 | Passport | Passport | Client | Client Personal Info |
| DL.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info |
| DL.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info |
| DL.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info |
| DL.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info |
| DL.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info |
| DL.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info |
| DL.IDType | 8 | Military ID | Military ID | Client | Client Personal Info |
| DL.IDType | 9 | Visa | Visa | Client | Client Personal Info |
| DL.IDType | 10 | I94 | I94 | Client | Client Personal Info |
| DL.IDType | 11 | I797 | I797 | Client | Client Personal Info |
| DL.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info |
| DL.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info |
| DL.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info |
| DL.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info |
| DL.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info |
| DL.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info |
| DL.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info |
| DL.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info |
| DL.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info |
| DOBType | 0 | Other | Other | Client | Client Personal Info |
| DOBType | 1 | Date of Birth | Date of Birth | Client | Client Personal Info |
| DOBType | 2 | Trust Date | Trust Date | Client | Client Personal Info |
| DVD.Freq | 0 | Other | Other | Acct | Investment Profile |
| DVD.Freq | 1 | Daily | Daily | Acct | Investment Profile |
| DVD.Freq | 2 | Weekly | Weekly | Acct | Investment Profile |
| DVD.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile |
| DVD.Freq | 4 | Monthly | Monthly | Acct | Investment Profile |
| DVD.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile |
| DVD.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile |
| DVD.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile |
| DVD.Freq | 8 | Annually | Annually | Acct | Investment Profile |
| DVD.Freq | 9 | One-Time | One-Time | Acct | Investment Profile |
| DVD.Instr | 0 | Other | Other | Acct | Investment Profile |
| DVD.Instr | 1 | Hold | Hold | Acct | Investment Profile |
| DVD.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile |
| DVD.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile |
| DVD.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile |
| DVD.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile |
| DVD.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile |
| DVD.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile |
| DVD.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile |
| DVD.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile |
| DVD.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile |
| DVD.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile |
| DVD.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| DVD.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| DVD.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| DVD.Method | 0 | Other | Other | Acct | Investment Profile |
| DVD.Method | 1 | Journal | Journal | Acct | Investment Profile |
| DVD.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile |
| DVD.Method | 3 | Third Party | Third Party | Acct | Investment Profile |
| DVD.Method | 4 | ACH | ACH | Acct | Investment Profile |
| DVD.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile |
| DVD.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile |
| DVD.O.AddrType | 0 | Other | Other | Acct | Investment Profile |
| DVD.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile |
| DVD.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile |
| DVD.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile |
| DVD.O.AddrType | 4 | Office | Office address | Acct | Investment Profile |
| DVD.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile |
| DVD.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile |
| DVD.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile |
| DVD.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile |
| DVD.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile |
| DVD.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile |
| DVD.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile |
| DVD.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile |
| DVD.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile |
| DVD.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile |
| DVD.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile |
| DVD.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile |
| DVD.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile |
| DVD.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile |
| DVD.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile |
| DVD.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile |
| DVD.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile |
| DVD.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile |
| DVD.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile |
| DVD.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile |
| DVD.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile |
| DVD.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile |
| DVD.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile |
| DVD.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile |
| DVD.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile |
| DVD.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile |
| DVD.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile |
| DVD.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile |
| DVD.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile |
| DVD.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile |
| DVD.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile |
| DVD.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile |
| DVD.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile |
| DVD.PmtDestType | 0 | Other | Other | Acct | Investment Profile |
| DVD.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile |
| DVD.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile |
| DVD.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile |
| EIO.AddrType | 0 | Other | Other | Client | Employer/Education |
| EIO.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education |
| EIO.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education |
| EIO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education |
| EIO.AddrType | 4 | Office | Office address | Client | Employer/Education |
| EIO.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education |
| EIO.AddrType | 6 | Employer | Employer's address | Client | Employer/Education |
| EIO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education |
| EIO.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education |
| EIO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education |
| EIO.AddrUnitType | 0 | Other | Other | Client | Employer/Education |
| EIO.AddrUnitType | 1 | Apartment | Apartment | Client | Employer/Education |
| EIO.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education |
| EIO.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education |
| EIO.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education |
| EIO.AddrUnitType | 5 | Building | Building | Client | Employer/Education |
| EIO.AddrUnitType | 6 | Department | Department | Client | Employer/Education |
| EIO.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education |
| EIO.AddrUnitType | 8 | Front | Front | Client | Employer/Education |
| EIO.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education |
| EIO.AddrUnitType | 10 | Key | Key | Client | Employer/Education |
| EIO.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education |
| EIO.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education |
| EIO.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education |
| EIO.AddrUnitType | 14 | Office | Office | Client | Employer/Education |
| EIO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education |
| EIO.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education |
| EIO.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education |
| EIO.AddrUnitType | 18 | Room | Room | Client | Employer/Education |
| EIO.AddrUnitType | 19 | Side | Side | Client | Employer/Education |
| EIO.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education |
| EIO.AddrUnitType | 21 | Space | Space | Client | Employer/Education |
| EIO.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education |
| EIO.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education |
| EIO.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education |
| EIO.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education |
| EIO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education |
| EIO.PhoneNumFormat | 2 | International | International | Client | Employer/Education |
| EmployStatus | 0 | Other | Other | Client | Employer/Education |
| EmployStatus | 1 | Employed | Employed | Client | Employer/Education |
| EmployStatus | 2 | Self-Employed | Self-Employed | Client | Employer/Education |
| EmployStatus | 3 | Retired | Retired | Client | Employer/Education |
| EmployStatus | 4 | Unemployed | Unemployed | Client | Employer/Education |
| EmployStatus | 5 | Homemaker | Homemaker | Client | Employer/Education |
| EmployStatus | 6 | Student | Student | Client | Employer/Education |
| EntityType | 0 | Other | Other | Client | Client Personal Info |
| EntityType | 1 | Individual | Individual | Client | Client Personal Info |
| EntityType | 2 | Entity | Entity | Client | Client Personal Info |
| EntityType | 3 | Corporation | Corporation | Client | Client Personal Info |
| EntityType | 4 | Trust | Trust | Client | Client Personal Info |
| EntityType | 5 | Partnership | Partnership | Client | Client Personal Info |
| EntityVerifyType | 0 | Other | Other | Client | Suitability |
| EntityVerifyType | 1 | Articles of Incorporation | Articles of Incorporation | Client | Suitability |
| EntityVerifyType | 2 | Partnership Agreement | Partnership Agreement | Client | Suitability |
| EntityVerifyType | 3 | Non-Corporate Resolution | Non-Corporate Resolution | Client | Suitability |
| EntityVerifyType | 4 | Corporate Resolution | Corporate Resolution | Client | Suitability |
| EntityVerifyType | 5 | Investment Club Agreement | Investment Club Agreement | Client | Suitability |
| EntityVerifyType | 6 | Company Retirement Plan Document | Company Retirement Plan Document | Client | Suitability |
| EntityVerifyType | 7 | Death Certificate | Death Certificate | Client | Suitability |
| EntityVerifyType | 8 | Court Appointment (cannot be older than 90 days) | Court Appointment (cannot be older than 90 days) | Client | Suitability |
| EntityVerifyType | 9 | Affidavit of Domicile | Affidavit of Domicile | Client | Suitability |
| EntityVerifyType | 10 | Trust Document | Trust Document | Client | Suitability |
| EntityVerifyType | 11 | Trustee Certificate of Investment Powers | Trustee Certificate of Investment Powers | Client | Suitability |
| EO.AddrType | 0 | Other | Other | Client | Employer/Education |
| EO.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education |
| EO.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education |
| EO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education |
| EO.AddrType | 4 | Office | Office address | Client | Employer/Education |
| EO.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education |
| EO.AddrType | 6 | Employer | Employer's address | Client | Employer/Education |
| EO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education |
| EO.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education |
| EO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education |
| EO.AddrUnitType | 0 | Other | Other | Client | Employer/Education |
| EO.AddrUnitType | 1 | Apartment | Apartment | Client | Employer/Education |
| EO.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education |
| EO.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education |
| EO.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education |
| EO.AddrUnitType | 5 | Building | Building | Client | Employer/Education |
| EO.AddrUnitType | 6 | Department | Department | Client | Employer/Education |
| EO.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education |
| EO.AddrUnitType | 8 | Front | Front | Client | Employer/Education |
| EO.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education |
| EO.AddrUnitType | 10 | Key | Key | Client | Employer/Education |
| EO.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education |
| EO.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education |
| EO.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education |
| EO.AddrUnitType | 14 | Office | Office | Client | Employer/Education |
| EO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education |
| EO.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education |
| EO.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education |
| EO.AddrUnitType | 18 | Room | Room | Client | Employer/Education |
| EO.AddrUnitType | 19 | Side | Side | Client | Employer/Education |
| EO.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education |
| EO.AddrUnitType | 21 | Space | Space | Client | Employer/Education |
| EO.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education |
| EO.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education |
| EO.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education |
| EO.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education |
| EO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education |
| EO.PhoneNumFormat | 2 | International | International | Client | Employer/Education |
| ER.AddrType | 0 | Other | Other | Client | Suitability |
| ER.AddrType | 1 | Home | Home or Legal address | Client | Suitability |
| ER.AddrType | 2 | Mailing | Mailing address | Client | Suitability |
| ER.AddrType | 3 | Primary Residence | Address of primary residence | Client | Suitability |
| ER.AddrType | 4 | Office | Office address | Client | Suitability |
| ER.AddrType | 5 | Birth Place | Place of birth address | Client | Suitability |
| ER.AddrType | 6 | Employer | Employer's address | Client | Suitability |
| ER.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Suitability |
| ER.AddrType | 8 | Branch Address | Branch Address | Client | Suitability |
| ER.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Suitability |
| ER.AddrUnitType | 0 | Other | Other | Client | Suitability |
| ER.AddrUnitType | 1 | Apartment | Apartment | Client | Suitability |
| ER.AddrUnitType | 2 | Suite | Suite | Client | Suitability |
| ER.AddrUnitType | 3 | Floor | Floor | Client | Suitability |
| ER.AddrUnitType | 4 | Unit | Unit | Client | Suitability |
| ER.AddrUnitType | 5 | Building | Building | Client | Suitability |
| ER.AddrUnitType | 6 | Department | Department | Client | Suitability |
| ER.AddrUnitType | 7 | Basement | Basement | Client | Suitability |
| ER.AddrUnitType | 8 | Front | Front | Client | Suitability |
| ER.AddrUnitType | 9 | Hanger | Hanger | Client | Suitability |
| ER.AddrUnitType | 10 | Key | Key | Client | Suitability |
| ER.AddrUnitType | 11 | Lobby | Lobby | Client | Suitability |
| ER.AddrUnitType | 12 | Lot | Lot | Client | Suitability |
| ER.AddrUnitType | 13 | Lower | Lower | Client | Suitability |
| ER.AddrUnitType | 14 | Office | Office | Client | Suitability |
| ER.AddrUnitType | 15 | Penthouse | Penthouse | Client | Suitability |
| ER.AddrUnitType | 16 | Pier | Pier | Client | Suitability |
| ER.AddrUnitType | 17 | Rear | Rear | Client | Suitability |
| ER.AddrUnitType | 18 | Room | Room | Client | Suitability |
| ER.AddrUnitType | 19 | Side | Side | Client | Suitability |
| ER.AddrUnitType | 20 | Slip | Slip | Client | Suitability |
| ER.AddrUnitType | 21 | Space | Space | Client | Suitability |
| ER.AddrUnitType | 22 | Stop | Stop | Client | Suitability |
| ER.AddrUnitType | 23 | Trailer | Trailer | Client | Suitability |
| ER.AddrUnitType | 24 | Upper | Upper | Client | Suitability |
| ER.PhoneNumFormat | 0 | Other | Other | Client | Suitability |
| ER.PhoneNumFormat | 1 | Domestic | Domestic | Client | Suitability |
| ER.PhoneNumFormat | 2 | International | International | Client | Suitability |
| ExemptStatus | 0 | Other | Other | Acct | Account |
| ExemptStatus | 1 | Exempt | Exempt | Acct | Account |
| ExemptStatus | 2 | Non-Exempt | Non-Exempt | Acct | Account |
| FeeType | 0 | Other | Other | Client | Client Personal Info |
| FeeType | 1 | Commission | Commission | Acct | Account |
| FeeType | 1 | Commission | Commission | Client | Client Personal Info |
| FeeType | 2 | Fee | Fee | Acct | Account |
| FeeType | 2 | Fee | Fee | Client | Client Personal Info |
| Gender | 0 | Other | Other | Client | Client Personal Info |
| Gender | 1 | Male | Male | Client | Client Personal Info |
| Gender | 2 | Female | Female | Client | Client Personal Info |
| GiftManner | 0 | Other | Other | Acct | Account |
| GiftManner | 1 | Trust | Trust | Acct | Account |
| GiftManner | 2 | Will | Will | Acct | Account |
| GiftManner | 3 | Gift | Created by gift | Acct | Account |
| GiftManner | 4 | Appointment | Exercise by appointment | Acct | Account |
| GiftManner | 5 | Transfer | Transfer by fiduciary or obligor | Acct | Account |
| GOV.IDType | 0 | Other | Other | Client | Client Personal Info |
| GOV.IDType | 1 | Passport | Passport | Client | Client Personal Info |
| GOV.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info |
| GOV.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info |
| GOV.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info |
| GOV.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info |
| GOV.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info |
| GOV.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info |
| GOV.IDType | 8 | Military ID | Military ID | Client | Client Personal Info |
| GOV.IDType | 9 | Visa | Visa | Client | Client Personal Info |
| GOV.IDType | 10 | I94 | I94 | Client | Client Personal Info |
| GOV.IDType | 11 | I797 | I797 | Client | Client Personal Info |
| GOV.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info |
| GOV.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info |
| GOV.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info |
| GOV.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info |
| GOV.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info |
| GOV.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info |
| GOV.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info |
| GOV.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info |
| GOV.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info |
| GOV2.IDType | 0 | Other | Other | Client | Client Personal Info |
| GOV2.IDType | 1 | Passport | Passport | Client | Client Personal Info |
| GOV2.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info |
| GOV2.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info |
| GOV2.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info |
| GOV2.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info |
| GOV2.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info |
| GOV2.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info |
| GOV2.IDType | 8 | Military ID | Military ID | Client | Client Personal Info |
| GOV2.IDType | 9 | Visa | Visa | Client | Client Personal Info |
| GOV2.IDType | 10 | I94 | I94 | Client | Client Personal Info |
| GOV2.IDType | 11 | I797 | I797 | Client | Client Personal Info |
| GOV2.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info |
| GOV2.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info |
