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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.


QuikFieldNameFieldValueFieldValueNameFieldValueDescDataSetTypeCategoryDate Active
529PlanType529PlanType0OtherOtherAcctAccount3/18/2020
529PlanType529PlanType1CollegeAmerica (American Funds)CollegeAmerica (American Funds)AcctAccount3/18/2020
529PlanType529PlanType2John Hancock Freedom 529John Hancock Freedom 529AcctAccount3/18/2020
529PlanType529PlanType3NFS (Fidelity)National Financial Services (Fidelity)AcctAccount5/12/2023
AcctOpenMethodAccountOpenMethod0OtherOtherAcctAccount6/22/2007
AcctOpenMethodAccountOpenMethod1PhoneOpened account over the phoneAcctAccount6/22/2007
AcctOpenMethodAccountOpenMethod2Pershing PlatformPershing NetExchange Pro or other platformAcctAccount6/22/2007
AcctOpenMethodAccountOpenMethod3Fidelity PlatformNFS Streetscape or other Fidelity platformAcctAccount6/22/2007
AcctPurposeAccountPurpose0OtherOtherAcctAccount11/30/2006
AcctPurposeAccountPurpose1New RegistrationNew RegistrationAcctAccount11/30/2006
AcctPurposeAccountPurpose10Retirement PlanningRetirement PlanningAcctAccount11/30/2006
AcctPurposeAccountPurpose11EducationalEducationalAcctAccount11/30/2006
AcctPurposeAccountPurpose12Income ReplacementIncome ReplacementAcctAccount11/30/2006
AcctPurposeAccountPurpose13SavingsSavingsAcctAccount11/30/2006
AcctPurposeAccountPurpose14Spouse InsuranceSpouse InsuranceAcctAccount11/30/2006
AcctPurposeAccountPurpose15Guarantee InsurabilityGuarantee InsurabilityAcctAccount11/30/2006
AcctPurposeAccountPurpose16Key-PersonKey-PersonAcctAccount11/30/2006
AcctPurposeAccountPurpose17Cover DebtCover DebtAcctAccount11/30/2006
AcctPurposeAccountPurpose18Section 303Section 303AcctAccount11/30/2006
AcctPurposeAccountPurpose19DeferredDeferredAcctAccount11/30/2006
AcctPurposeAccountPurpose2Account UpdateAccount UpdateAcctAccount11/30/2006
AcctPurposeAccountPurpose20Generate IncomeGenerate IncomeAcctAccount8/6/2014
AcctPurposeAccountPurpose21Accumulate WealthAccumulate WealthAcctAccount8/6/2014
AcctPurposeAccountPurpose22Preserve WealthPreserve WealthAcctAccount8/6/2014
AcctPurposeAccountPurpose23SpeculationSpeculationAcctAccount8/6/2014
AcctPurposeAccountPurpose3Investment AdvisoryInvestement AdvisoryAcctAccount11/30/2006
AcctPurposeAccountPurpose4Brokerage AccountBrokerage AccountAcctAccount11/30/2006
AcctPurposeAccountPurpose5PersonalPersonalAcctAccount11/30/2006
AcctPurposeAccountPurpose6BusinessBusinessAcctAccount11/30/2006
AcctPurposeAccountPurpose7MortgageMortgageAcctAccount11/30/2006
AcctPurposeAccountPurpose8Profit SharingProfit SharingAcctAccount11/30/2006
AcctPurposeAccountPurpose9Fund IRAFund IRAAcctAccount11/30/2006
RegTypeAccountRegistrationType0OtherOtherAcctAccount6/9/2005
RegTypeAccountRegistrationType0Other (Second Occurrence)Allows for multiple instances of the field "Other" for registration typeAcctAccount12/18/2009
RegTypeAccountRegistrationType0Other (Third Occurrence)Allows for multiple instances of the field "Other" for registration typeAcctAccount12/18/2009
RegTypeAccountRegistrationType1IndividualIndividualAcctAccount6/9/2005
RegTypeAccountRegistrationType10Transfer On Death - JointTransfer On Death - JointAcctAccount6/9/2005
RegTypeAccountRegistrationType100Fiduciary TrustFiduciary TrustAcctAccount12/18/2009
RegTypeAccountRegistrationType101Inherited IRAInherited IRAAcctAccount12/18/2009
RegTypeAccountRegistrationType102Self-Directed IRASelf-Directed IRAAcctAccount12/18/2009
RegTypeAccountRegistrationType103Spousal IRASpousal IRAAcctAccount12/18/2009
RegTypeAccountRegistrationType104Spousal Rollover IRASpousal Rollover IRAAcctAccount12/18/2009
RegTypeAccountRegistrationType105Custodial IRA ContributoryCustodial IRA ContributoryAcctAccount12/18/2009
RegTypeAccountRegistrationType106Inherited Roth IRAInherited Roth IRAAcctAccount12/18/2009
RegTypeAccountRegistrationType107QualifiedQualified, RetirementAcctAccount12/18/2009
RegTypeAccountRegistrationType108Non-QualifiedNon-Qualified, Non-IRAAcctAccount12/18/2009
RegTypeAccountRegistrationType109Retirement Plan RolloverRetirement Plan RolloverAcctAccount12/20/2009
RegTypeAccountRegistrationType11Transfer On Death - Joint Tenants with Rights of SurvivorshipTransfer On Death - Joint Tenants with Rights of SurvivorshipAcctAccount6/9/2005
RegTypeAccountRegistrationType110Roth 403(b)Roth 403(b)AcctAccount11/13/2012
RegTypeAccountRegistrationType111401(a)401(a)AcctAccount11/13/2012
RegTypeAccountRegistrationType112Health Savings AccountHealth Savings AccountAcctAccount11/13/2012
RegTypeAccountRegistrationType113C CorporationC CorporationAcctAccount11/13/2012
RegTypeAccountRegistrationType114Individual 529 Funded by UGMA/UTMAIndividual 529 Funded by UGMA/UTMAAcctAccount11/13/2012
RegTypeAccountRegistrationType115Participant 403(b)Participant 403(b)AcctAccount11/13/2012
RegTypeAccountRegistrationType116Participant 403(b)7Participant 403(b)7AcctAccount11/13/2012
RegTypeAccountRegistrationType117Group 403(b)Group 403(b)AcctAccount11/13/2012
RegTypeAccountRegistrationType118Group 403(b)7Group 403(b)7AcctAccount11/13/2012
RegTypeAccountRegistrationType119S CorporationS CorporationAcctAccount11/13/2012
RegTypeAccountRegistrationType12Transfer On Death - Joint Tenants in CommonTransfer On Death - Joint Tenants in CommonAcctAccount6/9/2005
RegTypeAccountRegistrationType120Disregarded EntityDisregarded EntityAcctAccount6/14/2013
RegTypeAccountRegistrationType121Participant IRAParticipant IRAAcctAccount1/9/2014
RegTypeAccountRegistrationType122Guardian IRAGuardian IRAAcctAccount1/9/2014
RegTypeAccountRegistrationType123Employer IRAEmployer IRAAcctAccount1/9/2014
RegTypeAccountRegistrationType124Individual EducationEducation, 529, Coverdell, ESA Individual AccountAcctAccount1/9/2014
RegTypeAccountRegistrationType125Trust EducationEducation, 529, Coverdell, ESA Trust AccountAcctAccount1/9/2014
RegTypeAccountRegistrationType126Rollover EducationEducation, 529, Coverdell, ESA Rollover AccountAcctAccount1/9/2014
RegTypeAccountRegistrationType127Limited Liability Company (as distinguished from the current Limited Liability Corporation)Limited Liability Company (as distinguished from the current Limited Liability Corporation)AcctAccount7/18/2014
RegTypeAccountRegistrationType128Limitied Liability Company C CorpLimitied Liability Company C CorpAcctAccount7/18/2014
RegTypeAccountRegistrationType129Limitied Liability Company S CorpLimitied Liability Company S CorpAcctAccount7/18/2014
RegTypeAccountRegistrationType13Transfer On Death - Joint Tenants in EntiretyTransfer On Death - Joint Tenants in EntiretyAcctAccount6/9/2005
RegTypeAccountRegistrationType130Outside IRAOutside IRAAcctAccount7/18/2014
RegTypeAccountRegistrationType131ChurchChurchAcctAccount7/18/2014
RegTypeAccountRegistrationType132415(m) Plan415(m) PlanAcctAccount7/18/2014
RegTypeAccountRegistrationType133403(b) ERISA403(b) ERISA - Title 1AcctAccount8/17/2016
RegTypeAccountRegistrationType134403(b) NON - ERISA403(b) NON - ERISAAcctAccount7/18/2014
RegTypeAccountRegistrationType13572(t)72(t)AcctAccount7/18/2014
RegTypeAccountRegistrationType13672(q)72(q)AcctAccount7/18/2014
RegTypeAccountRegistrationType137DPPDirect Participation ProgramAcctAccount2/26/2015
RegTypeAccountRegistrationType138Variable LifeVariable LifeAcctAccount2/26/2015
RegTypeAccountRegistrationType139Variable AnnuityVariable AnnuityAcctAccount2/26/2015
RegTypeAccountRegistrationType14Transfer On Death - Joint Community PropertyTransfer On Death - Joint Community PropertyAcctAccount6/9/2005
RegTypeAccountRegistrationType140Indexed AnnuityIndexed AnnuityAcctAccount2/26/2015
RegTypeAccountRegistrationType141Fixed AnnuityFixed AnnuityAcctAccount2/26/2015
RegTypeAccountRegistrationType142Indexed Universal LifeIndexed Universal LifeAcctAccount2/26/2015
RegTypeAccountRegistrationType143RMSRetirement Management ServicesAcctAccount2/26/2015
RegTypeAccountRegistrationType144MarginMarginAcctAccount2/26/2015
RegTypeAccountRegistrationType145OptionOptionAcctAccount2/26/2015
RegTypeAccountRegistrationType146Brokerage AccessBrokerage AccessAcctAccount2/26/2015
RegTypeAccountRegistrationType147Brokerage PortfolioBrokerage PortfolioAcctAccount2/26/2015
RegTypeAccountRegistrationType148METradeMETradeAcctAccount2/26/2015
RegTypeAccountRegistrationType149Trust - FoundationTrust - FoundationAcctAccount8/6/2015
RegTypeAccountRegistrationType15Transfer On Death - Joint Community Property with Rights of SurvivorshipTransfer On Death - Joint Community Property with Rights of SurvivorshipAcctAccount6/9/2005
RegTypeAccountRegistrationType150Roth 457After-tax Roth 457AcctAccount12/10/2015
RegTypeAccountRegistrationType151After-tax savings (non-qualified)After-tax savings (non-qualified)AcctAccount12/10/2015
RegTypeAccountRegistrationType152457 Plan Roth457 Plan RothAcctAccount12/10/2015
RegTypeAccountRegistrationType153Roth 403(b)(7)Roth 403(b)(7)AcctAccount12/10/2015
RegTypeAccountRegistrationType154Beneficiary 403(b)(7)Beneficiary 403(b)(7)AcctAccount12/10/2015
RegTypeAccountRegistrationType155Beneficiary Roth 403(b)(7)Beneficiary Roth 403(b)(7)AcctAccount12/10/2015
RegTypeAccountRegistrationType156Beneficiary Texas ORPBeneficiary Texas ORPAcctAccount12/10/2015
RegTypeAccountRegistrationType157Beneficiary 457Beneficiary 457AcctAccount12/10/2015