| GOV2.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info |
| GOV2.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info |
| GOV2.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info |
| GOV2.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info |
| GOV2.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info |
| GOV2.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info |
| GOV2.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info |
| GovtOfficialJurisdiction | 0 | Other | Other | Client | Suitability |
| GovtOfficialJurisdiction | 1 | City | City | Client | Suitability |
| GovtOfficialJurisdiction | 2 | County | County | Client | Suitability |
| GovtOfficialJurisdiction | 3 | State | State | Client | Suitability |
| GovtOfficialJurisdiction | 4 | Federal | Federal | Client | Suitability |
| GovtOfficialRelToClient | 0 | Other | Other | Client | Suitability |
| GovtOfficialRelToClient | 1 | Self | Self | Client | Suitability |
| GovtOfficialRelToClient | 2 | Spouse | Spouse | Client | Suitability |
| GovtOfficialRelToClient | 3 | Parent | Parent | Client | Suitability |
| GovtOfficialRelToClient | 4 | Sibling | Sibling | Client | Suitability |
| GovtOfficialRelToClient | 5 | Child | Child | Client | Suitability |
| H.AddrType | 0 | Other | Other | Client | Home |
| H.AddrType | 0 | Other | Other | FundSource | FundSource |
| H.AddrType | 0 | Other | Other | Rep | Rep Profile |
| H.AddrType | 1 | Home | Home or Legal address | Client | Home |
| H.AddrType | 1 | Home | Home or Legal address | FundSource | FundSource |
| H.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile |
| H.AddrType | 2 | Mailing | Mailing address | Client | Home |
| H.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource |
| H.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile |
| H.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home |
| H.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource |
| H.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile |
| H.AddrType | 4 | Office | Office address | Client | Home |
| H.AddrType | 4 | Office | Office address | FundSource | FundSource |
| H.AddrType | 4 | Office | Office address | Rep | Rep Profile |
| H.AddrType | 5 | Birth Place | Place of birth address | Client | Home |
| H.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource |
| H.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile |
| H.AddrType | 6 | Employer | Employer's address | Client | Home |
| H.AddrType | 6 | Employer | Employer's address | FundSource | FundSource |
| H.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile |
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home |
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource |
| H.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile |
| H.AddrType | 8 | Branch Address | Branch Address | Client | Home |
| H.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource |
| H.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile |
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home |
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource |
| H.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile |
| H.AddrUnitType | 0 | Other | Other | Client | Home |
| H.AddrUnitType | 0 | Other | Other | FundSource | FundSource |
| H.AddrUnitType | 0 | Other | Other | Rep | Rep Profile |
| H.AddrUnitType | 1 | Apartment | Apartment | Client | Home |
| H.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource |
| H.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile |
| H.AddrUnitType | 2 | Suite | Suite | Client | Home |
| H.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource |
| H.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile |
| H.AddrUnitType | 3 | Floor | Floor | Client | Home |
| H.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource |
| H.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile |
| H.AddrUnitType | 4 | Unit | Unit | Client | Home |
| H.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource |
| H.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile |
| H.AddrUnitType | 5 | Building | Building | Client | Home |
| H.AddrUnitType | 5 | Building | Building | FundSource | FundSource |
| H.AddrUnitType | 5 | Building | Building | Rep | Rep Profile |
| H.AddrUnitType | 6 | Department | Department | Client | Home |
| H.AddrUnitType | 6 | Department | Department | FundSource | FundSource |
| H.AddrUnitType | 6 | Department | Department | Rep | Rep Profile |
| H.AddrUnitType | 7 | Basement | Basement | Client | Home |
| H.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource |
| H.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile |
| H.AddrUnitType | 8 | Front | Front | Client | Home |
| H.AddrUnitType | 8 | Front | Front | FundSource | FundSource |
| H.AddrUnitType | 8 | Front | Front | Rep | Rep Profile |
| H.AddrUnitType | 9 | Hanger | Hanger | Client | Home |
| H.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource |
| H.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile |
| H.AddrUnitType | 10 | Key | Key | Client | Home |
| H.AddrUnitType | 10 | Key | Key | FundSource | FundSource |
| H.AddrUnitType | 10 | Key | Key | Rep | Rep Profile |
| H.AddrUnitType | 11 | Lobby | Lobby | Client | Home |
| H.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource |
| H.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile |
| H.AddrUnitType | 12 | Lot | Lot | Client | Home |
| H.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource |
| H.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile |
| H.AddrUnitType | 13 | Lower | Lower | Client | Home |
| H.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource |
| H.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile |
| H.AddrUnitType | 14 | Office | Office | Client | Home |
| H.AddrUnitType | 14 | Office | Office | FundSource | FundSource |
| H.AddrUnitType | 14 | Office | Office | Rep | Rep Profile |
| H.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home |
| H.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource |
| H.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile |
| H.AddrUnitType | 16 | Pier | Pier | Client | Home |
| H.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource |
| H.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile |
| H.AddrUnitType | 17 | Rear | Rear | Client | Home |
| H.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource |
| H.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile |
| H.AddrUnitType | 18 | Room | Room | Client | Home |
| H.AddrUnitType | 18 | Room | Room | FundSource | FundSource |
| H.AddrUnitType | 18 | Room | Room | Rep | Rep Profile |
| H.AddrUnitType | 19 | Side | Side | Client | Home |
| H.AddrUnitType | 19 | Side | Side | FundSource | FundSource |
| H.AddrUnitType | 19 | Side | Side | Rep | Rep Profile |
| H.AddrUnitType | 20 | Slip | Slip | Client | Home |
| H.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource |
| H.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile |
| H.AddrUnitType | 21 | Space | Space | Client | Home |
| H.AddrUnitType | 21 | Space | Space | FundSource | FundSource |
| H.AddrUnitType | 21 | Space | Space | Rep | Rep Profile |
| H.AddrUnitType | 22 | Stop | Stop | Client | Home |
| H.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource |
| H.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile |
| H.AddrUnitType | 23 | Trailer | Trailer | Client | Home |
| H.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource |
| H.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile |
| H.AddrUnitType | 24 | Upper | Upper | Client | Home |
| H.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource |
| H.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile |
| H.PhoneNumFormat | 0 | Other | Other | Client | Home |
| H.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource |
| H.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile |
| H.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home |
| H.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource |
| H.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile |
| H.PhoneNumFormat | 2 | International | International | Client | Home |
| H.PhoneNumFormat | 2 | International | International | FundSource | FundSource |
| H.PhoneNumFormat | 2 | International | International | Rep | Rep Profile |
| ImmigrationStatus | 0 | Other | Other | Client | Client Personal Info |
| ImmigrationStatus | 1 | Permanent Resident | Permanent Resident | Client | Client Personal Info |
| ImmigrationStatus | 2 | Non-Permanent Resident | Non-Permanent Resident | Client | Client Personal Info |
| ImmigrationStatus | 3 | Non-Resident | Non-Resident | Client | Client Personal Info |
| InsInvestType | 0 | Other | Other | ProductItem | Product |
| InsInvestType | 1 | Universal | Universal Whole Life | ProductItem | Product |
| InsInvestType | 2 | Variable | Variable Life | ProductItem | Product |
| InsInvestType | 3 | Indexed | Indexed Variable Life | ProductItem | Product |
| InstAcctAssetClass | 0 | Other | Other | Acct | Account |
| InstAcctAssetClass | 1 | Equities | Equities | Acct | Account |
| InstAcctAssetClass | 2 | Options | Options | Acct | Account |
| InstAcctAssetClass | 3 | Fixed Income | Fixed Income | Acct | Account |
| InstAcctAssetClass | 4 | Mutual Funds | Mutual Funds | Acct | Account |
| InstAcctAssetClass | 5 | Unit Investment Trust (UIT) | Unit Investment Trust (UIT) | Acct | Account |
| InstAcctAssetClass | 6 | Exchange Traded Funds (ETF) | Exchange Traded Funds (ETF) | Acct | Account |
| InstAcctDefn | 0 | Other Entity | Other Entity | Acct | Account |
| InstAcctDefn | 1 | None | None | Acct | Account |
| InstAcctDefn | 2 | Bank, Savings and Loan, Insurance, registered investment company | Bank, Savings and Loan, Insurance, registered investment company | Acct | Account |
| InstAcctDefn | 3 | Investment Advisor | Investment Advisor | Acct | Account |
| InstAcctSuitability | 0 | Other | Other | Acct | Account |
| InstAcctSuitability | 1 | Waived - All | Waived - All | Acct | Account |
| InstAcctSuitability | 2 | Accepted - Al | Accepted - Al | Acct | Account |
| InstAcctSuitability | 3 | Waived per asset class | Waived per asset class | Acct | Account |
| InstAcctSuitability | 4 | Determined at time of recommendation | Determined at time of recommendation | Acct | Account |
| InvestExperTypeAltInvest | 0 | Other | Other | Client | Suitability |
| InvestExperTypeAltInvest | 1 | None | None | Client | Suitability |
| InvestExperTypeAltInvest | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeAltInvest | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeAltInvest | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeAnnuity | 0 | Other | Other | Client | Suitability |
| InvestExperTypeAnnuity | 1 | None | None | Client | Suitability |
| InvestExperTypeAnnuity | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeAnnuity | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeAnnuity | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeBond | 0 | Other | Other | Client | Suitability |
| InvestExperTypeBond | 1 | None | None | Client | Suitability |
| InvestExperTypeBond | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeBond | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeBond | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeCash | 0 | Other | Other | Client | Suitability |
| InvestExperTypeCash | 1 | None | None | Client | Suitability |
| InvestExperTypeCash | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeCash | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeCash | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeCDs | 0 | Other | Other | Client | Suitability |
| InvestExperTypeCDs | 1 | None | None | Client | Suitability |
| InvestExperTypeCDs | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeCDs | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeCDs | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeCommodities | 0 | Other | Other | Client | Suitability |
| InvestExperTypeCommodities | 1 | None | None | Client | Suitability |
| InvestExperTypeCommodities | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeCommodities | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeCommodities | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeEmpPlan | 0 | Other | Other | Client | Suitability |
| InvestExperTypeEmpPlan | 1 | None | None | Client | Suitability |
| InvestExperTypeEmpPlan | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeEmpPlan | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeEmpPlan | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeETF | 0 | Other | Other | Client | Suitability |
| InvestExperTypeETF | 1 | None | None | Client | Suitability |
| InvestExperTypeETF | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeETF | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeETF | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeFixedIncome | 0 | Other | Other | Client | Suitability |
| InvestExperTypeFixedIncome | 1 | None | None | Client | Suitability |
| InvestExperTypeFixedIncome | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeFixedIncome | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeFixedIncome | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeForeignCurrency | 0 | Other | Other | Client | Suitability |
| InvestExperTypeForeignCurrency | 1 | None | None | Client | Suitability |
| InvestExperTypeForeignCurrency | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeForeignCurrency | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeForeignCurrency | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeForeignSecurities | 0 | Other | Other | Client | Suitability |
| InvestExperTypeForeignSecurities | 1 | None | None | Client | Suitability |
| InvestExperTypeForeignSecurities | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeForeignSecurities | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeForeignSecurities | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeFuture | 0 | Other | Other | Client | Suitability |
| InvestExperTypeFuture | 1 | None | None | Client | Suitability |
| InvestExperTypeFuture | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeFuture | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeFuture | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeInsurance | 0 | Other | Other | Client | Suitability |
| InvestExperTypeInsurance | 1 | None | None | Client | Suitability |
| InvestExperTypeInsurance | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeInsurance | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeInsurance | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeLLP | 0 | Other | Other | Client | Suitability |
| InvestExperTypeLLP | 1 | None | None | Client | Suitability |
| InvestExperTypeLLP | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeLLP | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeLLP | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeManagedAcct | 0 | Other | Other | Client | Suitability |
| InvestExperTypeManagedAcct | 1 | None | None | Client | Suitability |
| InvestExperTypeManagedAcct | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeManagedAcct | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeManagedAcct | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeMargin | 0 | Other | Other | Client | Suitability |
| InvestExperTypeMargin | 1 | None | None | Client | Suitability |
| InvestExperTypeMargin | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeMargin | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeMargin | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeMetals | 0 | Other | Other | Client | Suitability |
| InvestExperTypeMetals | 1 | None | None | Client | Suitability |
| InvestExperTypeMetals | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeMetals | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeMetals | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeMutualFund | 0 | Other | Other | Client | Suitability |
| InvestExperTypeMutualFund | 1 | None | None | Client | Suitability |
| InvestExperTypeMutualFund | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeMutualFund | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeMutualFund | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeOption | 0 | Other | Other | Client | Suitability |
| InvestExperTypeOption | 1 | None | None | Client | Suitability |
| InvestExperTypeOption | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeOption | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeOption | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeOther | 0 | Other | Other | Client | Suitability |
| InvestExperTypeOther | 1 | None | None | Client | Suitability |
| InvestExperTypeOther | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeOther | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeOther | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeRealEstate | 0 | Other | Other | Client | Suitability |
| InvestExperTypeRealEstate | 1 | None | None | Client | Suitability |
| InvestExperTypeRealEstate | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeRealEstate | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeRealEstate | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeREITs | 0 | Other | Other | Client | Suitability |
| InvestExperTypeREITs | 1 | None | None | Client | Suitability |
| InvestExperTypeREITs | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeREITs | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeREITs | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeSavings | 0 | Other | Other | Client | Suitability |
| InvestExperTypeSavings | 1 | None | None | Client | Suitability |
| InvestExperTypeSavings | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeSavings | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeSavings | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeShortTerm | 0 | Other | Other | Client | Suitability |
| InvestExperTypeShortTerm | 1 | None | None | Client | Suitability |
| InvestExperTypeShortTerm | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeShortTerm | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeShortTerm | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeStock | 0 | Other | Other | Client | Suitability |
| InvestExperTypeStock | 1 | None | None | Client | Suitability |
| InvestExperTypeStock | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeStock | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeStock | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeUIT | 0 | Other | Other | Client | Suitability |
| InvestExperTypeUIT | 1 | None | None | Client | Suitability |
| InvestExperTypeUIT | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeUIT | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeUIT | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeVariableAnnuity | 0 | Other | Other | Client | Suitability |
| InvestExperTypeVariableAnnuity | 1 | None | None | Client | Suitability |
| InvestExperTypeVariableAnnuity | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeVariableAnnuity | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeVariableAnnuity | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeVariableContract | 0 | Other | Other | Client | Suitability |
| InvestExperTypeVariableContract | 1 | None | None | Client | Suitability |
| InvestExperTypeVariableContract | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeVariableContract | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeVariableContract | 4 | Extensive | Extensive | Client | Suitability |
| InvestExperTypeVUL | 0 | Other | Other | Client | Suitability |
| InvestExperTypeVUL | 1 | None | None | Client | Suitability |
| InvestExperTypeVUL | 2 | Limited | Limited | Client | Suitability |
| InvestExperTypeVUL | 3 | Moderate | Moderate | Client | Suitability |
| InvestExperTypeVUL | 4 | Extensive | Extensive | Client | Suitability |
| InvestKnowledge | 0 | Other | Other | Client | Suitability |
| InvestKnowledge | 1 | None | None | Client | Suitability |
| InvestKnowledge | 2 | Limited | Limited | Client | Suitability |
| InvestKnowledge | 3 | Moderate | Moderate | Client | Suitability |
| InvestKnowledge | 4 | Extensive | Extensive | Client | Suitability |
| IssueType | 0 | Other | Other | ProductItem | Product |
| IssueType | 1 | GI | Guaranteed Issue | ProductItem | Product |
| IssueType | 2 | RI | Regular Issue | ProductItem | Product |
| IssueType | 3 | FUW | Full Underwriting | ProductItem | Product |
| IssueType | 4 | SI | Simplified Issue | ProductItem | Product |
| M.AddrType | 0 | Other | Other | Acct | Payout |
| M.AddrType | 0 | Other | Other | Client | Home |
| M.AddrType | 1 | Home | Home or Legal address | Acct | Payout |
| M.AddrType | 1 | Home | Home or Legal address | Client | Home |
| M.AddrType | 2 | Mailing | Mailing address | Acct | Payout |
| M.AddrType | 2 | Mailing | Mailing address | Client | Home |
| M.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Payout |
| M.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home |
| M.AddrType | 4 | Office | Office address | Acct | Payout |
| M.AddrType | 4 | Office | Office address | Client | Home |
| M.AddrType | 5 | Birth Place | Place of birth address | Acct | Payout |
| M.AddrType | 5 | Birth Place | Place of birth address | Client | Home |
| M.AddrType | 6 | Employer | Employer's address | Acct | Payout |
| M.AddrType | 6 | Employer | Employer's address | Client | Home |
| M.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Payout |
| M.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home |
| M.AddrType | 8 | Branch Address | Branch Address | Acct | Payout |
| M.AddrType | 8 | Branch Address | Branch Address | Client | Home |
| M.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Payout |
| M.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home |
| M.AddrUnitType | 0 | Other | Other | Acct | Payout |
| M.AddrUnitType | 0 | Other | Other | Client | Home |
| M.AddrUnitType | 1 | Apartment | Apartment | Acct | Payout |
| M.AddrUnitType | 1 | Apartment | Apartment | Client | Home |
| M.AddrUnitType | 2 | Suite | Suite | Acct | Payout |
| M.AddrUnitType | 2 | Suite | Suite | Client | Home |
| M.AddrUnitType | 3 | Floor | Floor | Acct | Payout |
| M.AddrUnitType | 3 | Floor | Floor | Client | Home |
| M.AddrUnitType | 4 | Unit | Unit | Acct | Payout |
| M.AddrUnitType | 4 | Unit | Unit | Client | Home |
| M.AddrUnitType | 5 | Building | Building | Acct | Payout |
| M.AddrUnitType | 5 | Building | Building | Client | Home |
| M.AddrUnitType | 6 | Department | Department | Acct | Payout |
| M.AddrUnitType | 6 | Department | Department | Client | Home |
| M.AddrUnitType | 7 | Basement | Basement | Acct | Payout |
| M.AddrUnitType | 7 | Basement | Basement | Client | Home |
| M.AddrUnitType | 8 | Front | Front | Acct | Payout |
| M.AddrUnitType | 8 | Front | Front | Client | Home |
| M.AddrUnitType | 9 | Hanger | Hanger | Acct | Payout |
| M.AddrUnitType | 9 | Hanger | Hanger | Client | Home |
| M.AddrUnitType | 10 | Key | Key | Acct | Payout |
| M.AddrUnitType | 10 | Key | Key | Client | Home |
| M.AddrUnitType | 11 | Lobby | Lobby | Acct | Payout |
| M.AddrUnitType | 11 | Lobby | Lobby | Client | Home |
| M.AddrUnitType | 12 | Lot | Lot | Acct | Payout |
| M.AddrUnitType | 12 | Lot | Lot | Client | Home |
| M.AddrUnitType | 13 | Lower | Lower | Acct | Payout |
| M.AddrUnitType | 13 | Lower | Lower | Client | Home |
| M.AddrUnitType | 14 | Office | Office | Acct | Payout |
| M.AddrUnitType | 14 | Office | Office | Client | Home |
| M.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Payout |
| M.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home |
| M.AddrUnitType | 16 | Pier | Pier | Acct | Payout |
| M.AddrUnitType | 16 | Pier | Pier | Client | Home |
| M.AddrUnitType | 17 | Rear | Rear | Acct | Payout |
| M.AddrUnitType | 17 | Rear | Rear | Client | Home |
| M.AddrUnitType | 18 | Room | Room | Acct | Payout |
| M.AddrUnitType | 18 | Room | Room | Client | Home |
| M.AddrUnitType | 19 | Side | Side | Acct | Payout |
| M.AddrUnitType | 19 | Side | Side | Client | Home |
| M.AddrUnitType | 20 | Slip | Slip | Acct | Payout |
| M.AddrUnitType | 20 | Slip | Slip | Client | Home |
| M.AddrUnitType | 21 | Space | Space | Acct | Payout |
| M.AddrUnitType | 21 | Space | Space | Client | Home |
| M.AddrUnitType | 22 | Stop | Stop | Acct | Payout |
| M.AddrUnitType | 22 | Stop | Stop | Client | Home |
| M.AddrUnitType | 23 | Trailer | Trailer | Acct | Payout |
| M.AddrUnitType | 23 | Trailer | Trailer | Client | Home |
| M.AddrUnitType | 24 | Upper | Upper | Acct | Payout |
| M.AddrUnitType | 24 | Upper | Upper | Client | Home |
| M.PhoneNumFormat | 0 | Other | Other | Acct | Payout |
| M.PhoneNumFormat | 0 | Other | Other | Client | Home |
| M.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Payout |
| M.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home |
| M.PhoneNumFormat | 2 | International | International | Acct | Payout |
| M.PhoneNumFormat | 2 | International | International | Client | Home |
| MarketDiscountAccrual | 0 | Other | Other | Acct | Investment Profile |
| MarketDiscountAccrual | 1 | IRS Default (Constant Yield) | IRS Default (Constant Yield) | Acct | Investment Profile |
| MarketDiscountAccrual | 2 | Alternative (Ratable) | Alternative (Ratable) | Acct | Investment Profile |
| MarketDiscountIncome | 0 | Other | Other | Acct | Investment Profile |
| MarketDiscountIncome | 1 | IRS Default (No) | IRS Default (No) | Acct | Investment Profile |
| MarketDiscountIncome | 2 | Alternative (Yes) | Alternative (Yes) | Acct | Investment Profile |
| Married | 0 | Other | Other | Client | Client Personal Info |
| Married | 1 | Single | Single | Client | Client Personal Info |
| Married | 2 | Married | Married | Client | Client Personal Info |
| Married | 3 | Divorced | Divorced | Client | Client Personal Info |
| Married | 4 | Separated | Separated | Client | Client Personal Info |
| Married | 5 | Widowed | Widowed | Client | Client Personal Info |
| Married | 6 | Domestic Partner | Domestic Partner | Client | Client Personal Info |
| Married | 7 | Married Tax Single | Married, but withhold at single tax rate | Client | Client Personal Info |
| Married | 8 | Annulled | Marriage was annulled | Client | Client Personal Info |
| MFDVD.Freq | 0 | Other | Other | Acct | Investment Profile |
| MFDVD.Freq | 1 | Daily | Daily | Acct | Investment Profile |
| MFDVD.Freq | 2 | Weekly | Weekly | Acct | Investment Profile |
| MFDVD.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile |
| MFDVD.Freq | 4 | Monthly | Monthly | Acct | Investment Profile |
| MFDVD.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile |
| MFDVD.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile |
| MFDVD.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile |
| MFDVD.Freq | 8 | Annually | Annually | Acct | Investment Profile |
| MFDVD.Freq | 9 | One-Time | One-Time | Acct | Investment Profile |
| MFDVD.Instr | 0 | Other | Other | Acct | Investment Profile |
| MFDVD.Instr | 1 | Hold | Hold | Acct | Investment Profile |
| MFDVD.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile |
| MFDVD.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile |
| MFDVD.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile |
| MFDVD.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile |
| MFDVD.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile |
| MFDVD.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile |
| MFDVD.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile |
| MFDVD.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile |
| MFDVD.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile |
| MFDVD.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile |
| MFDVD.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| MFDVD.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| MFDVD.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| MFDVD.Method | 0 | Other | Other | Acct | Investment Profile |
| MFDVD.Method | 1 | Journal | Journal | Acct | Investment Profile |
| MFDVD.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile |
| MFDVD.Method | 3 | Third Party | Third Party | Acct | Investment Profile |
| MFDVD.Method | 4 | ACH | ACH | Acct | Investment Profile |
| MFDVD.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile |
| MFDVD.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile |
| MFDVD.O.AddrType | 0 | Other | Other | Acct | Investment Profile |
| MFDVD.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile |
| MFDVD.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile |
| MFDVD.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile |
| MFDVD.O.AddrType | 4 | Office | Office address | Acct | Investment Profile |
| MFDVD.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile |
| MFDVD.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile |
| MFDVD.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile |
| MFDVD.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile |
| MFDVD.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile |
| MFDVD.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile |
| MFDVD.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile |
| MFDVD.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile |
| MFDVD.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile |
| MFDVD.PmtDestType | 0 | Other | Other | Acct | Investment Profile |
| MFDVD.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile |
| MFDVD.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile |
| MFDVD.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile |
| NewClient | 0 | Other | Other | Client | Client Personal Info |
| NewClient | 1 | New | New Client | Client | Client Personal Info |
| NewClient | 2 | Existing | Existing Client | Client | Client Personal Info |
| NonGOV.IDType | 0 | Other | Other | Client | Client Personal Info |
| NonGOV.IDType | 1 | Passport | Passport | Client | Client Personal Info |
| NonGOV.IDType | 2 | Drivers License | Drivers License | Client | Client Personal Info |
| NonGOV.IDType | 3 | Identification Card | Identification Card | Client | Client Personal Info |
| NonGOV.IDType | 4 | Alien Registration Card (Green Card) | Alien Registration Card (Green Card) | Client | Client Personal Info |
| NonGOV.IDType | 5 | Employer Authorization Document (EAD) | Employer Authorization Document (EAD) | Client | Client Personal Info |
| NonGOV.IDType | 6 | Passport without Visa | Passport without Visa | Client | Client Personal Info |
| NonGOV.IDType | 7 | Non-Documented | Non-documentary | Client | Client Personal Info |
| NonGOV.IDType | 8 | Military ID | Military ID | Client | Client Personal Info |
| NonGOV.IDType | 9 | Visa | Visa | Client | Client Personal Info |
| NonGOV.IDType | 10 | I94 | I94 | Client | Client Personal Info |
| NonGOV.IDType | 11 | I797 | I797 | Client | Client Personal Info |
| NonGOV.IDType | 12 | Advance Parole | Advance Parole | Client | Client Personal Info |
| NonGOV.IDVerifyMethod | 0 | Other | Other | Client | Client Personal Info |
| NonGOV.IDVerifyMethod | 1 | Contacted Client | Contacted Client | Client | Client Personal Info |
| NonGOV.IDVerifyMethod | 2 | Independently Verified Identity | Independently Verified Identity | Client | Client Personal Info |
| NonGOV.IDVerifyMethod | 3 | Checked References w/ Employer | Checked References w/ Employer | Client | Client Personal Info |
| NonGOV.IDVerifyMethod | 4 | Obtained Financial Statement | Obtained Financial Statement | Client | Client Personal Info |
| NonGOV.IDVerifyMethod | 5 | Obtained Utility or Phone Bill | Obtained Utility or Phone Bill | Client | Client Personal Info |
| NonGOV.IDVerifyMethod | 6 | Obtained Property Tax Bill | Obtained Property Tax Bill | Client | Client Personal Info |
| NonGOV.IDVerifyMethod | 7 | Used Reverse Phone Directory | Used Reverse Phone Directory | Client | Client Personal Info |
| NotifyType | 0 | Other | Other | Acct | Account |
| NotifyType | 0 | Other | Other | Client | Account |
| NotifyType | 1 | Statement | Statement | Acct | Account |
| NotifyType | 1 | Statement | Statement | Client | Account |
| NotifyType | 2 | Confirm | Confirm | Acct | Account |
| NotifyType | 2 | Confirm | Confirm | Client | Account |
| NotifyType | 3 | Proxy | Proxy | Acct | Account |
| NotifyType | 3 | Proxy | Proxy | Client | Account |
| O.AddrType | 0 | Other | Other | Client | Employer/Education |
| O.AddrType | 0 | Other | Other | Company | ProdCo |
| O.AddrType | 0 | Other | Other | FundSource | FundSource |
| O.AddrType | 1 | Home | Home or Legal address | Client | Employer/Education |
| O.AddrType | 1 | Home | Home or Legal address | Company | ProdCo |
| O.AddrType | 1 | Home | Home or Legal address | FundSource | FundSource |
| O.AddrType | 2 | Mailing | Mailing address | Client | Employer/Education |
| O.AddrType | 2 | Mailing | Mailing address | Company | ProdCo |
| O.AddrType | 2 | Mailing | Mailing address | FundSource | FundSource |
| O.AddrType | 3 | Primary Residence | Address of primary residence | Client | Employer/Education |
| O.AddrType | 3 | Primary Residence | Address of primary residence | Company | ProdCo |
| O.AddrType | 3 | Primary Residence | Address of primary residence | FundSource | FundSource |
| O.AddrType | 4 | Office | Office address | Client | Employer/Education |
| O.AddrType | 4 | Office | Office address | Company | ProdCo |
| O.AddrType | 4 | Office | Office address | FundSource | FundSource |
| O.AddrType | 5 | Birth Place | Place of birth address | Client | Employer/Education |
| O.AddrType | 5 | Birth Place | Place of birth address | Company | ProdCo |
| O.AddrType | 5 | Birth Place | Place of birth address | FundSource | FundSource |
| O.AddrType | 6 | Employer | Employer's address | Client | Employer/Education |
| O.AddrType | 6 | Employer | Employer's address | Company | ProdCo |
| O.AddrType | 6 | Employer | Employer's address | FundSource | FundSource |
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Employer/Education |
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Company | ProdCo |
| O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | FundSource | FundSource |
| O.AddrType | 8 | Branch Address | Branch Address | Client | Employer/Education |
| O.AddrType | 8 | Branch Address | Branch Address | Company | ProdCo |
| O.AddrType | 8 | Branch Address | Branch Address | FundSource | FundSource |
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Employer/Education |
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Company | ProdCo |
| O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | FundSource | FundSource |
| O.AddrUnitType | 0 | Other | Other | Client | Employer/Education |
| O.AddrUnitType | 0 | Other | Other | Company | ProdCo |
| O.AddrUnitType | 0 | Other | Other | FundSource | FundSource |
| O.AddrUnitType | 1 | Apartment | Apartment | Client | Employer/Education |
| O.AddrUnitType | 1 | Apartment | Apartment | Company | ProdCo |
| O.AddrUnitType | 1 | Apartment | Apartment | FundSource | FundSource |
| O.AddrUnitType | 2 | Suite | Suite | Client | Employer/Education |
| O.AddrUnitType | 2 | Suite | Suite | Company | ProdCo |
| O.AddrUnitType | 2 | Suite | Suite | FundSource | FundSource |
| O.AddrUnitType | 3 | Floor | Floor | Client | Employer/Education |
| O.AddrUnitType | 3 | Floor | Floor | Company | ProdCo |
| O.AddrUnitType | 3 | Floor | Floor | FundSource | FundSource |
| O.AddrUnitType | 4 | Unit | Unit | Client | Employer/Education |
| O.AddrUnitType | 4 | Unit | Unit | Company | ProdCo |
| O.AddrUnitType | 4 | Unit | Unit | FundSource | FundSource |
| O.AddrUnitType | 5 | Building | Building | Client | Employer/Education |
| O.AddrUnitType | 5 | Building | Building | Company | ProdCo |
| O.AddrUnitType | 5 | Building | Building | FundSource | FundSource |
| O.AddrUnitType | 6 | Department | Department | Client | Employer/Education |
| O.AddrUnitType | 6 | Department | Department | Company | ProdCo |
| O.AddrUnitType | 6 | Department | Department | FundSource | FundSource |
| O.AddrUnitType | 7 | Basement | Basement | Client | Employer/Education |
| O.AddrUnitType | 7 | Basement | Basement | Company | ProdCo |
| O.AddrUnitType | 7 | Basement | Basement | FundSource | FundSource |
| O.AddrUnitType | 8 | Front | Front | Client | Employer/Education |
| O.AddrUnitType | 8 | Front | Front | Company | ProdCo |
| O.AddrUnitType | 8 | Front | Front | FundSource | FundSource |
| O.AddrUnitType | 9 | Hanger | Hanger | Client | Employer/Education |
| O.AddrUnitType | 9 | Hanger | Hanger | Company | ProdCo |
| O.AddrUnitType | 9 | Hanger | Hanger | FundSource | FundSource |
| O.AddrUnitType | 10 | Key | Key | Client | Employer/Education |
| O.AddrUnitType | 10 | Key | Key | Company | ProdCo |
| O.AddrUnitType | 10 | Key | Key | FundSource | FundSource |
| O.AddrUnitType | 11 | Lobby | Lobby | Client | Employer/Education |
| O.AddrUnitType | 11 | Lobby | Lobby | Company | ProdCo |
| O.AddrUnitType | 11 | Lobby | Lobby | FundSource | FundSource |
| O.AddrUnitType | 12 | Lot | Lot | Client | Employer/Education |
| O.AddrUnitType | 12 | Lot | Lot | Company | ProdCo |
| O.AddrUnitType | 12 | Lot | Lot | FundSource | FundSource |
| O.AddrUnitType | 13 | Lower | Lower | Client | Employer/Education |
| O.AddrUnitType | 13 | Lower | Lower | Company | ProdCo |
| O.AddrUnitType | 13 | Lower | Lower | FundSource | FundSource |
| O.AddrUnitType | 14 | Office | Office | Client | Employer/Education |
| O.AddrUnitType | 14 | Office | Office | Company | ProdCo |
| O.AddrUnitType | 14 | Office | Office | FundSource | FundSource |
| O.AddrUnitType | 15 | Penthouse | Penthouse | Client | Employer/Education |
| O.AddrUnitType | 15 | Penthouse | Penthouse | Company | ProdCo |
| O.AddrUnitType | 15 | Penthouse | Penthouse | FundSource | FundSource |
| O.AddrUnitType | 16 | Pier | Pier | Client | Employer/Education |
| O.AddrUnitType | 16 | Pier | Pier | Company | ProdCo |
| O.AddrUnitType | 16 | Pier | Pier | FundSource | FundSource |
| O.AddrUnitType | 17 | Rear | Rear | Client | Employer/Education |
| O.AddrUnitType | 17 | Rear | Rear | Company | ProdCo |
| O.AddrUnitType | 17 | Rear | Rear | FundSource | FundSource |
| O.AddrUnitType | 18 | Room | Room | Client | Employer/Education |
| O.AddrUnitType | 18 | Room | Room | Company | ProdCo |
| O.AddrUnitType | 18 | Room | Room | FundSource | FundSource |
| O.AddrUnitType | 19 | Side | Side | Client | Employer/Education |
| O.AddrUnitType | 19 | Side | Side | Company | ProdCo |
| O.AddrUnitType | 19 | Side | Side | FundSource | FundSource |
| O.AddrUnitType | 20 | Slip | Slip | Client | Employer/Education |
| O.AddrUnitType | 20 | Slip | Slip | Company | ProdCo |
| O.AddrUnitType | 20 | Slip | Slip | FundSource | FundSource |
| O.AddrUnitType | 21 | Space | Space | Client | Employer/Education |
| O.AddrUnitType | 21 | Space | Space | Company | ProdCo |
| O.AddrUnitType | 21 | Space | Space | FundSource | FundSource |
| O.AddrUnitType | 22 | Stop | Stop | Client | Employer/Education |
| O.AddrUnitType | 22 | Stop | Stop | Company | ProdCo |
| O.AddrUnitType | 22 | Stop | Stop | FundSource | FundSource |
| O.AddrUnitType | 23 | Trailer | Trailer | Client | Employer/Education |
| O.AddrUnitType | 23 | Trailer | Trailer | Company | ProdCo |
| O.AddrUnitType | 23 | Trailer | Trailer | FundSource | FundSource |
| O.AddrUnitType | 24 | Upper | Upper | Client | Employer/Education |
| O.AddrUnitType | 24 | Upper | Upper | Company | ProdCo |
| O.AddrUnitType | 24 | Upper | Upper | FundSource | FundSource |