RegTypeAccountRegistrationType158Beneficiary Roth 457Beneficiary Roth 457AcctAccount12/10/2015
RegTypeAccountRegistrationType159Texas ORPTexas ORPAcctAccount12/10/2015
RegTypeAccountRegistrationType16Transfer On Death - Joint UsufructTransfer On Death - Joint UsufructAcctAccount6/9/2005
RegTypeAccountRegistrationType160Supplemental Pre-Tax for Texas ORPSupplemental Pre-Tax for Texas ORPAcctAccount12/10/2015
RegTypeAccountRegistrationType161Investor SOLUTIONSInvestor SOLUTIONSAcctAccount12/10/2015
RegTypeAccountRegistrationType162Education IRAEducation IRAAcctAccount5/23/2016
RegTypeAccountRegistrationType163Inherited Profit SharingInherited Profit SharingAcctAccount5/23/2016
RegTypeAccountRegistrationType164NQ Deferred CompNon-Qualified Deferred Compenation PlanAcctAccount5/23/2016
RegTypeAccountRegistrationType165Prototype SEPPrototype SEPAcctAccount5/23/2016
RegTypeAccountRegistrationType166Qual Deferred CompQualified Deferred Compensation PlanAcctAccount5/23/2016
RegTypeAccountRegistrationType167Beneficiary 403(b)Beneficiary 403(b)AcctAccount5/23/2016
RegTypeAccountRegistrationType168Roth GuardianRoth GuardianAcctAccount5/23/2016
RegTypeAccountRegistrationType169Roth SpousalRoth SpousalAcctAccount5/23/2016
RegTypeAccountRegistrationType17CorporationCorporationAcctAccount6/9/2005
RegTypeAccountRegistrationType170Simple 401(k)Simple 401(k)AcctAccount5/23/2016
RegTypeAccountRegistrationType171Target BenefitTarget Benefit PlanAcctAccount5/23/2016
RegTypeAccountRegistrationType172Trust Tenants in CommonTrust Tenants in CommonAcctAccount5/23/2016
RegTypeAccountRegistrationType173OmnibusOmnibusAcctAccount6/15/2016
RegTypeAccountRegistrationType174401(a) Match Individual401(a) Match IndividualAcctAccount8/17/2016
RegTypeAccountRegistrationType175401(a) Match Institutional401(a) Match InstitutionalAcctAccount8/17/2016
RegTypeAccountRegistrationType176Multi-Part. 401(l)/Roth 401(k)Multi-Part. 401(l)/Roth 401(k)AcctAccount8/17/2016
RegTypeAccountRegistrationType177Multi-Part. Money PurchaseMulti-Part. Money PurchaseAcctAccount8/17/2016
RegTypeAccountRegistrationType178Multi-Part. Money Purchase IndividualMulti-Part. Money Purchase IndividualAcctAccount8/17/2016
RegTypeAccountRegistrationType179Multi-Part. Money Purchase InstitutionalMulti-Part. Money Purchase InstitutionalAcctAccount8/17/2016
RegTypeAccountRegistrationType18Limited Liability CorporationLimited Liability CorporationAcctAccount6/9/2005
RegTypeAccountRegistrationType180Multi-Part. Profit SharingMulti-Part. Profit SharingAcctAccount8/17/2016
RegTypeAccountRegistrationType181Multi-Part. Profit Sharing IndividualMulti-Part. Profit Sharing IndividualAcctAccount8/17/2016
RegTypeAccountRegistrationType182Multi-Part. Profit Sharing InstitutionalMulti-Part. Profit Sharing InstitutionalAcctAccount8/17/2016
RegTypeAccountRegistrationType183Non-Exempt Individual AccountNon-Exempt Individual AccountAcctAccount8/17/2016
RegTypeAccountRegistrationType184Non-Exempt Institutional AccountNon-Exempt Institutional AccountAcctAccount8/17/2016
RegTypeAccountRegistrationType185Non-Exempt OtherNon-Exempt OtherAcctAccount8/17/2016
RegTypeAccountRegistrationType186Non-ExemptNon-ExemptAcctAccount8/17/2016
RegTypeAccountRegistrationType187Non-Fiduciary Non ReportableNon-Fiduciary Non ReportableAcctAccount8/17/2016
RegTypeAccountRegistrationType188Institutional AccountInstitutional AccountAcctAccount8/17/2016
RegTypeAccountRegistrationType189Scholarship ProviderScholarship ProviderAcctAccount11/2/2016
RegTypeAccountRegistrationType19Noncorporate (Unincorporated) AssociationNoncorporate (Unincorporated) AssociationAcctAccount6/9/2005
RegTypeAccountRegistrationType190529 ESA Transfer529 ESA TransferAcctAccount8/17/2016
RegTypeAccountRegistrationType191529 Irrevocable Trust (Entity-Owned 529 Plans)529 Irrevocable Trust (Entity-Owned 529 Plans)AcctAccount8/17/2016
RegTypeAccountRegistrationType192529 Irrevocable Trust (Individual 529 Plans)529 Irrevocable Trust (Individual 529 Plans)AcctAccount8/17/2016
RegTypeAccountRegistrationType193529 Revocable Trust (Entity-Owned 529 Plans)529 Revocable Trust (Entity-Owned 529 Plans)AcctAccount8/17/2016
RegTypeAccountRegistrationType194529 Revocable Trust (Individual 529 Plans)529 Revocable Trust (Individual 529 Plans)AcctAccount8/17/2016
RegTypeAccountRegistrationType195529 Scholarship Provider529 Scholarship ProviderAcctAccount8/17/2016
RegTypeAccountRegistrationType196CompanyIndividual-owned company doing business as (DBA)AcctAccount8/17/2016
RegTypeAccountRegistrationType197Company (DBA)Coogan blocked trust accountAcctAccount8/17/2016
RegTypeAccountRegistrationType198CooganFor profit organization that isn't a corporationAcctAccount8/17/2016
RegTypeAccountRegistrationType199For Profit OrganizationFor Profit OrganizationAcctAccount8/17/2016
RegTypeAccountRegistrationType2JointJointAcctAccount6/9/2005
RegTypeAccountRegistrationType20Non-PrototypeNon-PrototypeAcctAccount6/9/2005
RegTypeAccountRegistrationType200Governmental 457 PlanGovernmental 457 PlanAcctAccount8/17/2016
RegTypeAccountRegistrationType201LTDLimited CompanyAcctAccount8/17/2016
RegTypeAccountRegistrationType202Minor-Owned Roth IRAMinor-Owned Roth IRAAcctAccount8/17/2016
RegTypeAccountRegistrationType203Minor-Owned SEPMinor-Owned SEPAcctAccount8/17/2016
RegTypeAccountRegistrationType204Minor-Owned Simple IRAMinor-Owned Simple IRAAcctAccount8/17/2016
RegTypeAccountRegistrationType205Minor-Owner IRAMinor-Owner IRAAcctAccount8/17/2016
RegTypeAccountRegistrationType206Non-ERISA BeneficiaryNon-ERISA BeneficiaryAcctAccount8/17/2016
RegTypeAccountRegistrationType207Other Custodial Retirement PlanOther Custodial Retirement PlanAcctAccount8/17/2016
RegTypeAccountRegistrationType208Religious & Educationals InstitutionsReligious & Educationals InstitutionsAcctAccount8/17/2016
RegTypeAccountRegistrationType209529 Individual Testamentary/Under the Will529 Individual Testamentary/Under the WillAcctAccount8/17/2016
RegTypeAccountRegistrationType21Financial OrganizationFinancial OrganizationAcctAccount6/9/2005
RegTypeAccountRegistrationType210529 Entity Testamentary/Under the Will529 Entity Testamentary/Under the WillAcctAccount8/17/2016
RegTypeAccountRegistrationType211UnionsUnionsAcctAccount8/17/2016
RegTypeAccountRegistrationType212Final Pay PlanFinal Pay PlanAcctAccount8/17/2016
RegTypeAccountRegistrationType213Owner-Only Profit SharingOwner-Only Profit SharingAcctAccount8/22/2016
RegTypeAccountRegistrationType214Owner-Only Money PurchaseOwner-Only Money PurchaseAcctAccount8/22/2016
RegTypeAccountRegistrationType215ERISA Plan BeneficiaryERISA Plan BeneficiaryAcctAccount8/22/2016
RegTypeAccountRegistrationType216Profit Sharing IndividualProfit Sharing IndividualAcctAccount8/22/2016
RegTypeAccountRegistrationType217Profit Sharing InstitutionalProfit Sharing InstitutionalAcctAccount8/22/2016
RegTypeAccountRegistrationType218Money Purchase IndividualMoney Purchase IndividualAcctAccount8/22/2016
RegTypeAccountRegistrationType219Money Purchase InstitutionalMoney Purchase InstitutionalAcctAccount8/22/2016
RegTypeAccountRegistrationType22Nonprofit (Exempt or Charitable) OrganizationNonprofit (Exempt or Charitable) OrganizationAcctAccount6/9/2005
RegTypeAccountRegistrationType220Large 401(k)Large 401(k) with 100 or more employeesAcctAccount8/22/2016
RegTypeAccountRegistrationType221Large 457 PlanLarge 457 Plan with 100 or more employeesAcctAccount8/22/2016
RegTypeAccountRegistrationType222Large Non-Gov't 457 PlanLarge Non-Government 457 Plan with 100 or more employeesAcctAccount8/22/2016
RegTypeAccountRegistrationType223NQ Deferred Comp IndividualNon-Qualified Deferred Comp IndividualAcctAccount8/22/2016
RegTypeAccountRegistrationType224NQ Deferred Comp InstitutionalNon-Qualified Deferred Comp InstitutionalAcctAccount8/22/2016
RegTypeAccountRegistrationType225403(b) Custodial Account403(b) Custodial AccountAcctAccount8/22/2016
RegTypeAccountRegistrationType226403(b) Optional Retirement Plan (ORP)403(b) Optional Retirement Plan (ORP)AcctAccount8/22/2016
RegTypeAccountRegistrationType227Inherited GuardianInherited GuardianAcctAccount11/2/2016
RegTypeAccountRegistrationType228403(b)(7) Non ERISA403(b)(7) Non ERISAAcctAccount11/22/2016
RegTypeAccountRegistrationType229Roth 403(b)(7) Non ERISARoth 403(b)(7) Non ERISAAcctAccount11/22/2016
RegTypeAccountRegistrationType23Sole ProprietorshipSole ProprietorshipAcctAccount6/9/2005
RegTypeAccountRegistrationType230403(b)(7) ERISA403(b)(7) ERISAAcctAccount11/22/2016
RegTypeAccountRegistrationType231Roth 403(b)(7) ERISARoth 403(b)(7) ERISAAcctAccount11/22/2016
RegTypeAccountRegistrationType232Cash BalanceCash Balance defined benefit or pension planAcctAccount3/2/2017
RegTypeAccountRegistrationType233Statutory TrustStatutory TrustAcctAccount9/18/2018
RegTypeAccountRegistrationType234Roth IRA RolloverRoth IRA RolloverAcctAccount8/15/2019
RegTypeAccountRegistrationType235Business TrustBusiness Trust - Individual owns at least 10%AcctAccount8/15/2019
RegTypeAccountRegistrationType236Irrevocable Trust - GRATIrrevocable Trust - GRAT - Grantor Retained Annuity TrustAcctAccount8/15/2019
RegTypeAccountRegistrationType237Irrevocable Trust - CRUTIrrevocable Trust - CRUT - Charitable Remainder TrustAcctAccount8/15/2019
RegTypeAccountRegistrationType238Irrevocable Trust - CRATIrrevocable Trust - CRAT - Charitable Remainder Annuity TrustAcctAccount8/15/2019