| O.PhoneNumFormat | 0 | Other | Other | Client | Employer/Education |
| O.PhoneNumFormat | 0 | Other | Other | Company | ProdCo |
| O.PhoneNumFormat | 0 | Other | Other | FundSource | FundSource |
| O.PhoneNumFormat | 1 | Domestic | Domestic | Client | Employer/Education |
| O.PhoneNumFormat | 1 | Domestic | Domestic | Company | ProdCo |
| O.PhoneNumFormat | 1 | Domestic | Domestic | FundSource | FundSource |
| O.PhoneNumFormat | 2 | International | International | Client | Employer/Education |
| O.PhoneNumFormat | 2 | International | International | Company | ProdCo |
| O.PhoneNumFormat | 2 | International | International | FundSource | FundSource |
| OSJSignAddr.AddrType | 0 | Other | Other | Rep | Rep Profile |
| OSJSignAddr.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile |
| OSJSignAddr.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile |
| OSJSignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile |
| OSJSignAddr.AddrType | 4 | Office | Office address | Rep | Rep Profile |
| OSJSignAddr.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile |
| OSJSignAddr.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile |
| OSJSignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile |
| OSJSignAddr.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile |
| OSJSignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 0 | Other | Other | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 5 | Building | Building | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 6 | Department | Department | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 8 | Front | Front | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 10 | Key | Key | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 14 | Office | Office | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 18 | Room | Room | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 19 | Side | Side | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 21 | Space | Space | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile |
| OSJSignAddr.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile |
| OSJSignAddr.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile |
| OSJSignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile |
| OSJSignAddr.PhoneNumFormat | 2 | International | International | Rep | Rep Profile |
| OwnerRelationship | 0 | Other | Other | Acct | Account |
| OwnerRelationship | 1 | Married | Married | Acct | Account |
| OwnerRelationship | 2 | Partners | Partners | Acct | Account |
| OwnerRelationship | 3 | Friends | Friends | Acct | Account |
| P.AddrType | 0 | Other | Other | Rep | Rep Profile |
| P.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile |
| P.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile |
| P.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile |
| P.AddrType | 4 | Office | Office address | Rep | Rep Profile |
| P.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile |
| P.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile |
| P.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile |
| P.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile |
| P.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile |
| P.AddrUnitType | 0 | Other | Other | Rep | Rep Profile |
| P.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile |
| P.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile |
| P.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile |
| P.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile |
| P.AddrUnitType | 5 | Building | Building | Rep | Rep Profile |
| P.AddrUnitType | 6 | Department | Department | Rep | Rep Profile |
| P.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile |
| P.AddrUnitType | 8 | Front | Front | Rep | Rep Profile |
| P.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile |
| P.AddrUnitType | 10 | Key | Key | Rep | Rep Profile |
| P.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile |
| P.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile |
| P.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile |
| P.AddrUnitType | 14 | Office | Office | Rep | Rep Profile |
| P.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile |
| P.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile |
| P.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile |
| P.AddrUnitType | 18 | Room | Room | Rep | Rep Profile |
| P.AddrUnitType | 19 | Side | Side | Rep | Rep Profile |
| P.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile |
| P.AddrUnitType | 21 | Space | Space | Rep | Rep Profile |
| P.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile |
| P.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile |
| P.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile |
| P.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile |
| P.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile |
| P.PhoneNumFormat | 2 | International | International | Rep | Rep Profile |
| PBD.AddrType | 0 | Other | Other | Rep | Branch/Broker-Dealer |
| PBD.AddrType | 1 | Home | Home or Legal address | Rep | Branch/Broker-Dealer |
| PBD.AddrType | 2 | Mailing | Mailing address | Rep | Branch/Broker-Dealer |
| PBD.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Branch/Broker-Dealer |
| PBD.AddrType | 4 | Office | Office address | Rep | Branch/Broker-Dealer |
| PBD.AddrType | 5 | Birth Place | Place of birth address | Rep | Branch/Broker-Dealer |
| PBD.AddrType | 6 | Employer | Employer's address | Rep | Branch/Broker-Dealer |
| PBD.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Branch/Broker-Dealer |
| PBD.AddrType | 8 | Branch Address | Branch Address | Rep | Branch/Broker-Dealer |
| PBD.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 0 | Other | Other | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 1 | Apartment | Apartment | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 2 | Suite | Suite | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 3 | Floor | Floor | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 4 | Unit | Unit | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 5 | Building | Building | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 6 | Department | Department | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 7 | Basement | Basement | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 8 | Front | Front | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 9 | Hanger | Hanger | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 10 | Key | Key | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 11 | Lobby | Lobby | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 12 | Lot | Lot | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 13 | Lower | Lower | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 14 | Office | Office | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 16 | Pier | Pier | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 17 | Rear | Rear | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 18 | Room | Room | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 19 | Side | Side | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 20 | Slip | Slip | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 21 | Space | Space | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 22 | Stop | Stop | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 23 | Trailer | Trailer | Rep | Branch/Broker-Dealer |
| PBD.AddrUnitType | 24 | Upper | Upper | Rep | Branch/Broker-Dealer |
| PBD.PhoneNumFormat | 0 | Other | Other | Rep | Branch/Broker-Dealer |
| PBD.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Branch/Broker-Dealer |
| PBD.PhoneNumFormat | 2 | International | International | Rep | Branch/Broker-Dealer |
| PER.Freq | 0 | Other | Other | Acct | Investment Profile |
| PER.Freq | 1 | Daily | Daily | Acct | Investment Profile |
| PER.Freq | 2 | Weekly | Weekly | Acct | Investment Profile |
| PER.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile |
| PER.Freq | 4 | Monthly | Monthly | Acct | Investment Profile |
| PER.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile |
| PER.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile |
| PER.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile |
| PER.Freq | 8 | Annually | Annually | Acct | Investment Profile |
| PER.Freq | 9 | One-Time | One-Time | Acct | Investment Profile |
| PER.Instr | 0 | Other | Other | Acct | Investment Profile |
| PER.Instr | 1 | Hold | Hold | Acct | Investment Profile |
| PER.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile |
| PER.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile |
| PER.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile |
| PER.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile |
| PER.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile |
| PER.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile |
| PER.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile |
| PER.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile |
| PER.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile |
| PER.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile |
| PER.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| PER.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| PER.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| PER.Method | 0 | Other | Other | Acct | Investment Profile |
| PER.Method | 1 | Journal | Journal | Acct | Investment Profile |
| PER.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile |
| PER.Method | 3 | Third Party | Third Party | Acct | Investment Profile |
| PER.Method | 4 | ACH | ACH | Acct | Investment Profile |
| PER.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile |
| PER.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile |
| PER.O.AddrType | 0 | Other | Other | Acct | Investment Profile |
| PER.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile |
| PER.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile |
| PER.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile |
| PER.O.AddrType | 4 | Office | Office address | Acct | Investment Profile |
| PER.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile |
| PER.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile |
| PER.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile |
| PER.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile |
| PER.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile |
| PER.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile |
| PER.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile |
| PER.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile |
| PER.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile |
| PER.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile |
| PER.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile |
| PER.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile |
| PER.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile |
| PER.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile |
| PER.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile |
| PER.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile |
| PER.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile |
| PER.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile |
| PER.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile |
| PER.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile |
| PER.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile |
| PER.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile |
| PER.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile |
| PER.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile |
| PER.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile |
| PER.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile |
| PER.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile |
| PER.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile |
| PER.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile |
| PER.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile |
| PER.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile |
| PER.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile |
| PER.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile |
| PER.PmtDestType | 0 | Other | Other | Acct | Investment Profile |
| PER.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile |
| PER.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile |
| PER.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile |
| PH.AddrType | 0 | Other | Other | Client | Home |
| PH.AddrType | 1 | Home | Home or Legal address | Client | Home |
| PH.AddrType | 2 | Mailing | Mailing address | Client | Home |
| PH.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home |
| PH.AddrType | 4 | Office | Office address | Client | Home |
| PH.AddrType | 5 | Birth Place | Place of birth address | Client | Home |
| PH.AddrType | 6 | Employer | Employer's address | Client | Home |
| PH.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home |
| PH.AddrType | 8 | Branch Address | Branch Address | Client | Home |
| PH.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home |
| PH.AddrUnitType | 0 | Other | Other | Client | Home |
| PH.AddrUnitType | 1 | Apartment | Apartment | Client | Home |
| PH.AddrUnitType | 2 | Suite | Suite | Client | Home |
| PH.AddrUnitType | 3 | Floor | Floor | Client | Home |
| PH.AddrUnitType | 4 | Unit | Unit | Client | Home |
| PH.AddrUnitType | 5 | Building | Building | Client | Home |
| PH.AddrUnitType | 6 | Department | Department | Client | Home |
| PH.AddrUnitType | 7 | Basement | Basement | Client | Home |
| PH.AddrUnitType | 8 | Front | Front | Client | Home |
| PH.AddrUnitType | 9 | Hanger | Hanger | Client | Home |
| PH.AddrUnitType | 10 | Key | Key | Client | Home |
| PH.AddrUnitType | 11 | Lobby | Lobby | Client | Home |
| PH.AddrUnitType | 12 | Lot | Lot | Client | Home |
| PH.AddrUnitType | 13 | Lower | Lower | Client | Home |
| PH.AddrUnitType | 14 | Office | Office | Client | Home |
| PH.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home |
| PH.AddrUnitType | 16 | Pier | Pier | Client | Home |
| PH.AddrUnitType | 17 | Rear | Rear | Client | Home |
| PH.AddrUnitType | 18 | Room | Room | Client | Home |
| PH.AddrUnitType | 19 | Side | Side | Client | Home |
| PH.AddrUnitType | 20 | Slip | Slip | Client | Home |
| PH.AddrUnitType | 21 | Space | Space | Client | Home |
| PH.AddrUnitType | 22 | Stop | Stop | Client | Home |
| PH.AddrUnitType | 23 | Trailer | Trailer | Client | Home |
| PH.AddrUnitType | 24 | Upper | Upper | Client | Home |
| PH.PhoneNumFormat | 0 | Other | Other | Client | Home |
| PH.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home |
| PH.PhoneNumFormat | 2 | International | International | Client | Home |
| PlanDocIRA | 0 | Other | Other | Acct | Account |
| PlanDocIRA | 1 | Clearing Firm Adoption Agreement | Clearing Firm Adoption Agreement | Acct | Account |
| PlanDocIRA | 2 | Outside Custodian Agreement | Outside Custodian Agreement | Acct | Account |
| PM.AddrType | 0 | Other | Other | Client | Home |
| PM.AddrType | 1 | Home | Home or Legal address | Client | Home |
| PM.AddrType | 2 | Mailing | Mailing address | Client | Home |
| PM.AddrType | 3 | Primary Residence | Address of primary residence | Client | Home |
| PM.AddrType | 4 | Office | Office address | Client | Home |
| PM.AddrType | 5 | Birth Place | Place of birth address | Client | Home |
| PM.AddrType | 6 | Employer | Employer's address | Client | Home |
| PM.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Home |
| PM.AddrType | 8 | Branch Address | Branch Address | Client | Home |
| PM.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Home |
| PM.AddrUnitType | 0 | Other | Other | Client | Home |
| PM.AddrUnitType | 1 | Apartment | Apartment | Client | Home |
| PM.AddrUnitType | 2 | Suite | Suite | Client | Home |
| PM.AddrUnitType | 3 | Floor | Floor | Client | Home |
| PM.AddrUnitType | 4 | Unit | Unit | Client | Home |
| PM.AddrUnitType | 5 | Building | Building | Client | Home |
| PM.AddrUnitType | 6 | Department | Department | Client | Home |
| PM.AddrUnitType | 7 | Basement | Basement | Client | Home |
| PM.AddrUnitType | 8 | Front | Front | Client | Home |
| PM.AddrUnitType | 9 | Hanger | Hanger | Client | Home |
| PM.AddrUnitType | 10 | Key | Key | Client | Home |
| PM.AddrUnitType | 11 | Lobby | Lobby | Client | Home |
| PM.AddrUnitType | 12 | Lot | Lot | Client | Home |
| PM.AddrUnitType | 13 | Lower | Lower | Client | Home |
| PM.AddrUnitType | 14 | Office | Office | Client | Home |
| PM.AddrUnitType | 15 | Penthouse | Penthouse | Client | Home |
| PM.AddrUnitType | 16 | Pier | Pier | Client | Home |
| PM.AddrUnitType | 17 | Rear | Rear | Client | Home |
| PM.AddrUnitType | 18 | Room | Room | Client | Home |
| PM.AddrUnitType | 19 | Side | Side | Client | Home |
| PM.AddrUnitType | 20 | Slip | Slip | Client | Home |
| PM.AddrUnitType | 21 | Space | Space | Client | Home |
| PM.AddrUnitType | 22 | Stop | Stop | Client | Home |
| PM.AddrUnitType | 23 | Trailer | Trailer | Client | Home |
| PM.AddrUnitType | 24 | Upper | Upper | Client | Home |
| PM.PhoneNumFormat | 0 | Other | Other | Client | Home |
| PM.PhoneNumFormat | 1 | Domestic | Domestic | Client | Home |
| PM.PhoneNumFormat | 2 | International | International | Client | Home |
| PO.AddrType | 0 | Other | Other | Client | Client Personal Info |
| PO.AddrType | 0 | Other | Other | Company | ProdCo |
| PO.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info |
| PO.AddrType | 1 | Home | Home or Legal address | Company | ProdCo |
| PO.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info |
| PO.AddrType | 2 | Mailing | Mailing address | Company | ProdCo |
| PO.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info |
| PO.AddrType | 3 | Primary Residence | Address of primary residence | Company | ProdCo |
| PO.AddrType | 4 | Office | Office address | Client | Client Personal Info |
| PO.AddrType | 4 | Office | Office address | Company | ProdCo |
| PO.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info |
| PO.AddrType | 5 | Birth Place | Place of birth address | Company | ProdCo |
| PO.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info |
| PO.AddrType | 6 | Employer | Employer's address | Company | ProdCo |
| PO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info |
| PO.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Company | ProdCo |
| PO.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info |
| PO.AddrType | 8 | Branch Address | Branch Address | Company | ProdCo |
| PO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info |
| PO.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Company | ProdCo |
| PO.AddrUnitType | 0 | Other | Other | Client | Client Personal Info |
| PO.AddrUnitType | 0 | Other | Other | Company | ProdCo |
| PO.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info |
| PO.AddrUnitType | 1 | Apartment | Apartment | Company | ProdCo |
| PO.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info |
| PO.AddrUnitType | 2 | Suite | Suite | Company | ProdCo |
| PO.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info |
| PO.AddrUnitType | 3 | Floor | Floor | Company | ProdCo |
| PO.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info |
| PO.AddrUnitType | 4 | Unit | Unit | Company | ProdCo |
| PO.AddrUnitType | 5 | Building | Building | Client | Client Personal Info |
| PO.AddrUnitType | 5 | Building | Building | Company | ProdCo |
| PO.AddrUnitType | 6 | Department | Department | Client | Client Personal Info |
| PO.AddrUnitType | 6 | Department | Department | Company | ProdCo |
| PO.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info |
| PO.AddrUnitType | 7 | Basement | Basement | Company | ProdCo |
| PO.AddrUnitType | 8 | Front | Front | Client | Client Personal Info |
| PO.AddrUnitType | 8 | Front | Front | Company | ProdCo |
| PO.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info |
| PO.AddrUnitType | 9 | Hanger | Hanger | Company | ProdCo |
| PO.AddrUnitType | 10 | Key | Key | Client | Client Personal Info |
| PO.AddrUnitType | 10 | Key | Key | Company | ProdCo |
| PO.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info |
| PO.AddrUnitType | 11 | Lobby | Lobby | Company | ProdCo |
| PO.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info |
| PO.AddrUnitType | 12 | Lot | Lot | Company | ProdCo |
| PO.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info |
| PO.AddrUnitType | 13 | Lower | Lower | Company | ProdCo |
| PO.AddrUnitType | 14 | Office | Office | Client | Client Personal Info |
| PO.AddrUnitType | 14 | Office | Office | Company | ProdCo |
| PO.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info |
| PO.AddrUnitType | 15 | Penthouse | Penthouse | Company | ProdCo |
| PO.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info |
| PO.AddrUnitType | 16 | Pier | Pier | Company | ProdCo |
| PO.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info |
| PO.AddrUnitType | 17 | Rear | Rear | Company | ProdCo |
| PO.AddrUnitType | 18 | Room | Room | Client | Client Personal Info |
| PO.AddrUnitType | 18 | Room | Room | Company | ProdCo |
| PO.AddrUnitType | 19 | Side | Side | Client | Client Personal Info |
| PO.AddrUnitType | 19 | Side | Side | Company | ProdCo |
| PO.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info |
| PO.AddrUnitType | 20 | Slip | Slip | Company | ProdCo |
| PO.AddrUnitType | 21 | Space | Space | Client | Client Personal Info |
| PO.AddrUnitType | 21 | Space | Space | Company | ProdCo |
| PO.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info |
| PO.AddrUnitType | 22 | Stop | Stop | Company | ProdCo |
| PO.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info |
| PO.AddrUnitType | 23 | Trailer | Trailer | Company | ProdCo |
| PO.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info |
| PO.AddrUnitType | 24 | Upper | Upper | Company | ProdCo |
| PO.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info |
| PO.PhoneNumFormat | 0 | Other | Other | Company | ProdCo |
| PO.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info |
| PO.PhoneNumFormat | 1 | Domestic | Domestic | Company | ProdCo |
| PO.PhoneNumFormat | 2 | International | International | Client | Client Personal Info |
| PO.PhoneNumFormat | 2 | International | International | Company | ProdCo |
| PortObj | 0 | Other | Other | Client | Suitability |
| PortObj | 1 | Income | Income | Client | Suitability |
| PortObj | 2 | Long-Term Growth | Long-Term Growth | Client | Suitability |
| PortObj | 3 | Short-Term Growth | Short-Term Growth | Client | Suitability |
| PortObj | 4 | Capital Preservation | Capital Preservation | Client | Suitability |
| PortObj | 5 | Capital Appreciation | Capital Appreciation | Client | Suitability |
| PortObj | 6 | Trading Profits | Trading Profits | Client | Suitability |
| PortObj | 7 | Speculation | Speculation | Client | Suitability |
| PortObj | 8 | Tax Advantaged | Tax Advantaged | Client | Suitability |
| PortObj | 9 | Growth & Income | Growth & Income | Client | Suitability |
| PortObj | 10 | Income - Conservative | Conservative/Low Risk Income | Client | Suitability |
| PortObj | 11 | Income - Moderate | Moderate/Medium Risk Income | Client | Suitability |
| PortObj | 12 | Income - Aggressive | Aggressive/High Risk Income | Client | Suitability |
| PortObj | 13 | Growth - Conservative | Conservative/Low Risk Growth | Client | Suitability |
| PortObj | 14 | Growth - Moderate | Moderate/Medium Risk Growth | Client | Suitability |
| PortObj | 15 | Growth - Aggressive | Aggressive/High Risk Growth | Client | Suitability |
| PortObj | 16 | Total Return - Conservative | Conservative/Low Risk Total Return | Client | Suitability |
| PortObj | 17 | Total Return - Moderate | Moderate/Medium Risk Total Return | Client | Suitability |
| PortObj | 18 | Total Return - Aggressive | Aggressive/High Risk Total Return | Client | Suitability |
| PortObj | 19 | Growth & Income - Conservative | Growth & Income - Conservative | Client | Suitability |
| PortObj | 20 | Growth & Income - Moderate | Growth & Income - Moderate | Client | Suitability |
| PortObj | 21 | Growth & Income - Aggressive | Growth & Income - Aggressive | Client | Suitability |
| PortTimeHoriz | 0 | Other | Other | Client | Suitability |
| PortTimeHoriz | 1 | Short-Term | Short-Term | Client | Suitability |
| PortTimeHoriz | 2 | Intermediate-Term | Intermediate-Term | Client | Suitability |
| PortTimeHoriz | 3 | Long-Term | Long-Term | Client | Suitability |
| PortTimeHoriz | 4 | Combination | Combination | Client | Suitability |
| PortTimeHoriz | 5 | Near Term | Near Term | Client | Suitability |
| PortTimeHoriz | 6 | Very Short | Very Short | Client | Suitability |
| Prefix | 0 | Other | Other | Client | Client Personal Info |
| Prefix | 0 | Other | Other | FundSource | FundSource |
| Prefix | 0 | Other | Other | Rep | Rep Profile |
| Prefix | 1 | Mr. | Mister | Client | Client Personal Info |
| Prefix | 1 | Mr. | Mister | FundSource | FundSource |
| Prefix | 1 | Mr. | Mister | Rep | Rep Profile |
| Prefix | 2 | Mrs. | Misses | Client | Client Personal Info |
| Prefix | 2 | Mrs. | Misses | FundSource | FundSource |
| Prefix | 2 | Mrs. | Misses | Rep | Rep Profile |
| Prefix | 3 | Ms. | Mis | Client | Client Personal Info |
| Prefix | 3 | Ms. | Mis | FundSource | FundSource |
| Prefix | 3 | Ms. | Mis | Rep | Rep Profile |
| Prefix | 4 | Estate | Estate | Client | Client Personal Info |
| Prefix | 4 | Estate | Estate | FundSource | FundSource |
| Prefix | 4 | Estate | Estate | Rep | Rep Profile |
| Prefix | 5 | Trust | Trust | Client | Client Personal Info |
| Prefix | 5 | Trust | Trust | FundSource | FundSource |
| Prefix | 5 | Trust | Trust | Rep | Rep Profile |
| Prefix | 6 | Dr. | Doctor | Client | Client Personal Info |
| Prefix | 6 | Dr. | Doctor | FundSource | FundSource |
| Prefix | 6 | Dr. | Doctor | Rep | Rep Profile |
| Prefix | 7 | Miss | Miss | Client | Client Personal Info |
| Prefix | 7 | Miss | Miss | FundSource | FundSource |
| Prefix | 7 | Miss | Miss | Rep | Rep Profile |
| PrimaryEmailType | 0 | Other | Other | Client | Client Personal Info |
| PrimaryEmailType | 1 | Work | Business or Office | Client | Client Personal Info |
| PrimaryEmailType | 2 | Home | Home or Legal | Client | Client Personal Info |
| PrimaryPhoneType | 0 | Other | Other | Client | Client Personal Info |
| PrimaryPhoneType | 1 | Work | Business or Office | Client | Client Personal Info |
| PrimaryPhoneType | 2 | Home | Home or Legal | Client | Client Personal Info |
| PrimaryPhoneType | 3 | Mobile | Cell or Mobile | Client | Client Personal Info |
| PrimaryPhoneType | 4 | Seasonal | Seasonal or Vacation | Client | Client Personal Info |
| PrimaryPhoneType | 5 | Voicemail | Voicemail | Client | Client Personal Info |
| PrimaryPhoneType | 6 | Fax | Fax | Client | Client Personal Info |
| PrincSignAddr.AddrType | 0 | Other | Other | Rep | Rep Profile |
| PrincSignAddr.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile |
| PrincSignAddr.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile |
| PrincSignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile |
| PrincSignAddr.AddrType | 4 | Office | Office address | Rep | Rep Profile |
| PrincSignAddr.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile |
| PrincSignAddr.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile |
| PrincSignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile |
| PrincSignAddr.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile |
| PrincSignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 0 | Other | Other | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 5 | Building | Building | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 6 | Department | Department | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 8 | Front | Front | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 10 | Key | Key | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 14 | Office | Office | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 18 | Room | Room | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 19 | Side | Side | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 21 | Space | Space | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile |
| PrincSignAddr.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile |
| PrincSignAddr.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile |
| PrincSignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile |
| PrincSignAddr.PhoneNumFormat | 2 | International | International | Rep | Rep Profile |
| PROCEED.Freq | 0 | Other | Other | Acct | Investment Profile |
| PROCEED.Freq | 1 | Daily | Daily | Acct | Investment Profile |
| PROCEED.Freq | 2 | Weekly | Weekly | Acct | Investment Profile |
| PROCEED.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile |
| PROCEED.Freq | 4 | Monthly | Monthly | Acct | Investment Profile |
| PROCEED.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile |
| PROCEED.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile |
| PROCEED.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile |
| PROCEED.Freq | 8 | Annually | Annually | Acct | Investment Profile |
| PROCEED.Freq | 9 | One-Time | One-Time | Acct | Investment Profile |
| PROCEED.Instr | 0 | Other | Other | Acct | Investment Profile |
| PROCEED.Instr | 1 | Hold | Hold | Acct | Investment Profile |
| PROCEED.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile |
| PROCEED.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile |
| PROCEED.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile |
| PROCEED.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile |
| PROCEED.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile |
| PROCEED.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile |
| PROCEED.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile |
| PROCEED.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile |
| PROCEED.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile |
| PROCEED.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile |
| PROCEED.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| PROCEED.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| PROCEED.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| PROCEED.Method | 0 | Other | Other | Acct | Investment Profile |
| PROCEED.Method | 1 | Journal | Journal | Acct | Investment Profile |
| PROCEED.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile |
| PROCEED.Method | 3 | Third Party | Third Party | Acct | Investment Profile |
| PROCEED.Method | 4 | ACH | ACH | Acct | Investment Profile |
| PROCEED.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile |
| PROCEED.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile |
| PROCEED.O.AddrType | 0 | Other | Other | Acct | Investment Profile |
| PROCEED.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile |
| PROCEED.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile |
| PROCEED.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile |
| PROCEED.O.AddrType | 4 | Office | Office address | Acct | Investment Profile |
| PROCEED.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile |
| PROCEED.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile |
| PROCEED.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile |
| PROCEED.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile |
| PROCEED.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile |
| PROCEED.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile |
| PROCEED.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile |
| PROCEED.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile |
| PROCEED.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile |
| PROCEED.PmtDestType | 0 | Other | Other | Acct | Investment Profile |
| PROCEED.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile |
| PROCEED.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile |
| PROCEED.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile |
| PURCH.Freq | 0 | Other | Other | Acct | Investment Profile |
| PURCH.Freq | 1 | Daily | Daily | Acct | Investment Profile |
| PURCH.Freq | 2 | Weekly | Weekly | Acct | Investment Profile |
| PURCH.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile |
| PURCH.Freq | 4 | Monthly | Monthly | Acct | Investment Profile |
| PURCH.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile |
| PURCH.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile |
| PURCH.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile |
| PURCH.Freq | 8 | Annually | Annually | Acct | Investment Profile |
| PURCH.Freq | 9 | One-Time | One-Time | Acct | Investment Profile |
| PURCH.Instr | 0 | Other | Other | Acct | Investment Profile |
| PURCH.Instr | 1 | Hold | Hold | Acct | Investment Profile |
| PURCH.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile |
| PURCH.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile |
| PURCH.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile |
| PURCH.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile |
| PURCH.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile |
| PURCH.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile |
| PURCH.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile |
| PURCH.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile |
| PURCH.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile |
| PURCH.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile |
| PURCH.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| PURCH.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| PURCH.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| PURCH.Method | 0 | Other | Other | Acct | Investment Profile |
| PURCH.Method | 1 | Journal | Journal | Acct | Investment Profile |
| PURCH.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile |
| PURCH.Method | 3 | Third Party | Third Party | Acct | Investment Profile |
| PURCH.Method | 4 | ACH | ACH | Acct | Investment Profile |
| PURCH.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile |
| PURCH.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile |
| PURCH.O.AddrType | 0 | Other | Other | Acct | Investment Profile |
| PURCH.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile |
| PURCH.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile |
| PURCH.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile |
| PURCH.O.AddrType | 4 | Office | Office address | Acct | Investment Profile |
| PURCH.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile |
| PURCH.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile |
| PURCH.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile |
| PURCH.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile |
| PURCH.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile |
| PURCH.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile |
| PURCH.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile |
| PURCH.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile |
| PURCH.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile |
| PURCH.PmtDestType | 0 | Other | Other | Acct | Investment Profile |
| PURCH.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile |
| PURCH.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile |
| PURCH.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile |
| R.AddrType | 0 | Other | Other | Client | Client Personal Info |
| R.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info |
| R.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info |
| R.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info |
| R.AddrType | 4 | Office | Office address | Client | Client Personal Info |
| R.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info |
| R.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info |
| R.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info |
| R.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info |
| R.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info |
| R.AddrUnitType | 0 | Other | Other | Client | Client Personal Info |
| R.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info |
| R.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info |
| R.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info |
| R.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info |
| R.AddrUnitType | 5 | Building | Building | Client | Client Personal Info |
| R.AddrUnitType | 6 | Department | Department | Client | Client Personal Info |
| R.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info |
| R.AddrUnitType | 8 | Front | Front | Client | Client Personal Info |
| R.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info |
| R.AddrUnitType | 10 | Key | Key | Client | Client Personal Info |
| R.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info |
| R.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info |
| R.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info |
| R.AddrUnitType | 14 | Office | Office | Client | Client Personal Info |
| R.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info |
| R.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info |
| R.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info |
| R.AddrUnitType | 18 | Room | Room | Client | Client Personal Info |
| R.AddrUnitType | 19 | Side | Side | Client | Client Personal Info |
| R.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info |
| R.AddrUnitType | 21 | Space | Space | Client | Client Personal Info |
| R.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info |
| R.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info |
| R.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info |
| R.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info |
| R.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info |
| R.PhoneNumFormat | 2 | International | International | Client | Client Personal Info |
| RegType | 0 | Other | Other | Acct | Account |
| RegType | 0 | Other (Second Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account |
| RegType | 0 | Other (Third Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account |
| RegType | 1 | Individual | Individual | Acct | Account |
| RegType | 2 | Joint | Joint | Acct | Account |
| RegType | 3 | Joint Tenants with Rights of Survivorship | Joint Tenants with Rights of Survivorship (JTWROS) | Acct | Account |
| RegType | 4 | Joint Tenants in Common | Joint Tenants in Common | Acct | Account |
| RegType | 5 | Joint Tenants in Entirety | Joint Tenants in Entirety | Acct | Account |
| RegType | 6 | Joint Community Property | Joint Community Property | Acct | Account |
| RegType | 7 | Joint Community Property with Rights of Survivorship | Joint Community Property with Rights of Survivorship | Acct | Account |
| RegType | 8 | Joint Usufruct | Joint Usufruct | Acct | Account |
| RegType | 9 | Transfer On Death - Individual | Transfer On Death - Individual | Acct | Account |
| RegType | 10 | Transfer On Death - Joint | Transfer On Death - Joint | Acct | Account |
| RegType | 11 | Transfer On Death - Joint Tenants with Rights of Survivorship | Transfer On Death - Joint Tenants with Rights of Survivorship | Acct | Account |
| RegType | 12 | Transfer On Death - Joint Tenants in Common | Transfer On Death - Joint Tenants in Common | Acct | Account |
| RegType | 13 | Transfer On Death - Joint Tenants in Entirety | Transfer On Death - Joint Tenants in Entirety | Acct | Account |
| RegType | 14 | Transfer On Death - Joint Community Property | Transfer On Death - Joint Community Property | Acct | Account |
| RegType | 15 | Transfer On Death - Joint Community Property with Rights of Survivorship | Transfer On Death - Joint Community Property with Rights of Survivorship | Acct | Account |