RegTypeAccountRegistrationType239LLC ExemptLimited Liability Company ExemptAcctAccount10/9/2019
RegTypeAccountRegistrationType24PartnershipPartnershipAcctAccount6/9/2005
RegTypeAccountRegistrationType240LLC Sole ProprietorshipLimited Liability Company Sole ProprietorshipAcctAccount10/9/2019
RegTypeAccountRegistrationType241Foreign CorpForeign CorpAcctAccount3/18/2020
RegTypeAccountRegistrationType242CommitteeCommitteeAcctAccount7/22/2020
RegTypeAccountRegistrationType243IRA Roth Conversion (Qualified Plans)IRA Roth Conversion (Qualified Plans)AcctAccount8/14/2023
RegTypeAccountRegistrationType25TrustTrustAcctAccount6/9/2005
RegTypeAccountRegistrationType26Trust under AgreementTrust under AgreementAcctAccount6/9/2005
RegTypeAccountRegistrationType27Trust under WillTrust under WillAcctAccount6/9/2005
RegTypeAccountRegistrationType28Trust - FamilyTrust - FamilyAcctAccount6/9/2005
RegTypeAccountRegistrationType29Trust - IrrevocableTrust - IrrevocableAcctAccount6/9/2005
RegTypeAccountRegistrationType3Joint Tenants with Rights of SurvivorshipJoint Tenants with Rights of Survivorship (JTWROS)AcctAccount6/9/2005
RegTypeAccountRegistrationType30Trust - RevocableTrust - RevocableAcctAccount6/9/2005
RegTypeAccountRegistrationType31Trust - LivingTrust - LivingAcctAccount6/9/2005
RegTypeAccountRegistrationType32Trust - TestamentaryTrust - TestamentaryAcctAccount6/9/2005
RegTypeAccountRegistrationType33EstateEstateAcctAccount6/9/2005
RegTypeAccountRegistrationType34Estate ExecutorEstate ExecutorAcctAccount6/9/2005
RegTypeAccountRegistrationType35Estate AdministratorEstate AdministratorAcctAccount6/9/2005
RegTypeAccountRegistrationType36Estate Personal RepresentativeEstate Personal RepresentativeAcctAccount6/9/2005
RegTypeAccountRegistrationType37Government EntityGovernment EntityAcctAccount6/9/2005
RegTypeAccountRegistrationType38Power of AttorneyPower of AttorneyAcctAccount6/9/2005
RegTypeAccountRegistrationType39Investment ClubInvestment ClubAcctAccount6/9/2005
RegTypeAccountRegistrationType4Joint Tenants in CommonJoint Tenants in CommonAcctAccount6/9/2005
RegTypeAccountRegistrationType40ConservatorshipConservatorshipAcctAccount6/9/2005
RegTypeAccountRegistrationType41Bank CollateralBank CollateralAcctAccount6/9/2005
RegTypeAccountRegistrationType42Cash on DeliveryCash on DeliveryAcctAccount6/9/2005
RegTypeAccountRegistrationType43Custodian for a MinorCustodian for a MinorAcctAccount6/9/2005
RegTypeAccountRegistrationType44Custodial UGMA (Uniform Gift to Minors Act)Custodial UGMA (Uniform Gift to Minors Act)AcctAccount6/9/2005
RegTypeAccountRegistrationType45Custodial UTMA (Uniform Transfer to Minors Act)Custodial UTMA (Uniform Transfer to Minors Act)AcctAccount6/9/2005
RegTypeAccountRegistrationType46GuardianshipGuardianshipAcctAccount6/9/2005
RegTypeAccountRegistrationType47529 Plan529 PlanAcctAccount6/9/2005
RegTypeAccountRegistrationType48College Savings / Coverdell / EducationCollege Savings (Coverdell ESA) Education IRAAcctAccount4/6/2006
RegTypeAccountRegistrationType49IRAIRA (Traditional)AcctAccount6/9/2005
RegTypeAccountRegistrationType5Joint Tenants in EntiretyJoint Tenants in EntiretyAcctAccount6/9/2005
RegTypeAccountRegistrationType50IRA - Third PartyIRA - Third PartyAcctAccount6/9/2005
RegTypeAccountRegistrationType51IRA RolloverIRA RolloverAcctAccount6/9/2005
RegTypeAccountRegistrationType52IRA RothIRA Roth (Contribution)AcctAccount6/9/2005
RegTypeAccountRegistrationType53SEPSEP IRAAcctAccount6/9/2005
RegTypeAccountRegistrationType54Simple IRASimple IRA (Employee)AcctAccount6/9/2005
RegTypeAccountRegistrationType55Profit SharingProfit Sharing (PSP)AcctAccount6/9/2005
RegTypeAccountRegistrationType56Pension PlanPension PlanAcctAccount6/9/2005
RegTypeAccountRegistrationType57401kGroup 401(k)AcctAccount6/9/2005
RegTypeAccountRegistrationType58403b403(b) / TSA / Tax-Sheltered AnnuityAcctAccount6/9/2005
RegTypeAccountRegistrationType59Defined Benefit PlanDefined Benefit PlanAcctAccount8/12/2005
RegTypeAccountRegistrationType6Joint Community PropertyJoint Community PropertyAcctAccount6/9/2005
RegTypeAccountRegistrationType60KeoghKeogh / HR10AcctAccount8/12/2005
RegTypeAccountRegistrationType61Money Purchase Plan (MPP)Money Purchase Plan (MPP)AcctAccount8/12/2005
RegTypeAccountRegistrationType62Advisory / Wrap / Managed AccountAdvisory / Wrap / Managed AccountAcctAccount8/12/2005
RegTypeAccountRegistrationType63Thrift Savings PlanThrift Savings Plan (TSP)AcctAccount10/8/2005
RegTypeAccountRegistrationType64Limited Liability PartnershipLimited Liability Partnership (LLP)AcctAccount4/6/2006
RegTypeAccountRegistrationType65Beneficiary / InheritedBeneficiary / InheritedAcctAccount4/6/2006
RegTypeAccountRegistrationType66IRA Roth ConversionIRA Roth ConversionAcctAccount4/6/2006
RegTypeAccountRegistrationType67SARSEPSARSEP IRAAcctAccount4/6/2006
RegTypeAccountRegistrationType68SIMPLE IRA EmployerSIMPLE IRA EmployerAcctAccount4/6/2006
RegTypeAccountRegistrationType69IRA Custodial RothCustodial Roth IRAAcctAccount4/6/2006
RegTypeAccountRegistrationType7Joint Community Property with Rights of SurvivorshipJoint Community Property with Rights of SurvivorshipAcctAccount6/9/2005
RegTypeAccountRegistrationType70Individual 401kIndividual 401k / Single KAcctAccount4/6/2006
RegTypeAccountRegistrationType71Defined ContributionDefined ContributionAcctAccount6/16/2006
RegTypeAccountRegistrationType72Beneficiary IRA (BDA)IRA Beneficiary Distribution AccountAcctAccount7/28/2006
RegTypeAccountRegistrationType73Beneficiary Roth IRA (BDA)Roth IRA Beneficiary Distribution AccountAcctAccount7/28/2006
RegTypeAccountRegistrationType74Non-Prototype IRANon-Prototype IRAAcctAccount8/2/2006
RegTypeAccountRegistrationType75Non-Prototype PlanNon-Prototype PlanAcctAccount8/2/2006
RegTypeAccountRegistrationType76Non-Prototype TrustNon-Prototype TrustAcctAccount8/2/2006
RegTypeAccountRegistrationType77ERISA / T1ERISA / T1AcctAccount8/25/2006
RegTypeAccountRegistrationType78457 Deferred Comp457 Deferred CompensationAcctAccount8/25/2006
RegTypeAccountRegistrationType79Roth 401(k)Roth Individual 401(k)AcctAccount8/25/2006
RegTypeAccountRegistrationType8Joint UsufructJoint UsufructAcctAccount6/9/2005
RegTypeAccountRegistrationType80Estate Special AdministratorEstate Special AdministratorAcctAccount10/11/2006
RegTypeAccountRegistrationType81Estate Temporary AdministratorEstate Temporary AdministratorAcctAccount10/11/2006
RegTypeAccountRegistrationType82Estate ExecutrixEstate ExecutrixAcctAccount10/11/2006
RegTypeAccountRegistrationType83Trust - Irrevocable LivingTrust - Irrevocable LivingAcctAccount10/11/2006
RegTypeAccountRegistrationType84Trust - CharitableTrust - CharitableAcctAccount10/11/2006
RegTypeAccountRegistrationType85Exempt OrganizationExempt OrganizationAcctAccount10/11/2006
RegTypeAccountRegistrationType86Nonpurpose LoanNonpurpose LoanAcctAccount10/11/2006
RegTypeAccountRegistrationType87Group 529 PlanGroup 529 PlanAcctAccount6/9/2005
RegTypeAccountRegistrationType88Nonprofit CorporationNonprofit CorporationAcctAccount6/9/2005
RegTypeAccountRegistrationType89Charitable DonationCharitable DonationAcctAccount6/9/2005
RegTypeAccountRegistrationType9Transfer On Death - IndividualTransfer On Death - IndividualAcctAccount6/9/2005
RegTypeAccountRegistrationType90403b7403(b)(7)AcctAccount7/20/2007
RegTypeAccountRegistrationType91403b9403(b)(9)AcctAccount7/20/2007
RegTypeAccountRegistrationType92Roth Individual 401(k) ConversionRoth Individual 401(k) ConversionAcctAccount7/20/2007
RegTypeAccountRegistrationType93Roth Group 401(k) ConversionRoth Group 401(k) ConversionAcctAccount7/20/2007
RegTypeAccountRegistrationType94Beneficiary QRPBeneficiary QRPAcctAccount7/20/2007
RegTypeAccountRegistrationType95Roth Group 401(k)Roth Group 401(k)AcctAccount11/23/2007
RegTypeAccountRegistrationType96Revocable Living TrustRevocable Living Trust, Other Trust, Marital TrustAcctAccount12/18/2009
RegTypeAccountRegistrationType97Other Revocable TrustOther Revocable Trust, CRUTAcctAccount12/18/2009
RegTypeAccountRegistrationType98Business TrustBusiness TrustAcctAccount12/18/2009
RegTypeAccountRegistrationType99Foreign TrustForeign TrustAcctAccount12/18/2009
AcctSrcOfFundsAccountSourceOfFunds0OtherOtherAcctAccount6/9/2005
AcctSrcOfFundsAccountSourceOfFunds1Income from EarningsIncome from Earnings / Business RevenueAcctAccount6/9/2005
AcctSrcOfFundsAccountSourceOfFunds10Insurance ProceedsInsurance ProceedsAcctAccount6/9/2005
AcctSrcOfFundsAccountSourceOfFunds11Asset AppreciationAsset AppreciationAcctAccount8/2/2006
AcctSrcOfFundsAccountSourceOfFunds12Sale of AssetsSale of AssetsAcctAccount8/2/2006
AcctSrcOfFundsAccountSourceOfFunds13Savings from EarningsSavings from EarningsAcctAccount8/2/2006
AcctSrcOfFundsAccountSourceOfFunds141035 Exchange1035 ExchangeAcctAccount11/13/2006
AcctSrcOfFundsAccountSourceOfFunds15Change of Broker/DealerChange of Broker/DealerAcctAccount7/20/2007
AcctSrcOfFundsAccountSourceOfFunds16Mutual FundsMutual FundsAcctAccount7/20/2007
AcctSrcOfFundsAccountSourceOfFunds17Variable AnnuityVariable AnnuityAcctAccount7/20/2007
AcctSrcOfFundsAccountSourceOfFunds18CD or Money MarketCD or Money MarketAcctAccount7/20/2007
AcctSrcOfFundsAccountSourceOfFunds19Stocks/BondsStocks/BondsAcctAccount7/20/2007
AcctSrcOfFundsAccountSourceOfFunds2Investment ProceedsInvestment ProceedsAcctAccount6/9/2005
AcctSrcOfFundsAccountSourceOfFunds20Sale of ResidenceSale of ResidenceAcctAccount7/20/2007
AcctSrcOfFundsAccountSourceOfFunds21Sale of Real EstateSale of Real EstateAcctAccount7/20/2007
AcctSrcOfFundsAccountSourceOfFunds22Social SecuritySocial Security incomeAcctAccount8/15/2019
AcctSrcOfFundsAccountSourceOfFunds23Accounts ReceivableAccounts ReceivableAcctAccount3/18/2020
AcctSrcOfFundsAccountSourceOfFunds24AlimonyAlimonyAcctAccount3/18/2020
AcctSrcOfFundsAccountSourceOfFunds25RolloverRolloverAcctAccount3/18/2020
AcctSrcOfFundsAccountSourceOfFunds26Rental IncomeRental IncomeAcctAccount3/18/2020
AcctSrcOfFundsAccountSourceOfFunds27Business RevenueBusiness RevenueAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds28QRP RolloverQRP RolloverAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds29Tax RefundTax RefundAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds3GiftGiftAcctAccount6/9/2005
AcctSrcOfFundsAccountSourceOfFunds30Sale of Assets: Alternative InvestmentSale of Assets: Alternative InvestmentAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds31DonationsDonationsAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds32Loan ProceedsLoan ProceedsAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds33Transfer in Kind/JournalTransfer in Kind/JournalAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds34Credit/MarginCredit/MarginAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds35Sale of Assets: UITSale of Assets: UITAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds36Sale of Assets: AnnuitySale of Assets: AnnuityAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds37Sale of Assets: Mutual Fund/529Sale of Assets: Mutual Fund/529AcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds38Sale of Assets: OtherSale of Assets: OtherAcctAccount6/30/2021
AcctSrcOfFundsAccountSourceOfFunds4Sale of BusinessSale of BusinessAcctAccount6/9/2005
AcctSrcOfFundsAccountSourceOfFunds5InheritanceInheritanceAcctAccount6/9/2005
AcctSrcOfFundsAccountSourceOfFunds6Legal SettlementLegal SettlementAcctAccount6/9/2005
AcctSrcOfFundsAccountSourceOfFunds7Pension / IRA / Retirment SavingsPension / IRA / Retirment SavingsAcctAccount6/9/2005
AcctSrcOfFundsAccountSourceOfFunds8Spouse / ParentSpouse / ParentAcctAccount6/9/2005
AcctSrcOfFundsAccountSourceOfFunds9Lottery / GamingLottery / GamingAcctAccount6/9/2005
AcctTypeAccountType0OtherOtherAcctAccount6/9/2005
AcctTypeAccountType1CashCashAcctAccount6/9/2005
AcctTypeAccountType2MarginMarginAcctAccount6/9/2005
AcctTypeAccountType3OptionOptionAcctAccount6/9/2005
AcctTypeAccountType4Asset ManagementAsset ManagementAcctAccount6/9/2005
AcctTypeAccountType5RetirementRetirementAcctAccount6/9/2005
AcctTypeAccountType6InstitutionalInstitutionalAcctAccount6/9/2005
AcctTypeAccountType7OmnibusOmnibusAcctAccount4/6/2006
AcctTypeAccountType8RetailRetailAcctAccount10/11/2006
AcctTypeAccountType9Fee-BasedFee-based account managementAcctAccount10/11/2006
AcctInstructionsAcctInstructions1Transfer the IRA funds to a Schwab Inherited IRATransfer the IRA funds to a Schwab Inherited IRAAcctAccount9/7/2023
AcctInstructionsAcctInstructions2Transfer the assets from an existing Inherited IRA at another financial institutionTransfer the assets from an existing Inherited IRA at another financial institutionAcctAccount9/7/2023
AcctPurposeBusCashAcctPurposeBusCash1YesYesAcctAccount12/13/2022
AcctPurposeBusCashAcctPurposeBusCashNoNoNoAcctAccount12/13/2022
AcctPurposeBusCashAcctPurposeBusCashYesYesYesAcctAccount12/13/2022
AcctPurposeBusOperationAcctPurposeBusOperation1YesYesAcctAccount12/13/2022
AcctPurposeBusOperationAcctPurposeBusOperationNoNoNoAcctAccount12/13/2022
AcctPurposeBusOperationAcctPurposeBusOperationYesYesYesAcctAccount12/13/2022
AcctPurposeBusPayrollAcctPurposeBusPayroll1YesYesAcctAccount12/13/2022
AcctPurposeBusPayrollAcctPurposeBusPayrollNoNoNoAcctAccount12/13/2022
AcctPurposeBusPayrollAcctPurposeBusPayrollYesYesYesAcctAccount12/13/2022
AcctPurposeDistTrustAssetsAcctPurposeDistTrustAssets1YesYesAcctAccount12/13/2022
AcctPurposeDistTrustAssetsAcctPurposeDistTrustAssetsNoNoNoAcctAccount12/13/2022
AcctPurposeDistTrustAssetsAcctPurposeDistTrustAssetsYesYesYesAcctAccount12/13/2022
AcctPurposeGeneralInvAcctPurposeGeneralInv1YesYesAcctAccount12/13/2022
AcctPurposeGeneralInvAcctPurposeGeneralInvNoNoNoAcctAccount12/13/2022
AcctPurposeGeneralInvAcctPurposeGeneralInvYesYesYesAcctAccount12/13/2022
AcctPurposeInvBusRevenueAcctPurposeInvBusRevenue1YesYesAcctAccount12/13/2022
AcctPurposeInvBusRevenueAcctPurposeInvBusRevenueNoNoNoAcctAccount12/13/2022
AcctPurposeInvBusRevenueAcctPurposeInvBusRevenueYesYesYesAcctAccount12/13/2022
AcctPurposeInvCollegeAcctPurposeInvCollege1YesYesAcctAccount12/13/2022
AcctPurposeInvCollegeAcctPurposeInvCollegeNoNoNoAcctAccount12/13/2022
AcctPurposeInvCollegeAcctPurposeInvCollegeYesYesYesAcctAccount12/13/2022
AcctPurposeInvEstatePlanningAcctPurposeInvEstatePlanning1YesYesAcctAccount12/13/2022
AcctPurposeInvEstatePlanningAcctPurposeInvEstatePlanningNoNoNoAcctAccount12/13/2022
AcctPurposeInvEstatePlanningAcctPurposeInvEstatePlanningYesYesYesAcctAccount12/13/2022
AcctPurposeInvPooledAssetsAcctPurposeInvPooledAssets1YesYesAcctAccount12/13/2022
AcctPurposeInvPooledAssetsAcctPurposeInvPooledAssetsNoNoNoAcctAccount12/13/2022
AcctPurposeInvPooledAssetsAcctPurposeInvPooledAssetsYesYesYesAcctAccount12/13/2022
AcctPurposeInvRetirementAcctPurposeInvRetirement1YesYesAcctAccount12/13/2022
AcctPurposeInvRetirementAcctPurposeInvRetirementNoNoNoAcctAccount12/13/2022
AcctPurposeInvRetirementAcctPurposeInvRetirementYesYesYesAcctAccount12/13/2022
AcctPurposeInvTaxBenefitsAcctPurposeInvTaxBenefits1YesYesAcctAccount12/13/2022
AcctPurposeInvTaxBenefitsAcctPurposeInvTaxBenefitsNoNoNoAcctAccount12/13/2022
AcctPurposeInvTaxBenefitsAcctPurposeInvTaxBenefitsYesYesYesAcctAccount12/13/2022
AcctPurposeInvTaxPlanningAcctPurposeInvTaxPlanning1YesYesAcctAccount12/13/2022
AcctPurposeInvTaxPlanningAcctPurposeInvTaxPlanningNoNoNoAcctAccount12/13/2022
AcctPurposeInvTaxPlanningAcctPurposeInvTaxPlanningYesYesYesAcctAccount12/13/2022
AcctPurposeInvTrustAssetsAcctPurposeInvTrustAssets1YesYesAcctAccount12/13/2022
AcctPurposeInvTrustAssetsAcctPurposeInvTrustAssetsNoNoNoAcctAccount12/13/2022
AcctPurposeInvTrustAssetsAcctPurposeInvTrustAssetsYesYesYesAcctAccount12/13/2022
AcctPurposePaymentTrustExpensesAcctPurposePaymentTrustExpenses1YesYesAcctAccount12/13/2022
AcctPurposePaymentTrustExpensesAcctPurposePaymentTrustExpensesNoNoNoAcctAccount12/13/2022
AcctPurposePaymentTrustExpensesAcctPurposePaymentTrustExpensesYesYesYesAcctAccount12/13/2022
AcctPurposePaymentTteCompAcctPurposePaymentTteComp1YesYesAcctAccount12/13/2022
AcctPurposePaymentTteCompAcctPurposePaymentTteCompNoNoNoAcctAccount12/13/2022
AcctPurposePaymentTteCompAcctPurposePaymentTteCompYesYesYesAcctAccount12/13/2022
AcctStatementsAcctStatements0OtherOtherAcctAccount8/3/2016
AcctStatementsAcctStatements1ElectronicMonthly Electronic StatementsAcctAccount8/3/2016
AcctStatementsAcctStatements2PaperMonthly Paper StatementsAcctAccount8/3/2016
AcctTransferTypeAcctTransferType1Direct Mutual FundDirect Mutual FundAcctAccount5/12/2023
AcctTransferTypeAcctTransferType2FullFullAcctAccount5/12/2023
AcctTransferTypeAcctTransferType3PartialPartialAcctAccount5/12/2023
AcctTransferTypeAcctTransferType4Full DRS/DRIPFull DRS/DRIPAcctAccount5/12/2023
AcctTransferTypeAcctTransferType5Partial DRS/DRIPPartial DRS/DRIPAcctAccount5/12/2023
ACHTransTypeACHTransType1Electronic Fund Transfer (EFT)Electronic Fund Transfer (EFT)AcctAccount9/7/2023
ACHTransTypeACHTransType2Recurring ContributionsRecurring ContributionsAcctAccount9/7/2023
AddAdditionalAcctReportAddAdditionalAcctReport1Please add my Additional Account to the ReportPlease add my Additional Account to the ReportAcctAccount8/9/2023
AdditionalAcctTypeAdditionalAcctType1Open a new account as my Additional AccountOpen a new account as my Additional AccountAcctAccount8/9/2023
AdditionalAcctTypeAdditionalAcctType2Designate the following Schwab account as my Additional AccountDesignate the following Schwab account as my Additional AccountAcctAccount8/9/2023
AdditionalAcctTypeAdditionalAcctType3Do not open an Additional Accout for me at this timeDo not open an Additional Accout for me at this time.AcctAccount8/9/2023
AdditionalAcctTypeAdditionalAcctType4Open a new account with margin features as my Additional AccountOpen a new account with margin features as my Additional AccountAcctAccount8/9/2023
AdditionalParticipantTypeAdditionalParticipantType1Owner (or partner)Owner (or partner)AcctAccount9/7/2023
AdditionalParticipantTypeAdditionalParticipantType2Spouse (of owner of partner)Spouse (of owner of partner)AcctAccount9/7/2023
AddMarginAddMargin1Add MarginAdd MarginAcctAccount8/14/2023
AddtlPrivilegesAddtlPrivileges1Investment Advisor AgentInvestment Advisor AgentAcctAccount8/14/2023
AddtlPrivilegesAddtlPrivileges2Professional Account ManagerProfessional Account ManagerAcctAccount8/14/2023
AddtlPrivilegesAddtlPrivileges3Dual Professional Account Manager and AgentDual Professional Account Manager and AgentAcctAccount8/14/2023
AllocationFormulaAllocationFormula1Pro Rata FormulaPro Rata FormulaAcctAccount8/14/2023
AllocationFormulaAllocationFormula2Flat Follar FormulaFlat Follar FormulaAcctAccount8/14/2023
AllocationFormulaAllocationFormula3Integrated FormulaIntegrated FormulaAcctAccount8/14/2023