| RegType | 16 | Transfer On Death - Joint Usufruct | Transfer On Death - Joint Usufruct | Acct | Account |
| RegType | 17 | Corporation | Corporation | Acct | Account |
| RegType | 18 | Limited Liability Corporation | Limited Liability Corporation | Acct | Account |
| RegType | 19 | Noncorporate (Unincorporated) Association | Noncorporate (Unincorporated) Association | Acct | Account |
| RegType | 20 | Non-Prototype | Non-Prototype | Acct | Account |
| RegType | 21 | Financial Organization | Financial Organization | Acct | Account |
| RegType | 22 | Nonprofit (Exempt or Charitable) Organization | Nonprofit (Exempt or Charitable) Organization | Acct | Account |
| RegType | 23 | Sole Proprietorship | Sole Proprietorship | Acct | Account |
| RegType | 24 | Partnership | Partnership | Acct | Account |
| RegType | 25 | Trust | Trust | Acct | Account |
| RegType | 26 | Trust under Agreement | Trust under Agreement | Acct | Account |
| RegType | 27 | Trust under Will | Trust under Will | Acct | Account |
| RegType | 28 | Trust - Family | Trust - Family | Acct | Account |
| RegType | 29 | Trust - Irrevocable | Trust - Irrevocable | Acct | Account |
| RegType | 30 | Trust - Revocable | Trust - Revocable | Acct | Account |
| RegType | 31 | Trust - Living | Trust - Living | Acct | Account |
| RegType | 32 | Trust - Testamentary | Trust - Testamentary | Acct | Account |
| RegType | 33 | Estate | Estate | Acct | Account |
| RegType | 34 | Estate Executor | Estate Executor | Acct | Account |
| RegType | 35 | Estate Administrator | Estate Administrator | Acct | Account |
| RegType | 36 | Estate Personal Representative | Estate Personal Representative | Acct | Account |
| RegType | 37 | Government Entity | Government Entity | Acct | Account |
| RegType | 38 | Power of Attorney | Power of Attorney | Acct | Account |
| RegType | 39 | Investment Club | Investment Club | Acct | Account |
| RegType | 40 | Conservatorship | Conservatorship | Acct | Account |
| RegType | 41 | Bank Collateral | Bank Collateral | Acct | Account |
| RegType | 42 | Cash on Delivery | Cash on Delivery | Acct | Account |
| RegType | 43 | Custodian for a Minor | Custodian for a Minor | Acct | Account |
| RegType | 44 | Custodial UGMA (Uniform Gift to Minors Act) | Custodial UGMA (Uniform Gift to Minors Act) | Acct | Account |
| RegType | 45 | Custodial UTMA (Uniform Transfer to Minors Act) | Custodial UTMA (Uniform Transfer to Minors Act) | Acct | Account |
| RegType | 46 | Guardianship | Guardianship | Acct | Account |
| RegType | 47 | 529 Plan | 529 Plan | Acct | Account |
| RegType | 48 | College Savings / Coverdell / Education | College Savings (Coverdell ESA) Education IRA | Acct | Account |
| RegType | 49 | IRA | IRA (Traditional) | Acct | Account |
| RegType | 50 | IRA - Third Party | IRA - Third Party | Acct | Account |
| RegType | 51 | IRA Rollover | IRA Rollover | Acct | Account |
| RegType | 52 | IRA Roth | IRA Roth (Contribution) | Acct | Account |
| RegType | 53 | SEP | SEP IRA | Acct | Account |
| RegType | 54 | Simple IRA | Simple IRA (Employee) | Acct | Account |
| RegType | 55 | Profit Sharing | Profit Sharing (PSP) | Acct | Account |
| RegType | 56 | Pension Plan | Pension Plan | Acct | Account |
| RegType | 57 | 401k | Group 401(k) | Acct | Account |
| RegType | 58 | 403b | 403(b) / TSA / Tax-Sheltered Annuity | Acct | Account |
| RegType | 59 | Defined Benefit Plan | Defined Benefit Plan | Acct | Account |
| RegType | 60 | Keogh | Keogh / HR10 | Acct | Account |
| RegType | 61 | Money Purchase Plan (MPP) | Money Purchase Plan (MPP) | Acct | Account |
| RegType | 62 | Advisory / Wrap / Managed Account | Advisory / Wrap / Managed Account | Acct | Account |
| RegType | 63 | Thrift Savings Plan | Thrift Savings Plan (TSP) | Acct | Account |
| RegType | 64 | Limited Liability Partnership | Limited Liability Partnership (LLP) | Acct | Account |
| RegType | 65 | Beneficiary / Inherited | Beneficiary / Inherited | Acct | Account |
| RegType | 66 | IRA Roth Conversion | IRA Roth Conversion | Acct | Account |
| RegType | 67 | SARSEP | SARSEP IRA | Acct | Account |
| RegType | 68 | SIMPLE IRA Employer | SIMPLE IRA Employer | Acct | Account |
| RegType | 69 | IRA Custodial Roth | Custodial Roth IRA | Acct | Account |
| RegType | 70 | Individual 401k | Individual 401k / Single K | Acct | Account |
| RegType | 71 | Defined Contribution | Defined Contribution | Acct | Account |
| RegType | 72 | Beneficiary IRA (BDA) | IRA Beneficiary Distribution Account | Acct | Account |
| RegType | 73 | Beneficiary Roth IRA (BDA) | Roth IRA Beneficiary Distribution Account | Acct | Account |
| RegType | 74 | Non-Prototype IRA | Non-Prototype IRA | Acct | Account |
| RegType | 75 | Non-Prototype Plan | Non-Prototype Plan | Acct | Account |
| RegType | 76 | Non-Prototype Trust | Non-Prototype Trust | Acct | Account |
| RegType | 77 | ERISA / T1 | ERISA / T1 | Acct | Account |
| RegType | 78 | 457 Deferred Comp | 457 Deferred Compensation | Acct | Account |
| RegType | 79 | Roth 401(k) | Roth Individual 401(k) | Acct | Account |
| RegType | 80 | Estate Special Administrator | Estate Special Administrator | Acct | Account |
| RegType | 81 | Estate Temporary Administrator | Estate Temporary Administrator | Acct | Account |
| RegType | 82 | Estate Executrix | Estate Executrix | Acct | Account |
| RegType | 83 | Trust - Irrevocable Living | Trust - Irrevocable Living | Acct | Account |
| RegType | 84 | Trust - Charitable | Trust - Charitable | Acct | Account |
| RegType | 85 | Exempt Organization | Exempt Organization | Acct | Account |
| RegType | 86 | Nonpurpose Loan | Nonpurpose Loan | Acct | Account |
| RegType | 87 | Group 529 Plan | Group 529 Plan | Acct | Account |
| RegType | 88 | Nonprofit Corporation | Nonprofit Corporation | Acct | Account |
| RegType | 89 | Charitable Donation | Charitable Donation | Acct | Account |
| RegType | 90 | 403b7 | 403(b)(7) | Acct | Account |
| RegType | 91 | 403b9 | 403(b)(9) | Acct | Account |
| RegType | 92 | Roth Individual 401(k) Conversion | Roth Individual 401(k) Conversion | Acct | Account |
| RegType | 93 | Roth Group 401(k) Conversion | Roth Group 401(k) Conversion | Acct | Account |
| RegType | 94 | Beneficiary QRP | Beneficiary QRP | Acct | Account |
| RegType | 95 | Roth Group 401(k) | Roth Group 401(k) | Acct | Account |
| RegType | 96 | Revocable Living Trust | Revocable Living Trust, Other Trust, Marital Trust | Acct | Account |
| RegType | 97 | Other Revocable Trust | Other Revocable Trust, CRUT | Acct | Account |
| RegType | 98 | Business Trust | Business Trust | Acct | Account |
| RegType | 99 | Foreign Trust | Foreign Trust | Acct | Account |
| RegType | 100 | Fiduciary Trust | Fiduciary Trust | Acct | Account |
| RegType | 101 | Inherited IRA | Inherited IRA | Acct | Account |
| RegType | 102 | Self-Directed IRA | Self-Directed IRA | Acct | Account |
| RegType | 103 | Spousal IRA | Spousal IRA | Acct | Account |
| RegType | 104 | Spousal Rollover IRA | Spousal Rollover IRA | Acct | Account |
| RegType | 105 | Custodial IRA Contributory | Custodial IRA Contributory | Acct | Account |
| RegType | 106 | Inherited Roth IRA | Inherited Roth IRA | Acct | Account |
| RegType | 107 | Qualified | Qualified, Retirement | Acct | Account |
| RegType | 108 | Non-Qualified | Non-Qualified, Non-IRA | Acct | Account |
| RegType | 109 | Retirement Plan Rollover | Retirement Plan Rollover | Acct | Account |
| RegType | 110 | Roth 403(b) | Roth 403(b) | Acct | Account |
| RegType | 111 | 401(a) | 401(a) | Acct | Account |
| RegType | 112 | Health Savings Account | Health Savings Account | Acct | Account |
| RegType | 113 | C Corporation | C Corporation | Acct | Account |
| RegType | 114 | Individual 529 Funded by UGMA/UTMA | Individual 529 Funded by UGMA/UTMA | Acct | Account |
| RegType | 115 | Participant 403(b) | Participant 403(b) | Acct | Account |
| RegType | 116 | Participant 403(b)7 | Participant 403(b)7 | Acct | Account |
| RegType | 117 | Group 403(b) | Group 403(b) | Acct | Account |
| RegType | 118 | Group 403(b)7 | Group 403(b)7 | Acct | Account |
| RegType | 119 | S Corporation | S Corporation | Acct | Account |
| RegType | 120 | Disregarded Entity | Disregarded Entity | Acct | Account |
| RegType | 121 | Participant IRA | Participant IRA | Acct | Account |
| RegType | 122 | Guardian IRA | Guardian IRA | Acct | Account |
| RegType | 123 | Employer IRA | Employer IRA | Acct | Account |
| RegType | 124 | Individual Education | Education, 529, Coverdell, ESA Individual Account | Acct | Account |
| RegType | 125 | Trust Education | Education, 529, Coverdell, ESA Trust Account | Acct | Account |
| RegType | 126 | Rollover Education | Education, 529, Coverdell, ESA Rollover Account | Acct | Account |
| RegType | 127 | Limited Liability Company (as distinguished from the current Limited Liability Corporation) | Limited Liability Company (as distinguished from the current Limited Liability Corporation) | Acct | Account |
| RegType | 128 | Limitied Liability Company C Corp | Limitied Liability Company C Corp | Acct | Account |
| RegType | 129 | Limitied Liability Company S Corp | Limitied Liability Company S Corp | Acct | Account |
| RegType | 130 | Outside IRA | Outside IRA | Acct | Account |
| RegType | 131 | Church | Church | Acct | Account |
| RegType | 132 | 415(m) Plan | 415(m) Plan | Acct | Account |
| RegType | 133 | 403(b) ERISA | 403(b) ERISA - Title 1 | Acct | Account |
| RegType | 134 | 403(b) NON - ERISA | 403(b) NON - ERISA | Acct | Account |
| RegType | 135 | 72(t) | 72(t) | Acct | Account |
| RegType | 136 | 72(q) | 72(q) | Acct | Account |
| RegType | 137 | DPP | Direct Participation Program | Acct | Account |
| RegType | 138 | Variable Life | Variable Life | Acct | Account |
| RegType | 139 | Variable Annuity | Variable Annuity | Acct | Account |
| RegType | 140 | Indexed Annuity | Indexed Annuity | Acct | Account |
| RegType | 141 | Fixed Annuity | Fixed Annuity | Acct | Account |
| RegType | 142 | Indexed Universal Life | Indexed Universal Life | Acct | Account |
| RegType | 143 | RMS | Retirement Management Services | Acct | Account |
| RegType | 144 | Margin | Margin | Acct | Account |
| RegType | 145 | Option | Option | Acct | Account |
| RegType | 146 | Brokerage Access | Brokerage Access | Acct | Account |
| RegType | 147 | Brokerage Portfolio | Brokerage Portfolio | Acct | Account |
| RegType | 148 | METrade | METrade | Acct | Account |
| RegType | 149 | Trust - Foundation | Trust - Foundation | Acct | Account |
| RegType | 150 | Roth 457 | After-tax Roth 457 | Acct | Account |
| RegType | 151 | After-tax savings (non-qualified) | After-tax savings (non-qualified) | Acct | Account |
| RegType | 152 | 457 Plan Roth | 457 Plan Roth | Acct | Account |
| RegType | 153 | Roth 403(b)(7) | Roth 403(b)(7) | Acct | Account |
| RegType | 154 | Beneficiary 403(b)(7) | Beneficiary 403(b)(7) | Acct | Account |
| RegType | 155 | Beneficiary Roth 403(b)(7) | Beneficiary Roth 403(b)(7) | Acct | Account |
| RegType | 156 | Beneficiary Texas ORP | Beneficiary Texas ORP | Acct | Account |
| RegType | 157 | Beneficiary 457 | Beneficiary 457 | Acct | Account |
| RegType | 158 | Beneficiary Roth 457 | Beneficiary Roth 457 | Acct | Account |
| RegType | 159 | Texas ORP | Texas ORP | Acct | Account |
| RegType | 160 | Supplemental Pre-Tax for Texas ORP | Supplemental Pre-Tax for Texas ORP | Acct | Account |
| RegType | 161 | Investor SOLUTIONS | Investor SOLUTIONS | Acct | Account |
| RegType | 162 | Education IRA | Education IRA | Acct | Account |
| RegType | 163 | Inherited Profit Sharing | Inherited Profit Sharing | Acct | Account |
| RegType | 164 | NQ Deferred Comp | Non-Qualified Deferred Compenation Plan | Acct | Account |
| RegType | 165 | Prototype SEP | Prototype SEP | Acct | Account |
| RegType | 166 | Qual Deferred Comp | Qualified Deferred Compensation Plan | Acct | Account |
| RegType | 167 | Beneficiary 403(b) | Beneficiary 403(b) | Acct | Account |
| RegType | 168 | Roth Guardian | Roth Guardian | Acct | Account |
| RegType | 169 | Roth Spousal | Roth Spousal | Acct | Account |
| RegType | 170 | Simple 401(k) | Simple 401(k) | Acct | Account |
| RegType | 171 | Target Benefit | Target Benefit Plan | Acct | Account |
| RegType | 172 | Trust Tenants in Common | Trust Tenants in Common | Acct | Account |
| RegType | 173 | Omnibus | Omnibus | Acct | Account |
| RegType | 174 | 401(a) Match Individual | 401(a) Match Individual | Acct | Account |
| RegType | 175 | 401(a) Match Institutional | 401(a) Match Institutional | Acct | Account |
| RegType | 176 | Multi-Part. 401(l)/Roth 401(k) | Multi-Part. 401(l)/Roth 401(k) | Acct | Account |
| RegType | 177 | Multi-Part. Money Purchase | Multi-Part. Money Purchase | Acct | Account |
| RegType | 178 | Multi-Part. Money Purchase Individual | Multi-Part. Money Purchase Individual | Acct | Account |
| RegType | 179 | Multi-Part. Money Purchase Institutional | Multi-Part. Money Purchase Institutional | Acct | Account |
| RegType | 180 | Multi-Part. Profit Sharing | Multi-Part. Profit Sharing | Acct | Account |
| RegType | 181 | Multi-Part. Profit Sharing Individual | Multi-Part. Profit Sharing Individual | Acct | Account |
| RegType | 182 | Multi-Part. Profit Sharing Institutional | Multi-Part. Profit Sharing Institutional | Acct | Account |
| RegType | 183 | Non-Exempt Individual Account | Non-Exempt Individual Account | Acct | Account |
| RegType | 184 | Non-Exempt Institutional Account | Non-Exempt Institutional Account | Acct | Account |
| RegType | 185 | Non-Exempt Other | Non-Exempt Other | Acct | Account |
| RegType | 186 | Non-Exempt | Non-Exempt | Acct | Account |
| RegType | 187 | Non-Fiduciary Non Reportable | Non-Fiduciary Non Reportable | Acct | Account |
| RegType | 188 | Institutional Account | Institutional Account | Acct | Account |
| RegType | 189 | Scholarship Provider | Scholarship Provider | Acct | Account |
| RegType | 190 | 529 ESA Transfer | 529 ESA Transfer | Acct | Account |
| RegType | 191 | 529 Irrevocable Trust (Entity-Owned 529 Plans) | 529 Irrevocable Trust (Entity-Owned 529 Plans) | Acct | Account |
| RegType | 192 | 529 Irrevocable Trust (Individual 529 Plans) | 529 Irrevocable Trust (Individual 529 Plans) | Acct | Account |
| RegType | 193 | 529 Revocable Trust (Entity-Owned 529 Plans) | 529 Revocable Trust (Entity-Owned 529 Plans) | Acct | Account |
| RegType | 194 | 529 Revocable Trust (Individual 529 Plans) | 529 Revocable Trust (Individual 529 Plans) | Acct | Account |
| RegType | 195 | 529 Scholarship Provider | 529 Scholarship Provider | Acct | Account |
| RegType | 196 | Company | Individual-owned company doing business as (DBA) | Acct | Account |
| RegType | 197 | Company (DBA) | Coogan blocked trust account | Acct | Account |
| RegType | 198 | Coogan | For profit organization that isn't a corporation | Acct | Account |
| RegType | 199 | For Profit Organization | For Profit Organization | Acct | Account |
| RegType | 200 | Governmental 457 Plan | Governmental 457 Plan | Acct | Account |
| RegType | 201 | LTD | Limited Company | Acct | Account |
| RegType | 202 | Minor-Owned Roth IRA | Minor-Owned Roth IRA | Acct | Account |
| RegType | 203 | Minor-Owned SEP | Minor-Owned SEP | Acct | Account |
| RegType | 204 | Minor-Owned Simple IRA | Minor-Owned Simple IRA | Acct | Account |
| RegType | 205 | Minor-Owner IRA | Minor-Owner IRA | Acct | Account |
| RegType | 206 | Non-ERISA Beneficiary | Non-ERISA Beneficiary | Acct | Account |
| RegType | 207 | Other Custodial Retirement Plan | Other Custodial Retirement Plan | Acct | Account |
| RegType | 208 | Religious & Educationals Institutions | Religious & Educationals Institutions | Acct | Account |
| RegType | 209 | 529 Individual Testamentary/Under the Will | 529 Individual Testamentary/Under the Will | Acct | Account |
| RegType | 210 | 529 Entity Testamentary/Under the Will | 529 Entity Testamentary/Under the Will | Acct | Account |
| RegType | 211 | Unions | Unions | Acct | Account |
| RegType | 212 | Final Pay Plan | Final Pay Plan | Acct | Account |
| RegType | 213 | Owner-Only Profit Sharing | Owner-Only Profit Sharing | Acct | Account |
| RegType | 214 | Owner-Only Money Purchase | Owner-Only Money Purchase | Acct | Account |
| RegType | 215 | ERISA Plan Beneficiary | ERISA Plan Beneficiary | Acct | Account |
| RegType | 216 | Profit Sharing Individual | Profit Sharing Individual | Acct | Account |
| RegType | 217 | Profit Sharing Institutional | Profit Sharing Institutional | Acct | Account |
| RegType | 218 | Money Purchase Individual | Money Purchase Individual | Acct | Account |
| RegType | 219 | Money Purchase Institutional | Money Purchase Institutional | Acct | Account |
| RegType | 220 | Large 401(k) | Large 401(k) with 100 or more employees | Acct | Account |
| RegType | 221 | Large 457 Plan | Large 457 Plan with 100 or more employees | Acct | Account |
| RegType | 222 | Large Non-Gov't 457 Plan | Large Non-Government 457 Plan with 100 or more employees | Acct | Account |
| RegType | 223 | NQ Deferred Comp Individual | Non-Qualified Deferred Comp Individual | Acct | Account |
| RegType | 224 | NQ Deferred Comp Institutional | Non-Qualified Deferred Comp Institutional | Acct | Account |
| RegType | 225 | 403(b) Custodial Account | 403(b) Custodial Account | Acct | Account |
| RegType | 226 | 403(b) Optional Retirement Plan (ORP) | 403(b) Optional Retirement Plan (ORP) | Acct | Account |
| RegType | 227 | Inherited Guardian | Inherited Guardian | Acct | Account |
| RegType | 228 | 403(b)(7) Non ERISA | 403(b)(7) Non ERISA | Acct | Account |
| RegType | 229 | Roth 403(b)(7) Non ERISA | Roth 403(b)(7) Non ERISA | Acct | Account |
| RegType | 230 | 403(b)(7) ERISA | 403(b)(7) ERISA | Acct | Account |
| RegType | 231 | Roth 403(b)(7) ERISA | Roth 403(b)(7) ERISA | Acct | Account |
| RegType | 232 | Cash Balance | Cash Balance defined benefit or pension plan | Acct | Account |
| RegType | 232 | Cash Balance | Cash Balance defined benefit or pension plan | Acct | Account |
| RegTypeEntity | 0 | Other | Other | Acct | Account |
| RegTypeEntity | 0 | Other (Second Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account |
| RegTypeEntity | 0 | Other (Third Occurrence) | Allows for multiple instances of the field "Other" for registration type | Acct | Account |
| RegTypeEntity | 1 | Individual | Individual | Acct | Account |
| RegTypeEntity | 2 | Joint | Joint | Acct | Account |
| RegTypeEntity | 3 | Joint Tenants with Rights of Survivorship | Joint Tenants with Rights of Survivorship (JTWROS) | Acct | Account |
| RegTypeEntity | 4 | Joint Tenants in Common | Joint Tenants in Common | Acct | Account |
| RegTypeEntity | 5 | Joint Tenants in Entirety | Joint Tenants in Entirety | Acct | Account |
| RegTypeEntity | 6 | Joint Community Property | Joint Community Property | Acct | Account |
| RegTypeEntity | 7 | Joint Community Property with Rights of Survivorship | Joint Community Property with Rights of Survivorship | Acct | Account |
| RegTypeEntity | 8 | Joint Usufruct | Joint Usufruct | Acct | Account |
| RegTypeEntity | 9 | Transfer On Death - Individual | Transfer On Death - Individual | Acct | Account |
| RegTypeEntity | 10 | Transfer On Death - Joint | Transfer On Death - Joint | Acct | Account |
| RegTypeEntity | 11 | Transfer On Death - Joint Tenants with Rights of Survivorship | Transfer On Death - Joint Tenants with Rights of Survivorship | Acct | Account |
| RegTypeEntity | 12 | Transfer On Death - Joint Tenants in Common | Transfer On Death - Joint Tenants in Common | Acct | Account |
| RegTypeEntity | 13 | Transfer On Death - Joint Tenants in Entirety | Transfer On Death - Joint Tenants in Entirety | Acct | Account |
| RegTypeEntity | 14 | Transfer On Death - Joint Community Property | Transfer On Death - Joint Community Property | Acct | Account |