AnnualIncreaseAnnualIncrease1Annual IncreaseAnnual IncreaseAcctAccount9/7/2023
AppointInvAdvAppointInvAdv1YesYesAcctAccount12/5/2022
AppointInvAdvAppointInvAdvNoNoNoAcctAccount12/5/2022
AppointInvAdvAppointInvAdvYesYesYesAcctAccount12/5/2022
AppointInvAdvInfoAppointInvAdvInfo1ShouldShouldAcctAccount12/5/2022
AppointInvAdvInfoAppointInvAdvInfo2Should NotShould NotAcctAccount12/5/2022
AuthElectiveDeferralsAuthElectiveDeferralsNoNoNoAcctAccount9/7/2023
AuthElectiveDeferralsAuthElectiveDeferralsYesYesYesAcctAccount9/7/2023
AuthorizationLevelAuthorizationLevel1Level 1 – Account Inquiry AccessLevel 1 – Account Inquiry AccessAcctAccount9/7/2023
AuthorizationLevelAuthorizationLevel2Level 2 – Account Inquiry Access, Contributions, and ExchangesLevel 2 – Account Inquiry Access, Contributions, and ExchangesAcctAccount9/7/2023
AuthorizationLevelAuthorizationLevel3Level 3 – Account Inquiry Access, Contributions, Exchanges, and WithdrawalsLevel 3 – Account Inquiry Access, Contributions, Exchanges, and WithdrawalsAcctAccount9/7/2023
AuthSignOnBehalfAuthorizedSignOnBehalf1YesYesClientAccount12/13/2022
AuthSignOnBehalfAuthorizedSignOnBehalfNoNoNoClientAccount12/13/2022
AuthSignOnBehalfAuthorizedSignOnBehalfYesYesYesClientAccount12/13/2022
BeneDesigTypeBeneDesigType0OtherOtherAcctAccount3/18/2020
BeneDesigTypeBeneDesigType1Designation of BeneficiaryDesignation of BeneficiaryAcctAccount3/18/2020
BeneDesigTypeBeneDesigType2Change of BeneficiaryChange of BeneficiaryAcctAccount3/18/2020
CashFeaturesProgramCashFeaturesProgram1Schwab U.S. Dollar Liquid Assets FundSchwab U.S. Dollar Liquid Assets FundAcctAccount8/14/2023
CashFeaturesProgramCashFeaturesProgram2Schwab One Interest featureSchwab One Interest featureAcctAccount8/14/2023
CheckingActivityCheckingActivity1Less than 5 times per monthLess than 5 times per monthAcctAccount8/9/2023
CheckingActivityCheckingActivity25 to 10 times per month5 to 10 times per monthAcctAccount8/9/2023
CheckingActivityCheckingActivity311 to 20 times per month11 to 20 times per monthAcctAccount8/9/2023
CheckingActivityCheckingActivity4More than 20 times per monthMore than 20 times per monthAcctAccount8/9/2023
CheckingOrderCheckingOrder0OtherOtherAcctAccount5/25/2022
CheckingOrderCheckingOrder1ChecksChecksAcctAccount5/25/2022
CheckingOrderCheckingOrder2Checks with one VisaChecks with one VisaAcctAccount5/25/2022
CheckingOrderCheckingOrder3Checks with two VisasChecks with two VisasAcctAccount5/25/2022
CheckingOrderCheckingOrder4Checks with one MastercardChecks with one MastercardAcctAccount5/25/2022
CheckingOrderCheckingOrder5Checks with two MastercardsChecks with two MastercardsAcctAccount5/25/2022
CheckingPreferencesCheckingPreferences1Schwab One Checks for OrganizationsSchwab One Checks for OrganizationsAcctAccount8/9/2023
CheckingPreferencesCheckingPreferences2Schwab One Checks for Sole ProprietorshipsSchwab One Checks for Sole ProprietorshipsAcctAccount8/9/2023
CheckingPreferencesCheckingPreferences3Schwab One Checks and a Visa debit card for Sole ProprietorshipsSchwab One Checks and a Visa debit card for Sole ProprietorshipsAcctAccount8/9/2023
CheckingPreferencesCheckingPreferences4Schwab One brokerage checks and Visa Platinum debit cardsSchwab One brokerage checks and Visa Platinum debit cardsAcctAccount8/14/2023
CheckingPreferencesCheckingPreferences5Schwab Bank High Yield Investor Checking accountSchwab Bank High Yield Investor Checking accountAcctAccount8/14/2023
CheckVisaCheckVisa1Checks onlyChecks onlyAcctAccount8/14/2023
CheckVisaCheckVisa2Checks and one Visa debit cardChecks and one Visa debit cardAcctAccount8/14/2023
CheckVisaCheckVisa3Checks and two Visa debit cardsChecks and two Visa debit cardsAcctAccount8/14/2023
ClearingFirmTypeClearingFirmType0OtherOtherAcctAccount6/22/2007
ClearingFirmTypeClearingFirmType1DirectAccounts held directly at third party companiesAcctAccount6/22/2007
ClearingFirmTypeClearingFirmType2BrokerageAccounts held at a brokerageAcctAccount6/22/2007
ClearingFirmTypeClearingFirmType3Pershing BrokerageAccounts held at a brokerageAcctAccount6/22/2007
ClearingFirmTypeClearingFirmType4NFS BrokerageAccounts held at a brokerageAcctAccount6/22/2007
ClearingFirmTypeClearingFirmType5Non-BrokerageAccounts held at a brokerageAcctAccount6/22/2007
ContributionFormulaContributionFormula1DiscretionaryDiscretionaryAcctAccount8/14/2023
ContributionFormulaContributionFormula2Fixed Percent of Profits FormulaFixed Percent of Profits FormulaAcctAccount8/14/2023
ContributionFormulaContributionFormula3The employer will not make employer contributions to the SEP-IRA planThe employer will not make employer contributions to the SEP-IRA planAcctAccount8/14/2023
CorporateReorgCouponsCorporateReorgCoupons1Account HolderAccount HolderAcctAccount8/9/2023
CorporateReorgCouponsCorporateReorgCoupons2IA (Advisor)IA (Advisor)AcctAccount8/9/2023
CorporateReorgInfoCopiesCorporateReorgInfoCopies1Account HolderAccount HolderAcctAccount8/9/2023
CorporateReorgInfoCopiesCorporateReorgInfoCopies2IA (Advisor)IA (Advisor)AcctAccount8/9/2023
CorporateReorgInfoCopiesCorporateReorgInfoCopies3NoneNoneAcctAccount8/9/2023
DeathBeneOptionDeathBeneOption0OtherOtherAcctAccount10/29/2010
DeathBeneOptionDeathBeneOption1LevelDeath benefit amount remains level over time.AcctAccount10/29/2010
DeathBeneOptionDeathBeneOption2IncreasingDeath benefit amount increases over timeAcctAccount10/29/2010
DispMethodDispositionMethod0OtherOtherAcctAccount6/14/2013
DispMethodDispositionMethod1Average Cost Using First In, First Out (FIFO)Average Cost Using First In, First Out (FIFO)AcctAccount6/14/2013
DispMethodDispositionMethod2First In, First Out (FIFO)First In, First Out (FIFO)AcctAccount6/14/2013
DispMethodDispositionMethod3High CostHigh CostAcctAccount6/14/2013
DispMethodDispositionMethod4High Cost Long-TermHigh Cost Long-TermAcctAccount6/14/2013
DispMethodDispositionMethod5High Cost Short-TermHigh Cost Short-TermAcctAccount6/14/2013
DispMethodDispositionMethod6Last In, First Out (LIFO)Last In, First Out (LIFO)AcctAccount6/14/2013
DispMethodDispositionMethod7Low CostLow CostAcctAccount6/14/2013
DispMethodDispositionMethod8Low Cost Long-TermLow Cost Long-TermAcctAccount6/14/2013
DispMethodDispositionMethod9Low Cost Short-TermLow Cost Short-TermAcctAccount6/14/2013
DispMethodEquityDispositionMethodEquity0OtherOtherAcctAccount6/14/2013
DispMethodEquityDispositionMethodEquity1Average Cost Using First In, First Out (FIFO)Average Cost Using First In, First Out (FIFO)AcctAccount6/14/2013
DispMethodEquityDispositionMethodEquity10Minimize Short-Term GainsMinimize Short-Term GainsAcctAccount3/18/2020
DispMethodEquityDispositionMethodEquity2First In, First Out (FIFO)First In, First Out (FIFO)AcctAccount6/14/2013
DispMethodEquityDispositionMethodEquity3High CostHigh CostAcctAccount6/14/2013
DispMethodEquityDispositionMethodEquity4High Cost Long-TermHigh Cost Long-TermAcctAccount6/14/2013
DispMethodEquityDispositionMethodEquity5High Cost Short-TermHigh Cost Short-TermAcctAccount6/14/2013
DispMethodEquityDispositionMethodEquity6Last In, First Out (LIFO)Last In, First Out (LIFO)AcctAccount6/14/2013
DispMethodEquityDispositionMethodEquity7Low CostLow CostAcctAccount6/14/2013
DispMethodEquityDispositionMethodEquity8Low Cost Long-TermLow Cost Long-TermAcctAccount6/14/2013
DispMethodEquityDispositionMethodEquity9Low Cost Short-TermLow Cost Short-TermAcctAccount6/14/2013
DispMethodMFDispositionMethodMutualFunds0OtherOtherAcctAccount6/14/2013
DispMethodMFDispositionMethodMutualFunds1Average Cost Using First In, First Out (FIFO)Average Cost Using First In, First Out (FIFO)AcctAccount6/14/2013
DispMethodMFDispositionMethodMutualFunds10Minimize Short-Term GainsMinimize Short-Term GainsAcctAccount3/18/2020
DispMethodMFDispositionMethodMutualFunds2First In, First Out (FIFO)First In, First Out (FIFO)AcctAccount6/14/2013
DispMethodMFDispositionMethodMutualFunds3High CostHigh CostAcctAccount6/14/2013
DispMethodMFDispositionMethodMutualFunds4High Cost Long-TermHigh Cost Long-TermAcctAccount6/14/2013
DispMethodMFDispositionMethodMutualFunds5High Cost Short-TermHigh Cost Short-TermAcctAccount6/14/2013
DispMethodMFDispositionMethodMutualFunds6Last In, First Out (LIFO)Last In, First Out (LIFO)AcctAccount6/14/2013
DispMethodMFDispositionMethodMutualFunds7Low CostLow CostAcctAccount6/14/2013
DispMethodMFDispositionMethodMutualFunds8Low Cost Long-TermLow Cost Long-TermAcctAccount6/14/2013
DispMethodMFDispositionMethodMutualFunds9Low Cost Short-TermLow Cost Short-TermAcctAccount6/14/2013
DispMethodOtherDispositionMethodOther0OtherOtherAcctAccount6/14/2013
DispMethodOtherDispositionMethodOther1Average Cost Using First In, First Out (FIFO)Average Cost Using First In, First Out (FIFO)AcctAccount6/14/2013
DispMethodOtherDispositionMethodOther10Minimize Short-Term GainsMinimize Short-Term GainsAcctAccount3/18/2020
DispMethodOtherDispositionMethodOther2First In, First Out (FIFO)First In, First Out (FIFO)AcctAccount6/14/2013
DispMethodOtherDispositionMethodOther3High CostHigh CostAcctAccount6/14/2013
DispMethodOtherDispositionMethodOther4High Cost Long-TermHigh Cost Long-TermAcctAccount6/14/2013
DispMethodOtherDispositionMethodOther5High Cost Short-TermHigh Cost Short-TermAcctAccount6/14/2013
DispMethodOtherDispositionMethodOther6Last In, First Out (LIFO)Last In, First Out (LIFO)AcctAccount6/14/2013