| RegTypeEntity | 15 | Transfer On Death - Joint Community Property with Rights of Survivorship | Transfer On Death - Joint Community Property with Rights of Survivorship | Acct | Account |
| RegTypeEntity | 16 | Transfer On Death - Joint Usufruct | Transfer On Death - Joint Usufruct | Acct | Account |
| RegTypeEntity | 17 | Corporation | Corporation | Acct | Account |
| RegTypeEntity | 18 | Limited Liability Corporation | Limited Liability Corporation | Acct | Account |
| RegTypeEntity | 19 | Noncorporate (Unincorporated) Association | Noncorporate (Unincorporated) Association | Acct | Account |
| RegTypeEntity | 20 | Non-Prototype | Non-Prototype | Acct | Account |
| RegTypeEntity | 21 | Financial Organization | Financial Organization | Acct | Account |
| RegTypeEntity | 22 | Nonprofit (Exempt or Charitable) Organization | Nonprofit (Exempt or Charitable) Organization | Acct | Account |
| RegTypeEntity | 23 | Sole Proprietorship | Sole Proprietorship | Acct | Account |
| RegTypeEntity | 24 | Partnership | Partnership | Acct | Account |
| RegTypeEntity | 25 | Trust | Trust | Acct | Account |
| RegTypeEntity | 26 | Trust under Agreement | Trust under Agreement | Acct | Account |
| RegTypeEntity | 27 | Trust under Will | Trust under Will | Acct | Account |
| RegTypeEntity | 28 | Trust - Family | Trust - Family | Acct | Account |
| RegTypeEntity | 29 | Trust - Irrevocable | Trust - Irrevocable | Acct | Account |
| RegTypeEntity | 30 | Trust - Revocable | Trust - Revocable | Acct | Account |
| RegTypeEntity | 31 | Trust - Living | Trust - Living | Acct | Account |
| RegTypeEntity | 32 | Trust - Testamentary | Trust - Testamentary | Acct | Account |
| RegTypeEntity | 33 | Estate | Estate | Acct | Account |
| RegTypeEntity | 34 | Estate Executor | Estate Executor | Acct | Account |
| RegTypeEntity | 35 | Estate Administrator | Estate Administrator | Acct | Account |
| RegTypeEntity | 36 | Estate Personal Representative | Estate Personal Representative | Acct | Account |
| RegTypeEntity | 37 | Government Entity | Government Entity | Acct | Account |
| RegTypeEntity | 38 | Power of Attorney | Power of Attorney | Acct | Account |
| RegTypeEntity | 39 | Investment Club | Investment Club | Acct | Account |
| RegTypeEntity | 40 | Conservatorship | Conservatorship | Acct | Account |
| RegTypeEntity | 41 | Bank Collateral | Bank Collateral | Acct | Account |
| RegTypeEntity | 42 | Cash on Delivery | Cash on Delivery | Acct | Account |
| RegTypeEntity | 43 | Custodian for a Minor | Custodian for a Minor | Acct | Account |
| RegTypeEntity | 44 | Custodial UGMA (Uniform Gift to Minors Act) | Custodial UGMA (Uniform Gift to Minors Act) | Acct | Account |
| RegTypeEntity | 45 | Custodial UTMA (Uniform Transfer to Minors Act) | Custodial UTMA (Uniform Transfer to Minors Act) | Acct | Account |
| RegTypeEntity | 46 | Guardianship | Guardianship | Acct | Account |
| RegTypeEntity | 47 | 529 Plan | 529 Plan | Acct | Account |
| RegTypeEntity | 48 | College Savings / Coverdell | College Savings College Savings (Coverdell ESA) | Acct | Account |
| RegTypeEntity | 49 | IRA | IRA | Acct | Account |
| RegTypeEntity | 50 | IRA - Third Party | IRA - Third Party | Acct | Account |
| RegTypeEntity | 51 | IRA Rollover | IRA Rollover | Acct | Account |
| RegTypeEntity | 52 | IRA Roth | IRA Roth | Acct | Account |
| RegTypeEntity | 53 | SEP | SEP IRA | Acct | Account |
| RegTypeEntity | 54 | Simple IRA | Simple IRA (Employee) | Acct | Account |
| RegTypeEntity | 55 | Profit Sharing | Profit Sharing (PSP) | Acct | Account |
| RegTypeEntity | 56 | Pension Plan | Pension Plan | Acct | Account |
| RegTypeEntity | 57 | 401k | 401k | Acct | Account |
| RegTypeEntity | 58 | 403b | 403b / TSA / Tax-Sheltered Annuity | Acct | Account |
| RegTypeEntity | 59 | Defined Benefit Plan | Defined Benefit Plan | Acct | Account |
| RegTypeEntity | 60 | Keogh | Keogh / HR10 | Acct | Account |
| RegTypeEntity | 61 | Money Purchase Plan (MPP) | Money Purchase Plan (MPP) | Acct | Account |
| RegTypeEntity | 62 | Advisory / Wrap / Managed Account | Advisory / Wrap / Managed Account | Acct | Account |
| RegTypeEntity | 63 | Thrift Savings Plan | Thrift Savings Plan (TSP) | Acct | Account |
| RegTypeEntity | 64 | Limited Liability Partnership | Limited Liability Partnership (LLP) | Acct | Account |
| RegTypeEntity | 65 | Beneficiary / Inherited | Beneficiary / Inherited | Acct | Account |
| RegTypeEntity | 66 | IRA Roth Conversion | IRA Roth Conversion | Acct | Account |
| RegTypeEntity | 67 | SARSEP | SARSEP IRA | Acct | Account |
| RegTypeEntity | 68 | SIMPLE IRA Employer | SIMPLE IRA Employer | Acct | Account |
| RegTypeEntity | 69 | IRA Custodial Roth | Custodial Roth IRA | Acct | Account |
| RegTypeEntity | 70 | Individual 401k | Individual 401k | Acct | Account |
| RegTypeEntity | 71 | Defined Contribution | Defined Contribution | Acct | Account |
| RegTypeEntity | 72 | IRA-BDA | IRA Beneficiary Distribution Account | Acct | Account |
| RegTypeEntity | 73 | Roth IRA-BDA | Roth IRA Beneficiary Distribution Account | Acct | Account |
| RegTypeEntity | 74 | Non-Prototype IRA | Non-Prototype IRA | Acct | Account |
| RegTypeEntity | 75 | Non-Prototype Plan | Non-Prototype Plan | Acct | Account |
| RegTypeEntity | 76 | Non-Prototype Trust | Non-Prototype Trust | Acct | Account |
| RegTypeEntity | 77 | ERISA / T1 | ERISA / T1 | Acct | Account |
| RegTypeEntity | 78 | 457 Deferred Comp | 457 Deferred Compensation | Acct | Account |
| RegTypeEntity | 79 | Roth 401(k) | Roth Individual 401(k) | Acct | Account |
| RegTypeEntity | 80 | Estate Special Administrator | Estate Special Administrator | Acct | Account |
| RegTypeEntity | 81 | Estate Temporary Administrator | Estate Temporary Administrator | Acct | Account |
| RegTypeEntity | 82 | Estate Executrix | Estate Executrix | Acct | Account |
| RegTypeEntity | 83 | Trust - Irrevocable Living | Trust - Irrevocable Living | Acct | Account |
| RegTypeEntity | 84 | Trust - Charitable | Trust - Charitable | Acct | Account |
| RegTypeEntity | 85 | Exempt Organization | Exempt Organization | Acct | Account |
| RegTypeEntity | 86 | Nonpurpose Loan | Nonpurpose Loan | Acct | Account |
| RegTypeEntity | 87 | Group 529 Plan | Group 529 Plan | Acct | Account |
| RegTypeEntity | 88 | Nonprofit Corporation | Nonprofit Corporation | Acct | Account |
| RegTypeEntity | 89 | Charitable Donation | Charitable Donation | Acct | Account |
| RegTypeEntity | 90 | 403b7 | 403(b)(7) | Acct | Account |
| RegTypeEntity | 91 | 403b9 | 403(b)(9) | Acct | Account |
| RegTypeEntity | 92 | Roth Individual 401(k) Conversion | Roth Individual 401(k) Conversion | Acct | Account |
| RegTypeEntity | 93 | Roth Group 401(k) Conversion | Roth Group 401(k) Conversion | Acct | Account |
| RegTypeEntity | 94 | Beneficiary QRP | Beneficiary QRP | Acct | Account |
| RegTypeEntity | 95 | Roth Group 401(k) | Roth Group 401(k) | Acct | Account |
| RegTypeEntity | 96 | Revocable Living Trust | Revocable Living Trust, Other Trust, Marital Trust | Acct | Account |
| RegTypeEntity | 97 | Other Revocable Trust | Other Revocable Trust, CRUT | Acct | Account |
| RegTypeEntity | 98 | Business Trust | Business Trust | Acct | Account |
| RegTypeEntity | 99 | Foreign Trust | Foreign Trust | Acct | Account |
| RegTypeEntity | 100 | Fiduciary Trust | Fiduciary Trust | Acct | Account |
| RegTypeEntity | 101 | Inherited IRA | Inherited IRA | Acct | Account |
| RegTypeEntity | 102 | Self-Directed IRA | Self-Directed IRA | Acct | Account |
| RegTypeEntity | 103 | Spousal IRA | Spousal IRA | Acct | Account |
| RegTypeEntity | 104 | Spousal Rollover IRA | Spousal Rollover IRA | Acct | Account |
| RegTypeEntity | 105 | Custodial IRA Contributory | Custodial IRA Contributory | Acct | Account |
| RegTypeEntity | 106 | Inherited Roth IRA | Inherited Roth IRA | Acct | Account |
| RegTypeEntity | 107 | Qualified | Qualified, Retirement | Acct | Account |
| RegTypeEntity | 108 | Non-Qualified | Non-Qualified, Non-IRA | Acct | Account |
| RegTypeEntity | 109 | Retirement Plan Rollover | Retirement Plan Rollover | Acct | Account |
| RegTypeEntity | 111 | 401(a) | 401(a) | Acct | Account |
| RegTypeEntity | 112 | Health Savings Account | Health Savings Account | Acct | Account |
| RegTypeEntity | 113 | C Corporation | C Corporation | Acct | Account |
| RegTypeEntity | 114 | Individual 529 Funded by UGMA/UTMA | Individual 529 Funded by UGMA/UTMA | Acct | Account |
| RegTypeEntity | 115 | Participant 403(b) | Participant 403(b) | Acct | Account |
| RegTypeEntity | 116 | Participant 403(b)7 | Participant 403(b)7 | Acct | Account |
| RegTypeEntity | 117 | Group 403(b) | Group 403(b) | Acct | Account |
| RegTypeEntity | 118 | Group 403(b)7 | Group 403(b)7 | Acct | Account |
| RegTypeEntity | 119 | S Corporation | S Corporation | Acct | Account |
| RegTypeEntity | 120 | Disregarded Entity | Disregarded Entity | Acct | Account |
| RegTypeEntity | 121 | Participant IRA | Participant IRA | Acct | Account |
| RegTypeEntity | 122 | Guardian IRA | Guardian IRA | Acct | Account |
| RegTypeEntity | 123 | Employer IRA | Employer IRA | Acct | Account |
| RegTypeEntity | 124 | Individual Education | Education, 529, Coverdell, ESA Individual Account | Acct | Account |
| RegTypeEntity | 125 | Trust Education | Education, 529, Coverdell, ESA Trust Account | Acct | Account |
| RegTypeEntity | 126 | Rollover Education | Education, 529, Coverdell, ESA Rollover Account | Acct | Account |
| RegTypeEntity | 127 | Limited Liability Company (as distinguished from the current Limited Liability Corporation) | Limited Liability Company (as distinguished from the current Limited Liability Corporation) | Acct | Account |
| RegTypeEntity | 128 | Limitied Liability Company C Corp | Limitied Liability Company C Corp | Acct | Account |
| RegTypeEntity | 129 | Limitied Liability Company S Corp | Limitied Liability Company S Corp | Acct | Account |
| RegTypeEntity | 130 | Outside IRA | Outside IRA | Acct | Account |
| RegTypeEntity | 131 | Church | Church | Acct | Account |
| RegTypeEntity | 132 | 415(m) Plan | 415(m) Plan | Acct | Account |
| RegTypeEntity | 133 | 403(b) ERISA | 403(b) ERISA - Title 1 | Acct | Account |
| RegTypeEntity | 134 | 403(b) NON - ERISA | 403(b) NON - ERISA | Acct | Account |
| RegTypeEntity | 135 | 72(t) | 72(t) | Acct | Account |
| RegTypeEntity | 136 | 72(q) | 72(q) | Acct | Account |
| RegTypeEntity | 137 | DPP | Direct Participation Program | Acct | Account |
| RegTypeEntity | 138 | Variable Life | Variable Life | Acct | Account |
| RegTypeEntity | 139 | Variable Annuity | Variable Annuity | Acct | Account |
| RegTypeEntity | 140 | Indexed Annuity | Indexed Annuity | Acct | Account |
| RegTypeEntity | 141 | Fixed Annuity | Fixed Annuity | Acct | Account |
| RegTypeEntity | 142 | Indexed Universal Life | Indexed Universal Life | Acct | Account |
| RegTypeEntity | 143 | RMS | Retirement Management Services | Acct | Account |
| RegTypeEntity | 144 | Margin | Margin | Acct | Account |
| RegTypeEntity | 145 | Option | Option | Acct | Account |
| RegTypeEntity | 146 | Brokerage Access | Brokerage Access | Acct | Account |
| RegTypeEntity | 147 | Brokerage Portfolio | Brokerage Portfolio | Acct | Account |
| RegTypeEntity | 148 | METrade | METrade | Acct | Account |
| RegTypeEntity | 149 | Trust - Foundation | Trust - Foundation | Acct | Account |
| RegTypeEntity | 150 | Roth 457 | After-tax Roth 457 | Acct | Account |
| RegTypeEntity | 151 | After-tax savings (non-qualified) | After-tax savings (non-qualified) | Acct | Account |
| RegTypeEntity | 152 | 457 Plan Roth | 457 Plan Roth | Acct | Account |
| RegTypeEntity | 153 | Roth 403(b)(7) | Roth 403(b)(7) | Acct | Account |
| RegTypeEntity | 154 | Beneficiary 403(b)(7) | Beneficiary 403(b)(7) | Acct | Account |
| RegTypeEntity | 155 | Beneficiary Roth 403(b)(7) | Beneficiary Roth 403(b)(7) | Acct | Account |
| RegTypeEntity | 156 | Beneficiary Texas ORP | Beneficiary Texas ORP | Acct | Account |
| RegTypeEntity | 157 | Beneficiary 457 | Beneficiary 457 | Acct | Account |
| RegTypeEntity | 158 | Beneficiary Roth 457 | Beneficiary Roth 457 | Acct | Account |
| RegTypeEntity | 159 | Texas ORP | Texas ORP | Acct | Account |
| RegTypeEntity | 160 | Supplemental Pre-Tax for Texas ORP | Supplemental Pre-Tax for Texas ORP | Acct | Account |
| RegTypeEntity | 161 | Investor SOLUTIONS | Investor SOLUTIONS | Acct | Account |
| RegTypeEntity | 162 | Education IRA | Education IRA | Acct | Account |
| RegTypeEntity | 163 | Inherited Profit Sharing | Inherited Profit Sharing | Acct | Account |
| RegTypeEntity | 164 | NQ Deferred Comp | Non-Qualified Deferred Compenation Plan | Acct | Account |
| RegTypeEntity | 165 | Prototype SEP | Prototype SEP | Acct | Account |
| RegTypeEntity | 166 | Qual Deferred Comp | Qualified Deferred Compensation Plan | Acct | Account |
| RegTypeEntity | 167 | Beneficiary 403(b) | Beneficiary 403(b) | Acct | Account |
| RegTypeEntity | 168 | Roth Guardian | Roth Guardian | Acct | Account |
| RegTypeEntity | 169 | Roth Spousal | Roth Spousal | Acct | Account |
| RegTypeEntity | 170 | Simple 401(k) | Simple 401(k) | Acct | Account |
| RegTypeEntity | 171 | Target Benefit | Target Benefit Plan | Acct | Account |
| RegTypeEntity | 172 | Trust Tenants in Common | Trust Tenants in Common | Acct | Account |
| RegTypeEntity | 173 | Omnibus | Omnibus | Acct | Account |
| RegTypeEntity | 174 | 401(a) Match Individual | 401(a) Match Individual | Acct | Account |
| RegTypeEntity | 175 | 401(a) Match Institutional | 401(a) Match Institutional | Acct | Account |
| RegTypeEntity | 176 | Multi-Part. 401(l)/Roth 401(k) | Multi-Part. 401(l)/Roth 401(k) | Acct | Account |
| RegTypeEntity | 177 | Multi-Part. Money Purchase | Multi-Part. Money Purchase | Acct | Account |
| RegTypeEntity | 178 | Multi-Part. Money Purchase Individual | Multi-Part. Money Purchase Individual | Acct | Account |
| RegTypeEntity | 179 | Multi-Part. Money Purchase Institutional | Multi-Part. Money Purchase Institutional | Acct | Account |
| RegTypeEntity | 180 | Multi-Part. Profit Sharing | Multi-Part. Profit Sharing | Acct | Account |
| RegTypeEntity | 181 | Multi-Part. Profit Sharing Individual | Multi-Part. Profit Sharing Individual | Acct | Account |
| RegTypeEntity | 182 | Multi-Part. Profit Sharing Institutional | Multi-Part. Profit Sharing Institutional | Acct | Account |
| RegTypeEntity | 183 | Non-Exempt Individual Account | Non-Exempt Individual Account | Acct | Account |
| RegTypeEntity | 184 | Non-Exempt Institutional Account | Non-Exempt Institutional Account | Acct | Account |
| RegTypeEntity | 185 | Non-Exempt Other | Non-Exempt Other | Acct | Account |
| RegTypeEntity | 186 | Non-Exempt | Non-Exempt | Acct | Account |
| RegTypeEntity | 187 | Non-Fiduciary Non Reportable | Non-Fiduciary Non Reportable | Acct | Account |
| RegTypeEntity | 188 | Institutional Account | Institutional Account | Acct | Account |
| RegTypeEntity | 189 | Scholarship Provider | Scholarship Provider | Acct | Account |
| RegTypeEntity | 190 | 529 ESA Transfer | 529 ESA Transfer | Acct | Account |
| RegTypeEntity | 191 | 529 Irrevocable Trust (Entity-Owned 529 Plans) | 529 Irrevocable Trust (Entity-Owned 529 Plans) | Acct | Account |
| RegTypeEntity | 192 | 529 Irrevocable Trust (Individual 529 Plans) | 529 Irrevocable Trust (Individual 529 Plans) | Acct | Account |
| RegTypeEntity | 193 | 529 Revocable Trust (Entity-Owned 529 Plans) | 529 Revocable Trust (Entity-Owned 529 Plans) | Acct | Account |
| RegTypeEntity | 194 | 529 Revocable Trust (Individual 529 Plans) | 529 Revocable Trust (Individual 529 Plans) | Acct | Account |
| RegTypeEntity | 195 | 529 Scholarship Provider | 529 Scholarship Provider | Acct | Account |
| RegTypeEntity | 196 | Company | Individual-owned company doing business as (DBA) | Acct | Account |
| RegTypeEntity | 197 | Company (DBA) | Coogan blocked trust account | Acct | Account |
| RegTypeEntity | 198 | Coogan | For profit organization that isn't a corporation | Acct | Account |
| RegTypeEntity | 199 | For Profit Organization | For Profit Organization | Acct | Account |
| RegTypeEntity | 200 | Governmental 457 Plan | Governmental 457 Plan | Acct | Account |
| RegTypeEntity | 201 | LTD | Limited Company | Acct | Account |
| RegTypeEntity | 202 | Minor-Owned Roth IRA | Minor-Owned Roth IRA | Acct | Account |
| RegTypeEntity | 203 | Minor-Owned SEP | Minor-Owned SEP | Acct | Account |
| RegTypeEntity | 204 | Minor-Owned Simple IRA | Minor-Owned Simple IRA | Acct | Account |
| RegTypeEntity | 205 | Minor-Owner IRA | Minor-Owner IRA | Acct | Account |
| RegTypeEntity | 206 | Non-ERISA Beneficiary | Non-ERISA Beneficiary | Acct | Account |
| RegTypeEntity | 207 | Other Custodial Retirement Plan | Other Custodial Retirement Plan | Acct | Account |
| RegTypeEntity | 208 | Religious & Educationals Institutions | Religious & Educationals Institutions | Acct | Account |
| RegTypeEntity | 209 | 529 Individual Testamentary/Under the Will | 529 Individual Testamentary/Under the Will | Acct | Account |
| RegTypeEntity | 210 | 529 Entity Testamentary/Under the Will | 529 Entity Testamentary/Under the Will | Acct | Account |
| RegTypeEntity | 211 | Unions | Unions | Acct | Account |
| RegTypeEntity | 212 | Final Pay Plan | Final Pay Plan | Acct | Account |
| RegTypeEntity | 213 | Owner-Only Profit Sharing | Owner-Only Profit Sharing | Acct | Account |
| RegTypeEntity | 214 | Owner-Only Money Purchase | Owner-Only Money Purchase | Acct | Account |
| RegTypeEntity | 215 | ERISA Plan Beneficiary | ERISA Plan Beneficiary | Acct | Account |
| RegTypeEntity | 216 | Profit Sharing Individual | Profit Sharing Individual | Acct | Account |
| RegTypeEntity | 217 | Profit Sharing Institutional | Profit Sharing Institutional | Acct | Account |
| RegTypeEntity | 218 | Money Purchase Individual | Money Purchase Individual | Acct | Account |
| RegTypeEntity | 219 | Money Purchase Institutional | Money Purchase Institutional | Acct | Account |
| RegTypeEntity | 220 | Large 401(k) | Large 401(k) with 100 or more employees | Acct | Account |
| RegTypeEntity | 221 | Large 457 Plan | Large 457 Plan with 100 or more employees | Acct | Account |
| RegTypeEntity | 222 | Large Non-Gov't 457 Plan | Large Non-Government 457 Plan with 100 or more employees | Acct | Account |
| RegTypeEntity | 223 | NQ Deferred Comp Individual | Non-Qualified Deferred Comp Individual | Acct | Account |
| RegTypeEntity | 224 | NQ Deferred Comp Institutional | Non-Qualified Deferred Comp Institutional | Acct | Account |
| RegTypeEntity | 225 | 403(b) Custodial Account | 403(b) Custodial Account | Acct | Account |
| RegTypeEntity | 226 | 403(b) Optional Retirement Plan (ORP) | 403(b) Optional Retirement Plan (ORP) | Acct | Account |
| RegTypeEntity | 227 | Inherited Guardian | Inherited Guardian | Acct | Account |
| RegTypeEntity | 228 | 403(b)(7) Non ERISA | 403(b)(7) Non ERISA | Acct | Account |
| RegTypeEntity | 229 | Roth 403(b)(7) Non ERISA | Roth 403(b)(7) Non ERISA | Acct | Account |
| RegTypeEntity | 230 | 403(b)(7) ERISA | 403(b)(7) ERISA | Acct | Account |
| RegTypeEntity | 231 | Roth 403(b)(7) ERISA | Roth 403(b)(7) ERISA | Acct | Account |
| RegTypeEntity | 232 | Cash Balance | Cash Balance defined benefit or pension plan | Acct | Account |
| RegTypeEntity | 232 | Cash Balance | Cash Balance defined benefit or pension plan | Acct | Account |
| RelToClientType | 0 | Other | Other | Client | Client Personal Info |
| RelToClientType | 1 | Owner | Owner | Client | Client Personal Info |
| RelToClientType | 2 | Trustee | Trustee | Client | Client Personal Info |
| RelToClientType | 3 | Annuitant | Annuitant | Client | Client Personal Info |
| RelToClientType | 4 | Spouse | Spouse | Client | Client Personal Info |
| RelToClientType | 5 | Non-Spouse | Non-Spouse | Client | Client Personal Info |
| RelToClientType | 6 | Minor | Minor | Client | Client Personal Info |
| RelToClientType | 7 | Custodian | Custodian | Client | Client Personal Info |
| RelToClientType | 8 | Bank Owner | Bank Owner | Client | Client Personal Info |
| RepNumType | 0 | Other | Other | Rep | Rep Profile |
| RepNumType | 1 | Rep Number | Rep Number | Rep | Rep Profile |
| RepNumType | 2 | SSN | SSN | Rep | Rep Profile |
| RepNumType | 3 | Tax ID | Tax ID | Rep | Rep Profile |
| RepType | 0 | Other | Other | Rep | Rep Profile |
| RepType | 1 | Individual | Individual | Rep | Rep Profile |
| RepType | 2 | Entity | Entity | Rep | Rep Profile |
| RetPlanERISA | 0 | Other | Other | Acct | Account |
| RetPlanERISA | 1 | ERISA | ERISA | Acct | Account |
| RetPlanERISA | 2 | Non-ERISA | Non-ERISA | Acct | Account |
| RetPlanPrototype | 0 | Other | Other | Acct | Account |
| RetPlanPrototype | 1 | Non-Prototype | Non-Prototype | Acct | Account |
| RetPlanPrototype | 2 | Clearingfirm Prototype | Clearingfirm Prototype | Acct | Account |
| RetPlanPrototype | 3 | Product Company Prototype | Product Company Prototype | Acct | Account |
| RiskTolerance | 0 | Other | Other | Client | Suitability |
| RiskTolerance | 1 | Low / Conservative | Low / Conservative | Client | Suitability |
| RiskTolerance | 2 | Medium / Moderate | Medium / Moderate | Client | Suitability |
| RiskTolerance | 3 | High / Aggressive | High / Aggressive | Client | Suitability |
| RiskTolerance | 4 | Speculation | Speculation | Client | Suitability |
| RiskTolerance | 5 | Moderate / Aggressive | Medium-High | Client | Suitability |
| RiskTolerance | 6 | Conservative / Moderate | Conservative / Moderate | Client | Suitability |
| S.AddrType | 0 | Other | Other | Client | Client Personal Info |
| S.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info |
| S.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info |
| S.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info |
| S.AddrType | 4 | Office | Office address | Client | Client Personal Info |
| S.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info |
| S.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info |
| S.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info |
| S.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info |
| S.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info |
| S.AddrUnitType | 0 | Other | Other | Client | Client Personal Info |
| S.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info |
| S.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info |
| S.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info |
| S.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info |
| S.AddrUnitType | 5 | Building | Building | Client | Client Personal Info |
| S.AddrUnitType | 6 | Department | Department | Client | Client Personal Info |
| S.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info |
| S.AddrUnitType | 8 | Front | Front | Client | Client Personal Info |
| S.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info |
| S.AddrUnitType | 10 | Key | Key | Client | Client Personal Info |
| S.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info |
| S.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info |
| S.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info |
| S.AddrUnitType | 14 | Office | Office | Client | Client Personal Info |
| S.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info |
| S.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info |
| S.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info |
| S.AddrUnitType | 18 | Room | Room | Client | Client Personal Info |
| S.AddrUnitType | 19 | Side | Side | Client | Client Personal Info |
| S.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info |
| S.AddrUnitType | 21 | Space | Space | Client | Client Personal Info |
| S.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info |
| S.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info |
| S.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info |
| S.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info |
| S.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info |
| S.PhoneNumFormat | 2 | International | International | Client | Client Personal Info |
| SecondaryPhoneType | 0 | Other | Other | Client | Client Personal Info |
| SecondaryPhoneType | 1 | Work | Business or Office | Client | Client Personal Info |
| SecondaryPhoneType | 2 | Home | Home or Legal | Client | Client Personal Info |
| SecondaryPhoneType | 3 | Mobile | Cell or Mobile | Client | Client Personal Info |
| SecondaryPhoneType | 4 | Seasonal | Seasonal or Vacation | Client | Client Personal Info |
| SecondaryPhoneType | 5 | Voicemail | Voicemail | Client | Client Personal Info |
| SecondaryPhoneType | 6 | Fax | Fax | Client | Client Personal Info |
| SignAddr.AddrType | 0 | Other | Other | Client | Client Personal Info |
| SignAddr.AddrType | 0 | Other | Other | Rep | Rep Profile |
| SignAddr.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info |
| SignAddr.AddrType | 1 | Home | Home or Legal address | Rep | Rep Profile |
| SignAddr.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info |
| SignAddr.AddrType | 2 | Mailing | Mailing address | Rep | Rep Profile |
| SignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info |
| SignAddr.AddrType | 3 | Primary Residence | Address of primary residence | Rep | Rep Profile |
| SignAddr.AddrType | 4 | Office | Office address | Client | Client Personal Info |
| SignAddr.AddrType | 4 | Office | Office address | Rep | Rep Profile |
| SignAddr.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info |
| SignAddr.AddrType | 5 | Birth Place | Place of birth address | Rep | Rep Profile |
| SignAddr.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info |
| SignAddr.AddrType | 6 | Employer | Employer's address | Rep | Rep Profile |
| SignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info |
| SignAddr.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Rep | Rep Profile |
| SignAddr.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info |
| SignAddr.AddrType | 8 | Branch Address | Branch Address | Rep | Rep Profile |
| SignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info |
| SignAddr.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Rep | Rep Profile |
| SignAddr.AddrUnitType | 0 | Other | Other | Client | Client Personal Info |
| SignAddr.AddrUnitType | 0 | Other | Other | Rep | Rep Profile |
| SignAddr.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info |
| SignAddr.AddrUnitType | 1 | Apartment | Apartment | Rep | Rep Profile |
| SignAddr.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info |
| SignAddr.AddrUnitType | 2 | Suite | Suite | Rep | Rep Profile |
| SignAddr.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info |
| SignAddr.AddrUnitType | 3 | Floor | Floor | Rep | Rep Profile |
| SignAddr.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info |
| SignAddr.AddrUnitType | 4 | Unit | Unit | Rep | Rep Profile |
| SignAddr.AddrUnitType | 5 | Building | Building | Client | Client Personal Info |
| SignAddr.AddrUnitType | 5 | Building | Building | Rep | Rep Profile |
| SignAddr.AddrUnitType | 6 | Department | Department | Client | Client Personal Info |
| SignAddr.AddrUnitType | 6 | Department | Department | Rep | Rep Profile |
| SignAddr.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info |
| SignAddr.AddrUnitType | 7 | Basement | Basement | Rep | Rep Profile |
| SignAddr.AddrUnitType | 8 | Front | Front | Client | Client Personal Info |
| SignAddr.AddrUnitType | 8 | Front | Front | Rep | Rep Profile |
| SignAddr.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info |
| SignAddr.AddrUnitType | 9 | Hanger | Hanger | Rep | Rep Profile |
| SignAddr.AddrUnitType | 10 | Key | Key | Client | Client Personal Info |
| SignAddr.AddrUnitType | 10 | Key | Key | Rep | Rep Profile |
| SignAddr.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info |
| SignAddr.AddrUnitType | 11 | Lobby | Lobby | Rep | Rep Profile |
| SignAddr.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info |
| SignAddr.AddrUnitType | 12 | Lot | Lot | Rep | Rep Profile |
| SignAddr.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info |
| SignAddr.AddrUnitType | 13 | Lower | Lower | Rep | Rep Profile |
| SignAddr.AddrUnitType | 14 | Office | Office | Client | Client Personal Info |
| SignAddr.AddrUnitType | 14 | Office | Office | Rep | Rep Profile |
| SignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info |
| SignAddr.AddrUnitType | 15 | Penthouse | Penthouse | Rep | Rep Profile |
| SignAddr.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info |
| SignAddr.AddrUnitType | 16 | Pier | Pier | Rep | Rep Profile |
| SignAddr.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info |
| SignAddr.AddrUnitType | 17 | Rear | Rear | Rep | Rep Profile |
| SignAddr.AddrUnitType | 18 | Room | Room | Client | Client Personal Info |
| SignAddr.AddrUnitType | 18 | Room | Room | Rep | Rep Profile |
| SignAddr.AddrUnitType | 19 | Side | Side | Client | Client Personal Info |
| SignAddr.AddrUnitType | 19 | Side | Side | Rep | Rep Profile |
| SignAddr.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info |
| SignAddr.AddrUnitType | 20 | Slip | Slip | Rep | Rep Profile |
| SignAddr.AddrUnitType | 21 | Space | Space | Client | Client Personal Info |
| SignAddr.AddrUnitType | 21 | Space | Space | Rep | Rep Profile |
| SignAddr.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info |
| SignAddr.AddrUnitType | 22 | Stop | Stop | Rep | Rep Profile |
| SignAddr.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info |
| SignAddr.AddrUnitType | 23 | Trailer | Trailer | Rep | Rep Profile |
| SignAddr.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info |
| SignAddr.AddrUnitType | 24 | Upper | Upper | Rep | Rep Profile |
| SignAddr.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info |
| SignAddr.PhoneNumFormat | 0 | Other | Other | Rep | Rep Profile |
| SignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info |
| SignAddr.PhoneNumFormat | 1 | Domestic | Domestic | Rep | Rep Profile |
| SignAddr.PhoneNumFormat | 2 | International | International | Client | Client Personal Info |
| SignAddr.PhoneNumFormat | 2 | International | International | Rep | Rep Profile |
| SSNType | 0 | Other | Other | Client | Client Personal Info |
| SSNType | 1 | Social Security Number | Social Security Number | Client | Client Personal Info |
| SSNType | 2 | Tax ID | Tax ID | Client | Client Personal Info |
| TradeConfirms | 0 | Other | Other | Acct | Account |
| TradeConfirms | 1 | Electronic | Electronic Trade Confirmations | Acct | Account |
| TradeConfirms | 2 | Paper | Paper Trade Confirmations | Acct | Account |
| TransferSoldBy | 0 | Other | Other | Acct | Account |
| TransferSoldBy | 1 | Myself | Myself | Acct | Account |
| TransferSoldBy | 2 | Advisor | Advisor | Acct | Account |
| TrusteeRights | 0 | Other | Other | Acct | Account |
| TrusteeRights | 1 | Independent | Trustees can act independently | Acct | Account |
| TrusteeRights | 2 | Joint | Trustees must work together on account | Acct | Account |
| VM.AddrType | 0 | Other | Other | Client | Client Personal Info |
| VM.AddrType | 1 | Home | Home or Legal address | Client | Client Personal Info |
| VM.AddrType | 2 | Mailing | Mailing address | Client | Client Personal Info |
| VM.AddrType | 3 | Primary Residence | Address of primary residence | Client | Client Personal Info |
| VM.AddrType | 4 | Office | Office address | Client | Client Personal Info |
| VM.AddrType | 5 | Birth Place | Place of birth address | Client | Client Personal Info |
| VM.AddrType | 6 | Employer | Employer's address | Client | Client Personal Info |
| VM.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Client | Client Personal Info |
| VM.AddrType | 8 | Branch Address | Branch Address | Client | Client Personal Info |
| VM.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Client | Client Personal Info |
| VM.AddrUnitType | 0 | Other | Other | Client | Client Personal Info |
| VM.AddrUnitType | 1 | Apartment | Apartment | Client | Client Personal Info |
| VM.AddrUnitType | 2 | Suite | Suite | Client | Client Personal Info |
| VM.AddrUnitType | 3 | Floor | Floor | Client | Client Personal Info |
| VM.AddrUnitType | 4 | Unit | Unit | Client | Client Personal Info |
| VM.AddrUnitType | 5 | Building | Building | Client | Client Personal Info |
| VM.AddrUnitType | 6 | Department | Department | Client | Client Personal Info |
| VM.AddrUnitType | 7 | Basement | Basement | Client | Client Personal Info |
| VM.AddrUnitType | 8 | Front | Front | Client | Client Personal Info |
| VM.AddrUnitType | 9 | Hanger | Hanger | Client | Client Personal Info |
| VM.AddrUnitType | 10 | Key | Key | Client | Client Personal Info |
| VM.AddrUnitType | 11 | Lobby | Lobby | Client | Client Personal Info |
| VM.AddrUnitType | 12 | Lot | Lot | Client | Client Personal Info |
| VM.AddrUnitType | 13 | Lower | Lower | Client | Client Personal Info |
| VM.AddrUnitType | 14 | Office | Office | Client | Client Personal Info |
| VM.AddrUnitType | 15 | Penthouse | Penthouse | Client | Client Personal Info |
| VM.AddrUnitType | 16 | Pier | Pier | Client | Client Personal Info |
| VM.AddrUnitType | 17 | Rear | Rear | Client | Client Personal Info |
| VM.AddrUnitType | 18 | Room | Room | Client | Client Personal Info |
| VM.AddrUnitType | 19 | Side | Side | Client | Client Personal Info |
| VM.AddrUnitType | 20 | Slip | Slip | Client | Client Personal Info |
| VM.AddrUnitType | 21 | Space | Space | Client | Client Personal Info |
| VM.AddrUnitType | 22 | Stop | Stop | Client | Client Personal Info |
| VM.AddrUnitType | 23 | Trailer | Trailer | Client | Client Personal Info |
| VM.AddrUnitType | 24 | Upper | Upper | Client | Client Personal Info |
| VM.PhoneNumFormat | 0 | Other | Other | Client | Client Personal Info |
| VM.PhoneNumFormat | 1 | Domestic | Domestic | Client | Client Personal Info |
| VM.PhoneNumFormat | 2 | International | International | Client | Client Personal Info |
| WD.Freq | 0 | Other | Other | Acct | Investment Profile |
| WD.Freq | 1 | Daily | Daily | Acct | Investment Profile |
| WD.Freq | 2 | Weekly | Weekly | Acct | Investment Profile |
| WD.Freq | 3 | Semimonthly | Semimonthly | Acct | Investment Profile |
| WD.Freq | 4 | Monthly | Monthly | Acct | Investment Profile |
| WD.Freq | 5 | Bimonthly | Bimonthly | Acct | Investment Profile |
| WD.Freq | 6 | Quarterly | Quarterly | Acct | Investment Profile |
| WD.Freq | 7 | Semiannually | Semiannually | Acct | Investment Profile |
| WD.Freq | 8 | Annually | Annually | Acct | Investment Profile |
| WD.Freq | 9 | One-Time | One-Time | Acct | Investment Profile |
| WD.Instr | 0 | Other | Other | Acct | Investment Profile |
| WD.Instr | 1 | Hold | Hold | Acct | Investment Profile |
| WD.Instr | 2 | Remit | Remit or send check | Acct | Investment Profile |
| WD.Instr | 3 | DVP - Delivery vs. Payment | DVP - Delivery vs. Payment | Acct | Investment Profile |
| WD.Instr | 4 | Hold and Sweep | Hold and Sweep | Acct | Investment Profile |
| WD.Instr | 5 | Hold in Street Name | Hold in Street Name | Acct | Investment Profile |
| WD.Instr | 6 | Register and Send | Register and Send | Acct | Investment Profile |
| WD.Instr | 7 | Reinvest | Reinvest | Acct | Investment Profile |
| WD.Instr | 8 | Send by Check | Send by check to mailing address of account | Acct | Investment Profile |
| WD.Instr | 9 | Intra-bank Payment | Send by intra-bank payment (IBP) | Acct | Investment Profile |
| WD.Instr | 10 | Send by EFT | Send by external bank link (EFT - electronic funds transfer) | Acct | Investment Profile |
| WD.Instr | 11 | Handle Distribution Like Sales | Handle distributions and dividends like sales proceeds | Acct | Investment Profile |
| WD.Instr | 12 | Reinvest Equity and Mutual Fund Dividends | Reinvest equity and mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| WD.Instr | 13 | Reinvest Equity Dividends Only | Reinvest equity dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| WD.Instr | 14 | Reinvest Mutual Fund Dividends Only | Reinvest mutual fund dividends, handle all other distributions like sales proceeds | Acct | Investment Profile |
| WD.Method | 0 | Other | Other | Acct | Investment Profile |
| WD.Method | 1 | Journal | Journal | Acct | Investment Profile |
| WD.Method | 2 | First Party Check | First Party Check | Acct | Investment Profile |
| WD.Method | 3 | Third Party | Third Party | Acct | Investment Profile |
| WD.Method | 4 | ACH | ACH | Acct | Investment Profile |
| WD.Method | 5 | Overnight Delivery | Overnight Delivery | Acct | Investment Profile |
| WD.Method | 6 | Federal Fund Wire | Federal Fund Wire | Acct | Investment Profile |
| WD.O.AddrType | 0 | Other | Other | Acct | Investment Profile |
| WD.O.AddrType | 1 | Home | Home or Legal address | Acct | Investment Profile |
| WD.O.AddrType | 2 | Mailing | Mailing address | Acct | Investment Profile |
| WD.O.AddrType | 3 | Primary Residence | Address of primary residence | Acct | Investment Profile |
| WD.O.AddrType | 4 | Office | Office address | Acct | Investment Profile |
| WD.O.AddrType | 5 | Birth Place | Place of birth address | Acct | Investment Profile |
| WD.O.AddrType | 6 | Employer | Employer's address | Acct | Investment Profile |
| WD.O.AddrType | 7 | Employer Incorporated Location | Employer's legal address where incorporated | Acct | Investment Profile |
| WD.O.AddrType | 8 | Branch Address | Branch Address | Acct | Investment Profile |
| WD.O.AddrType | 9 | Broker/Dealer Address | Broker/Dealer Address | Acct | Investment Profile |
| WD.O.AddrUnitType | 0 | Other | Other | Acct | Investment Profile |
| WD.O.AddrUnitType | 1 | Apartment | Apartment | Acct | Investment Profile |
| WD.O.AddrUnitType | 2 | Suite | Suite | Acct | Investment Profile |
| WD.O.AddrUnitType | 3 | Floor | Floor | Acct | Investment Profile |
| WD.O.AddrUnitType | 4 | Unit | Unit | Acct | Investment Profile |
| WD.O.AddrUnitType | 5 | Building | Building | Acct | Investment Profile |
| WD.O.AddrUnitType | 6 | Department | Department | Acct | Investment Profile |
| WD.O.AddrUnitType | 7 | Basement | Basement | Acct | Investment Profile |
| WD.O.AddrUnitType | 8 | Front | Front | Acct | Investment Profile |
| WD.O.AddrUnitType | 9 | Hanger | Hanger | Acct | Investment Profile |
| WD.O.AddrUnitType | 10 | Key | Key | Acct | Investment Profile |
| WD.O.AddrUnitType | 11 | Lobby | Lobby | Acct | Investment Profile |
| WD.O.AddrUnitType | 12 | Lot | Lot | Acct | Investment Profile |
| WD.O.AddrUnitType | 13 | Lower | Lower | Acct | Investment Profile |
| WD.O.AddrUnitType | 14 | Office | Office | Acct | Investment Profile |
| WD.O.AddrUnitType | 15 | Penthouse | Penthouse | Acct | Investment Profile |
| WD.O.AddrUnitType | 16 | Pier | Pier | Acct | Investment Profile |
| WD.O.AddrUnitType | 17 | Rear | Rear | Acct | Investment Profile |
| WD.O.AddrUnitType | 18 | Room | Room | Acct | Investment Profile |
| WD.O.AddrUnitType | 19 | Side | Side | Acct | Investment Profile |
| WD.O.AddrUnitType | 20 | Slip | Slip | Acct | Investment Profile |
| WD.O.AddrUnitType | 21 | Space | Space | Acct | Investment Profile |
| WD.O.AddrUnitType | 22 | Stop | Stop | Acct | Investment Profile |
| WD.O.AddrUnitType | 23 | Trailer | Trailer | Acct | Investment Profile |
| WD.O.AddrUnitType | 24 | Upper | Upper | Acct | Investment Profile |
| WD.O.PhoneNumFormat | 0 | Other | Other | Acct | Investment Profile |
| WD.O.PhoneNumFormat | 1 | Domestic | Domestic | Acct | Investment Profile |
| WD.O.PhoneNumFormat | 2 | International | International | Acct | Investment Profile |
| WD.PmtDestType | 0 | Other | Other | Acct | Investment Profile |
| WD.PmtDestType | 1 | Address of Record | Address of Record | Acct | Investment Profile |
| WD.PmtDestType | 2 | Alternate Address | Alternate Address | Acct | Investment Profile |
| WD.PmtDestType | 3 | Charitable Donation | Charitable Donation | Acct | Investment Profile |