DispMethodOtherDispositionMethodOther7Low CostLow CostAcctAccount6/14/2013
DispMethodOtherDispositionMethodOther8Low Cost Long-TermLow Cost Long-TermAcctAccount6/14/2013
DispMethodOtherDispositionMethodOther9Low Cost Short-TermLow Cost Short-TermAcctAccount6/14/2013
EConfirmsEConfirmsNoNo, at this time I do not want eConfirms.No, at this time I do not want eConfirms.AcctAccount8/9/2023
ElectiveDeferralsTypeElectiveDeferralsType1The next payroll date coinciding with or following the later of the date this Adoption Agreement is signed or the Effective Date.The next payroll date coinciding with or following the later of the date this Adoption Agreement is signed or the Effective Date.AcctAccount9/7/2023
ElectiveDeferralsTypeElectiveDeferralsType2Fill in the dateFill in the dateAcctAccount9/7/2023
ElectronicBillPaymentElectronicBillPayment1Do NOT add electronic bill paymentDo NOT add electronic bill paymentAcctAccount8/14/2023
EligibilityServiceRequirementTypeEligibilityServiceRequirementType1No eligibility service requiredNo eligibility service requiredAcctAccount9/7/2023
EligibilityServiceRequirementTypeEligibilityServiceRequirementType2After Completing consecutive Months of Eligibility Service (not more than 12) beginning on the Employee's date of hireAfter Completing consecutive Months of Eligibility Service (not more than 12) beginning on the Employee's date of hireAcctAccount9/7/2023
EligibilityServiceRequirementTypeEligibilityServiceRequirementType3After completing one Year of Eligibility ServiceAfter completing one Year of Eligibility ServiceAcctAccount9/7/2023
EligibleEmployedSuboptionTypeEligibleEmployedSuboptionType1All EmployeesAll EmployeesAcctAccount9/7/2023
EligibleEmployedSuboptionTypeEligibleEmployedSuboptionType2Employees who areEmployees who areAcctAccount9/7/2023
EligibleEmployedTypeEligibleEmployedType1An Employee employed on Specific DateAn Employee employed on Specific DateAcctAccount9/7/2023
EligibleEmployedTypeEligibleEmployedType2Not ApplicableNot ApplicableAcctAccount9/7/2023
EligReqCollectiveBargainEligReqCollectiveBargain0OtherOtherAcctAccount3/18/2020
EligReqCollectiveBargainEligReqCollectiveBargain1IncludesIncludesAcctAccount3/18/2020
EligReqCollectiveBargainEligReqCollectiveBargain2Does not includeDoes not includeAcctAccount3/18/2020
EligReqMinCompEligReqMinComp0OtherOtherAcctAccount3/18/2020
EligReqMinCompEligReqMinComp1IncludesIncludesAcctAccount3/18/2020
EligReqMinCompEligReqMinComp2Does not includeDoes not includeAcctAccount3/18/2020
EligReqNonResEligReqNonRes0OtherOtherAcctAccount3/18/2020
EligReqNonResEligReqNonRes1IncludesIncludesAcctAccount3/18/2020
EligReqNonResEligReqNonRes2Does not includeDoes not includeAcctAccount3/18/2020
EntryDateSuboptionTypeEntryDateSuboptionType1The specified date aboveThe specified date aboveAcctAccount9/7/2023
EntryDateSuboptionTypeEntryDateSuboptionType2Specify a month, day, and yearSpecify a month, day, and yearAcctAccount9/7/2023
EstablishSchwabAcctEstablishSchwabAcct1Open a new Schwab One Trust accountOpen a new Schwab One Trust accountAcctAccount8/14/2023
EstablishSchwabAcctEstablishSchwabAcct2Convert your existing Schwab or Schwab One account to a Schwab One Trust AccountConvert your existing Schwab or Schwab One account to a Schwab One Trust AccountAcctAccount8/14/2023
EstablishSchwabAcctEstablishSchwabAcct3Open new accounts at Charles Schwab in Managed Account MarketplaceOpen new accounts at Charles Schwab in Managed Account MarketplaceAcctAccount8/14/2023
EstablishSchwabAcctEstablishSchwabAcct4Open a new Schwab One International Trust accountOpen a new Schwab One International Trust accountAcctAccount8/14/2023
EstablishSchwabAcctEstablishSchwabAcct5Convert your existing Schwab or Schwab One International account to a Schwab One International Trust AccountConvert your existing Schwab or Schwab One International account to a Schwab One International Trust AccountAcctAccount8/14/2023
EstablishSchwabAcctEstablishSchwabAcct6Add Schwab One checks or Visa Platinum debit card(s) to an existing Schwab One International Trust accountAdd Schwab One checks or Visa Platinum debit card(s) to an existing Schwab One International Trust accountAcctAccount8/14/2023
EstablishSchwabAcctEstablishSchwabAcct7Open new Managed Accounts in the Managed Account Select program ("Select") or the Managed Account Access program ("Access")Open new Managed Accounts in the Managed Account Select program ("Select") or the Managed Account Access program ("Access")AcctAccount8/14/2023
EstablishSchwabAcctEstablishSchwabAcct8Add money managers ("Managers") to existing accounts at SchwabAdd money managers ("Managers") to existing accounts at SchwabAcctAccount8/14/2023
EstablishSchwabAcctEstablishSchwabAcct9Change Managers on existing Managed Accounts at Schwab to Select or Access ManagersChange Managers on existing Managed Accounts at Schwab to Select or Access ManagersAcctAccount8/14/2023
ExemptStatusExemptStatus0OtherOtherAcctAccount5/20/2016
ExemptStatusExemptStatus1ExemptExemptAcctAccount5/20/2016
ExemptStatusExemptStatus2Non-ExemptNon-ExemptAcctAccount5/20/2016
FedTaxClassTypeFedTaxClassType0OtherOtherAcctAccount3/18/2020
FedTaxClassTypeFedTaxClassType1Individual/Sole Proprietor or Single-Member LLCIndividual/Sole Proprietor or Single-Member LLCAcctAccount3/18/2020
FedTaxClassTypeFedTaxClassType2C CorporationC CorporationAcctAccount3/18/2020
FedTaxClassTypeFedTaxClassType3S CorporationS CorporationAcctAccount3/18/2020
FedTaxClassTypeFedTaxClassType4PartnershipPartnershipAcctAccount3/18/2020
FedTaxClassTypeFedTaxClassType5Trust/EstateTrust/EstateAcctAccount3/18/2020
FedTaxClassTypeFedTaxClassType6Limited Liability CompanyLimited Liability CompanyAcctAccount3/18/2020
FeePayAuthFeePayAuth1YesYesAcctAccount12/5/2022
FeeTypeFeeType1CommissionCommissionAcctAccount5/4/2016
FeeTypeFeeType2FeeFeeAcctAccount5/4/2016
FidelityCustodianTypeFidelityCustodianType0OtherOtherAcctAccount5/12/2023
ForeignBankForeignBank1YesYesAcctAccount12/5/2022
ForeignBankForeignBankNoNoNoAcctAccount12/5/2022
ForeignBankForeignBankYesYesYesAcctAccount12/5/2022
ForeignBankCentralForeignBankCentral1YesYesAcctAccount12/5/2022
ForeignBankCentralForeignBankCentralNoNoNoAcctAccount12/5/2022
ForeignBankCentralForeignBankCentralYesYesYesAcctAccount12/5/2022
ForeignBankNonCoopForeignBankNonCooperative1YesYesAcctAccount12/5/2022
ForeignBankNonCoopForeignBankNonCooperativeNoNoNoAcctAccount12/5/2022
ForeignBankNonCoopForeignBankNonCooperativeYesYesYesAcctAccount12/5/2022
ForeignBankOffshoreForeignBankOffshore1YesYesAcctAccount12/5/2022
ForeignBankOffshoreForeignBankOffshoreNoNoNoAcctAccount12/5/2022
ForeignBankOffshoreForeignBankOffshoreYesYesYesAcctAccount12/5/2022
ForeignBankSection311ForeignBankSection3111YesYesAcctAccount12/5/2022
ForeignBankSection311ForeignBankSection311NoNoNoAcctAccount12/5/2022
ForeignBankSection311ForeignBankSection311YesYesYesAcctAccount12/5/2022
ForeignFinInstForeignFinancialInstitution1YesYesAcctAccount12/5/2022
ForeignFinInstForeignFinancialInstitutionNoNoNoAcctAccount12/5/2022
ForeignFinInstForeignFinancialInstitutionYesYesYesAcctAccount12/5/2022
ForeignTaxIDRequiredForeignTaxIDRequired1YesYesClientAccount12/13/2022
ForeignTaxIDRequiredForeignTaxIDRequiredNoNoNoClientAccount12/13/2022
ForeignTaxIDRequiredForeignTaxIDRequiredYesYesYesClientAccount12/13/2022
FrozenPlanTypeFrozenPlanType1This is a frozen PlanThis is a frozen PlanAcctAccount9/7/2023
FullDRSDRIPTypeFullDRSDRIPType1Sell fractions and close accountSell fractions and close accountAcctAccount5/12/2023
FullDRSDRIPTypeFullDRSDRIPType2Transfer all full shares onlyTransfer all full shares onlyAcctAccount5/12/2023
FullTransferTypeFullTransferType1Transfer all assets in kindTransfer all assets in kindAcctAccount5/12/2023
FullTransferTypeFullTransferType2Liquidate all assetsLiquidate all assetsAcctAccount5/12/2023
FullTransferTypeFullTransferType3Transfer all assets in kind except for the assets listed in the partial transfer, direct mutual funds, and liquidations section, which require liquidationTransfer all assets in kind except for the assets listed in the partial transfer, direct mutual funds, and liquidations section, which require liquidationAcctAccount5/12/2023
FullTransferTypeFullTransferType4Liquidate CD immediately and transfer cash. I am aware of and acknowledge any penalty I will incur from an early withdrawalLiquidate CD immediately and transfer cash. I am aware of and acknowledge any penalty I will incur from an early withdrawalAcctAccount5/12/2023
FullTransferTypeFullTransferType5Liquidate CD upon maturity and transfer cashLiquidate CD upon maturity and transfer cashAcctAccount5/12/2023
FundSchwabOneIntTrustAcctFundSchwabOneIntTrustAcct1A check or money orderA check or money orderAcctAccount8/14/2023
FundSchwabOneIntTrustAcctFundSchwabOneIntTrustAcct2Transfer funds from another financial institutionTransfer funds from another financial institutionAcctAccount8/14/2023
FundSchwabTrustAcctTypeFundSchwabTrustAcctType1Make a one-time electronic funds transfer from your checking or savings account at another financial institutionMake a one-time electronic funds transfer from your checking or savings account at another financial institutionAcctAccount8/14/2023
FundSchwabTrustAcctTypeFundSchwabTrustAcctType2Make a one-time transfer from your linked Schwab One Trust brokerage accountMake a one-time transfer from your linked Schwab One Trust brokerage accountAcctAccount8/14/2023
FundSchwabTrustAcctTypeFundSchwabTrustAcctType3Make a check payable to the name of the Trust, and mail it to one of the following locationsMake a check payable to the name of the Trust, and mail it to one of the following locationsAcctAccount8/14/2023
GiftMannerGiftManner0OtherOtherAcctAccount10/11/2006
GiftMannerGiftManner1TrustTrustAcctAccount10/11/2006
GiftMannerGiftManner2WillWillAcctAccount10/11/2006
GiftMannerGiftManner3GiftCreated by giftAcctAccount10/11/2006
GiftMannerGiftManner4AppointmentExercise by appointmentAcctAccount10/11/2006
GiftMannerGiftManner5TransferTransfer by fiduciary or obligorAcctAccount10/11/2006
IACommunicationsIACommunicationsNoNoNoAcctAccount8/9/2023
IACommunicationsIACommunicationsYesYesYesAcctAccount8/9/2023
InheritingAcctTypeInheritingAcctType1Traditional IRA (includes Rollover, SEP, SIMPLE or Inherited Traditional IRA)Traditional IRA (includes Rollover, SEP, SIMPLE or Inherited Traditional IRA)AcctAccount8/14/2023
InheritingAcctTypeInheritingAcctType2Roth IRA (includes Inherited Roth IRA)Roth IRA (includes Inherited Roth IRA)AcctAccount8/14/2023
InheritingAcctTypeInheritingAcctType3Qualified plan† (e.g., profit-sharing, money purchase, 401(k), Individual 401(k), 403(b) and 457 plans)Qualified plan† (e.g., profit-sharing, money purchase, 401(k), Individual 401(k), 403(b) and 457 plans)AcctAccount8/14/2023
InheritingAcctTypeInheritingAcctType4Qualified plan† (Roth elective deferrals only—e.g., Roth 401(k))Qualified plan† (Roth elective deferrals only—e.g., Roth 401(k))AcctAccount8/14/2023
InitAcctSrcOfFundsInitAccountSourceOfFunds0OtherOtherAcctAccount6/9/2005
InitAcctSrcOfFundsInitAccountSourceOfFunds1Income from EarningsIncome from Earnings / Business RevenueAcctAccount6/9/2005
InitAcctSrcOfFundsInitAccountSourceOfFunds10Insurance ProceedsInsurance ProceedsAcctAccount6/9/2005
InitAcctSrcOfFundsInitAccountSourceOfFunds11Asset AppreciationAsset AppreciationAcctAccount8/2/2006
InitAcctSrcOfFundsInitAccountSourceOfFunds12Sale of AssetsSale of AssetsAcctAccount8/2/2006
InitAcctSrcOfFundsInitAccountSourceOfFunds13Savings from EarningsSavings from EarningsAcctAccount8/2/2006
InitAcctSrcOfFundsInitAccountSourceOfFunds141035 Exchange1035 ExchangeAcctAccount11/13/2006
InitAcctSrcOfFundsInitAccountSourceOfFunds15Change of Broker/DealerChange of Broker/DealerAcctAccount7/20/2007
InitAcctSrcOfFundsInitAccountSourceOfFunds16Mutual FundsMutual FundsAcctAccount7/20/2007
InitAcctSrcOfFundsInitAccountSourceOfFunds17Variable AnnuityVariable AnnuityAcctAccount7/20/2007
InitAcctSrcOfFundsInitAccountSourceOfFunds18CD or Money MarketCD or Money MarketAcctAccount7/20/2007
InitAcctSrcOfFundsInitAccountSourceOfFunds19Stocks/BondsStocks/BondsAcctAccount7/20/2007
InitAcctSrcOfFundsInitAccountSourceOfFunds2Investment ProceedsInvestment ProceedsAcctAccount6/9/2005
InitAcctSrcOfFundsInitAccountSourceOfFunds20Sale of ResidenceSale of ResidenceAcctAccount7/20/2007
InitAcctSrcOfFundsInitAccountSourceOfFunds21Sale of Real EstateSale of Real EstateAcctAccount7/20/2007
InitAcctSrcOfFundsInitAccountSourceOfFunds22Social SecuritySocial Security incomeAcctAccount8/17/2019
InitAcctSrcOfFundsInitAccountSourceOfFunds23Accounts ReceivableAccounts ReceivableAcctAccount3/18/2020
InitAcctSrcOfFundsInitAccountSourceOfFunds24AlimonyAlimonyAcctAccount3/18/2020
InitAcctSrcOfFundsInitAccountSourceOfFunds25RolloverRolloverAcctAccount3/18/2020
InitAcctSrcOfFundsInitAccountSourceOfFunds26Rental IncomeRental IncomeAcctAccount3/18/2020
InitAcctSrcOfFundsInitAccountSourceOfFunds3GiftGiftAcctAccount6/9/2005
InitAcctSrcOfFundsInitAccountSourceOfFunds4Sale of BusinessSale of BusinessAcctAccount6/9/2005
InitAcctSrcOfFundsInitAccountSourceOfFunds5InheritanceInheritanceAcctAccount6/9/2005
InitAcctSrcOfFundsInitAccountSourceOfFunds6Legal SettlementLegal SettlementAcctAccount6/9/2005
InitAcctSrcOfFundsInitAccountSourceOfFunds7Pension / IRA / Retirment SavingsPension / IRA / Retirment SavingsAcctAccount6/9/2005
InitAcctSrcOfFundsInitAccountSourceOfFunds8Spouse / ParentSpouse / ParentAcctAccount6/9/2005
InitAcctSrcOfFundsInitAccountSourceOfFunds9Lottery / GamingLottery / GamingAcctAccount6/9/2005
InstAcctAssetClassInstituationalAccountAssetClass0OtherOtherAcctAccount6/14/2013
InstAcctAssetClassInstituationalAccountAssetClass1EquitiesEquitiesAcctAccount6/14/2013
InstAcctAssetClassInstituationalAccountAssetClass2OptionsOptionsAcctAccount6/14/2013
InstAcctAssetClassInstituationalAccountAssetClass3Fixed IncomeFixed IncomeAcctAccount6/14/2013
InstAcctAssetClassInstituationalAccountAssetClass4Mutual FundsMutual FundsAcctAccount6/14/2013
InstAcctAssetClassInstituationalAccountAssetClass5Unit Investment Trust (UIT)Unit Investment Trust (UIT)AcctAccount6/14/2013
InstAcctAssetClassInstituationalAccountAssetClass6Exchange Traded Funds (ETF)Exchange Traded Funds (ETF)AcctAccount6/14/2013
InstAcctDefnInstituationalAccountDefinition0Other EntityOther EntityAcctAccount6/14/2013
InstAcctDefnInstituationalAccountDefinition1NoneNoneAcctAccount6/14/2013
InstAcctDefnInstituationalAccountDefinition2Bank, Savings and Loan, Insurance, registered investment companyBank, Savings and Loan, Insurance, registered investment companyAcctAccount6/14/2013
InstAcctDefnInstituationalAccountDefinition3Investment AdvisorInvestment AdvisorAcctAccount6/14/2013
InstAcctSuitabilityInstituationalAccountSuitability0OtherOtherAcctAccount6/14/2013
InstAcctSuitabilityInstituationalAccountSuitability1Waived - AllWaived - AllAcctAccount6/14/2013
InstAcctSuitabilityInstituationalAccountSuitability2Accepted - AlAccepted - AlAcctAccount6/14/2013
InstAcctSuitabilityInstituationalAccountSuitability3Waived per asset classWaived per asset classAcctAccount6/14/2013
InstAcctSuitabilityInstituationalAccountSuitability4Determined at time of recommendationDetermined at time of recommendationAcctAccount6/14/2013
IntegrationLevelIntegrationLevel1The Taxable Wage (TWB)The Taxable Wage (TWB)AcctAccount8/14/2023
IntegrationLevelIntegrationLevel2Percent of the Taxable Wage Base (TWB)Percent of the Taxable Wage Base (TWB)AcctAccount8/14/2023
InterimMailingsInterimMailings1Account HolderAccount HolderAcctAccount8/9/2023
InterimMailingsInterimMailings2IA (Advisor)IA (Advisor)AcctAccount8/9/2023
InterimMailingsInterimMailings3Both Account Holder and IA (Advisor)Both Account Holder and IA (Advisor)AcctAccount8/9/2023
IRAAcctTypeIRAAccountType0OtherOtherAcctAccount2/17/2023
IRAAcctTypeIRAAccountType1CashCashAcctAccount2/17/2023
IRAAcctTypeIRAAccountType10ParticipantParticipantAcctAccount8/15/2022
IRAAcctTypeIRAAccountType11SpousalSpousalAcctAccount8/15/2022
IRAAcctTypeIRAAccountType12GuardianGuardianAcctAccount8/15/2022
IRAAcctTypeIRAAccountType13RolloverRolloverAcctAccount8/15/2022
IRAAcctTypeIRAAccountType14Rollover (Traditional IRA only)Rollover (Traditional IRA only)AcctAccount8/15/2022
IRAAcctTypeIRAAccountType15EmployerEmployerAcctAccount8/15/2022
IRAAcctTypeIRAAccountType16Employer (SEP IRA only)Employer (SEP IRA only)AcctAccount8/15/2022
IRAAcctTypeIRAAccountType17InheritedInheritedAcctAccount8/15/2022
IRAAcctTypeIRAAccountType18IndividualIndividualAcctAccount8/15/2022
IRAAcctTypeIRAAccountType19EstateEstateAcctAccount8/15/2022
IRAAcctTypeIRAAccountType2MarginMarginAcctAccount2/17/2023
IRAAcctTypeIRAAccountType20TrustTrustAcctAccount8/15/2022
IRAAcctTypeIRAAccountType21CharityCharityAcctAccount8/15/2022
IRAAcctTypeIRAAccountType3OptionOptionAcctAccount2/17/2023
IRAAcctTypeIRAAccountType4Asset ManagementAsset ManagementAcctAccount2/17/2023
IRAAcctTypeIRAAccountType5RetirementRetirementAcctAccount2/17/2023
IRAAcctTypeIRAAccountType6InstitutionalInstitutionalAcctAccount2/17/2023
IRAAcctTypeIRAAccountType7OmnibusOmnibusAcctAccount2/17/2023
IRAAcctTypeIRAAccountType8RetailRetailAcctAccount2/17/2023
IRAAcctTypeIRAAccountType9Fee-BasedFee-based account managementAcctAccount2/17/2023
IRAContribTypeIRAContributionType0OtherOtherAcctAccount3/18/2020
IRAContribTypeIRAContributionType1Participant Current YearParticipant Current YearAcctAccount3/18/2020
IRAContribTypeIRAContributionType10Voluntary After TaxVoluntary After TaxAcctAccount3/18/2020
IRAContribTypeIRAContributionType2Employee Deferral Current YearEmployee Deferral Current YearAcctAccount3/18/2020
IRAContribTypeIRAContributionType3Employee Deferral Prior YearEmployee Deferral Prior YearAcctAccount3/18/2020
IRAContribTypeIRAContributionType4Employer Current YearEmployer Current YearAcctAccount3/18/2020
IRAContribTypeIRAContributionType5Employer Prior YearEmployer Prior YearAcctAccount3/18/2020
IRAContribTypeIRAContributionType6Employer Matching Current YearEmployer Matching Current YearAcctAccount3/18/2020
IRAContribTypeIRAContributionType7Employer Matching Prior YearEmployer Matching Prior YearAcctAccount3/18/2020
IRAContribTypeIRAContributionType8Qualified MatchingQualified MatchingAcctAccount3/18/2020
IRAContribTypeIRAContributionType9Qualified Non-ElectiveQualified Non-ElectiveAcctAccount3/18/2020
IRADistReasonIRADistReason0OtherOtherAcctAccount3/18/2020
IRADistReasonIRADistReason1NormalNormalAcctAccount3/18/2020
IRADistReasonIRADistReason10This is a conversion to a Roth IRAThis is a conversion to a Roth IRAAcctAccount9/7/2023
IRADistReasonIRADistReason11This is a request for a Required Minimum Distribution (RMD)This is a request for a Required Minimum Distribution (RMD)AcctAccount9/7/2023
IRADistReasonIRADistReason12This is a request to add or update an IA distribution authorizationThis is a request to add or update an IA distribution authorizationAcctAccount9/7/2023
IRADistReasonIRADistReason13This is a request for a direct rollover to an Employer Plan.*This is a request for a direct rollover to an Employer Plan.*AcctAccount9/7/2023
IRADistReasonIRADistReason2EarlyEarlyAcctAccount3/18/2020
IRADistReasonIRADistReason3SIMPLE IRA EarlySIMPLE IRA EarlyAcctAccount3/18/2020
IRADistReasonIRADistReason4Education Savings AccountEducation Savings AccountAcctAccount3/18/2020
IRADistReasonIRADistReason5DeathDeathAcctAccount3/18/2020
IRADistReasonIRADistReason6Direct Rollover to an Eligible Employer-Sponsored PlanDirect Rollover to an Eligible Employer-Sponsored PlanAcctAccount3/18/2020
IRADistReasonIRADistReason7Return of Excess Contribution for Tax YearReturn of Excess Contribution for Tax YearAcctAccount3/18/2020
IRADistReasonIRADistReason8This is a new distribution request. This is a new distribution request. AcctAccount9/7/2023
IRADistReasonIRADistReason9This is a change to my existing distribution request for the recurring amount of $ This is a change to my existing distribution request for the recurring amount of $ AcctAccount9/7/2023
IRADistTransTypeIRADistTransType0OtherOtherAcctAccount3/18/2020
IRADistTransTypeIRADistTransType1Total DistributionTotal DistributionAcctAccount3/18/2020
IRADistTransTypeIRADistTransType2One-Time Partial DistributionOne-Time Partial DistributionAcctAccount3/18/2020
IRADistTransTypeIRADistTransType3Periodic DistributionsPeriodic DistributionsAcctAccount3/18/2020
IrrevocableTrustTypeIrrevocableTrustType1GRATGRATAcctAccount8/14/2023
IrrevocableTrustTypeIrrevocableTrustType2CRUTCRUTAcctAccount8/14/2023
IrrevocableTrustTypeIrrevocableTrustType3CRATCRATAcctAccount8/14/2023
JournalTypeJournalType1Journal Entire AccountJournal Entire AccountAcctAccount8/9/2023
JournalTypeJournalType2Journal CashJournal CashAcctAccount8/9/2023
JournalTypeJournalType3Journal the Following SecuritiesJournal the Following SecuritiesAcctAccount8/9/2023
OrgSharesTypeMaintainSchwabAcctsNum1Registered on the books of the organizationRegistered on the books of the organizationAcctAccount8/16/2023
OrgSharesTypeMaintainSchwabAcctsNum2In bearer-share formIn bearer-share formAcctAccount8/16/2023
ManagedAcctBondStratManagedAcctBondStrat1I want the Manager of my municipal bond strategy to avoid purchasing bonds that are subject to the federal alternative minimum taxI want the Manager of my municipal bond strategy to avoid purchasing bonds that are subject to the federal alternative minimum taxAcctAccount8/14/2023
ManagedAcctBondStratManagedAcctBondStrat2I do not want to impose any restriction on the Manager of my municipal bond strategy with regard to bonds that are subject to the federal alternative minimum taxI do not want to impose any restriction on the Manager of my municipal bond strategy with regard to bonds that are subject to the federal alternative minimum taxAcctAccount8/14/2023
ManagedAcctMunicpalBondTypeManagedAcctMunicpalBondType1I want the Manager of my municipal bond strategy to acquire securities within a specific state. (I understand that the Manager may treat this as a preference rather than a state-specific portfolio if that is not available.)I want the Manager of my municipal bond strategy to acquire securities within a specific state. (I understand that the Manager may treat this as a preference rather than a state-specific portfolio if that is not available.)AcctAccount8/14/2023
ManagedAcctMunicpalBondTypeManagedAcctMunicpalBondType2I want the Manager of my municipal bond strategy to give preference to securities within a specific state. (I understand that the percentage of securities in my portfolio within the state may vary and is subject to the Manager's discretion.)I want the Manager of my municipal bond strategy to give preference to securities within a specific state. (I understand that the percentage of securities in my portfolio within the state may vary and is subject to the Manager's discretion.)AcctAccount8/14/2023
ManagedAcctMunicpalBondTypeManagedAcctMunicpalBondType3I do not want to request a state-specific or state-preference portfolio for my municipal bond strategy.I do not want to request a state-specific or state-preference portfolio for my municipal bond strategy.AcctAccount8/14/2023
ManagedAcctTypeManagedAcctType1Managed Account SelectManaged Account SelectAcctAccount8/14/2023
ManagedAcctTypeManagedAcctType2Managed Account AccessManaged Account AccessAcctAccount8/14/2023
ManagedCorporateReorgCouponsManagedCorporateReorgCoupons1Account HolderAccount HolderAcctAccount8/9/2023
ManagedCorporateReorgCouponsManagedCorporateReorgCoupons2AdvisorAdvisorAcctAccount8/9/2023
ManagedCorporateReorgCouponsManagedCorporateReorgCoupons3ManagerManagerAcctAccount8/9/2023
ManagedCorporateReorgInfoCopiesManagedCorporateReorgInfoCopies1Account HolderAccount HolderAcctAccount8/9/2023
ManagedCorporateReorgInfoCopiesManagedCorporateReorgInfoCopies2AdvisorAdvisorAcctAccount8/9/2023
ManagedCorporateReorgInfoCopiesManagedCorporateReorgInfoCopies3ManagerManagerAcctAccount8/9/2023
ManagedCorporateReorgInfoCopiesManagedCorporateReorgInfoCopies4NoneNoneAcctAccount8/9/2023
ManagedInterimMailingsManagedInterimMailings1Account HolderAccount HolderAcctAccount8/9/2023
ManagedInterimMailingsManagedInterimMailings2AdvisorAdvisorAcctAccount8/9/2023
ManagedInterimMailingsManagedInterimMailings3ManagerManagerAcctAccount8/9/2023
ManagedInterimMailingsManagedInterimMailings4Both Account Holder and AdvisorBoth Account Holder and AdvisorAcctAccount8/9/2023
ManagedInterimMailingsManagedInterimMailings5Both Account Holder and ManagerBoth Account Holder and ManagerAcctAccount8/9/2023
ManagedProxyVotingBallotsManagedProxyVotingBallots1Account HolderAccount HolderAcctAccount8/9/2023
ManagedProxyVotingBallotsManagedProxyVotingBallots2AdvisorAdvisorAcctAccount8/9/2023
ManagedProxyVotingBallotsManagedProxyVotingBallots3ManagerManagerAcctAccount8/9/2023
ManagedProxyVotingInfoCopiesManagedProxyVotingInfoCopies1Account HolderAccount HolderAcctAccount8/9/2023
ManagedProxyVotingInfoCopiesManagedProxyVotingInfoCopies2AdvisorAdvisorAcctAccount8/9/2023
ManagedProxyVotingInfoCopiesManagedProxyVotingInfoCopies3ManagerManagerAcctAccount8/9/2023
ManagedProxyVotingInfoCopiesManagedProxyVotingInfoCopies4NoneNoneAcctAccount8/9/2023
ManagerAuthManagerAuth1YesYesAcctAccount4/11/2023
ManagerAuthManagerAuthNoNoNoAcctAccount4/11/2023
ManagerAuthManagerAuthYesYesYesAcctAccount4/11/2023
ManagerOptionsManagerOptions1Open a new accountOpen a new accountAcctAccount8/14/2023
ManagerOptionsManagerOptions2Add a Manager to the following account numberAdd a Manager to the following account numberAcctAccount8/14/2023
ManagerOptionsManagerOptions3Replace the following ManagerReplace the following ManagerAcctAccount8/14/2023
NewAcctNewAccount1NewNewAcctAccount12/13/2022
NewAcctNewAccount2ExistingExistingAcctAccount2/15/2023
NewCustodianConfirmationNewCustodianConfirmation1Pershing LLC accepts appointment as successor custodianPershing LLC accepts appointment as successor custodianAcctAccount5/12/2023
NewCustodianConfirmationNewCustodianConfirmation2Please be advised that the following does hereby accept appointment as successor custodianPlease be advised that the following does hereby accept appointment as successor custodianAcctAccount5/12/2023
NewPageEachAcctNewPageEachAcct1The Report will present a continuous list of Accounts, unless you indicate your preference to begin a new page for each Account by checking hereThe Report will present a continuous list of Accounts, unless you indicate your preference to begin a new page for each Account by checking hereAcctAccount8/9/2023
SubReportTypeNewSubReport1I want a new subscription to the ReportI want a new subscription to the ReportAcctAccount8/9/2023
SubReportTypeNewSubReport2I want to add to an existing Report subscriptionI want to add to an existing Report subscriptionAcctAccount8/9/2023
NotifyTypeNotifyType0OtherOtherAcctAccount8/6/2014
NotifyTypeNotifyType1StatementStatementAcctAccount8/6/2014
NotifyTypeNotifyType2ConfirmConfirmAcctAccount8/6/2014
NotifyTypeNotifyType3ProxyProxyAcctAccount8/6/2014
NotifyTypeNotifyType0OtherOtherClientAccount8/6/2014
NotifyTypeNotifyType1StatementStatementClientAccount8/6/2014
NotifyTypeNotifyType2ConfirmConfirmClientAccount8/6/2014
NotifyTypeNotifyType3ProxyProxyClientAccount8/6/2014
ObjectionReleaseObjectionReleaseNoNoNoAcctAccount8/9/2023
ObjectionReleaseObjectionReleaseYesYesYesAcctAccount8/9/2023
OrgTypeOrgType1Incorporated OrganizationIncorporated OrganizationAcctAccount9/7/2023
OrgTypeOrgType2Non-Incorporated OrganizationNon-Incorporated OrganizationAcctAccount9/7/2023
OwnerRelationshipOwnerRelationship0OtherOtherAcctAccount11/30/2006
OwnerRelationshipOwnerRelationship1MarriedMarriedAcctAccount11/30/2006
OwnerRelationshipOwnerRelationship2PartnersPartnersAcctAccount11/30/2006
OwnerRelationshipOwnerRelationship3FriendsFriendsAcctAccount11/30/2006
PaperlessPaperless1Yes, enroll in Paperless DocumentsYes, enroll in Paperless DocumentsAcctAccount12/5/2022
PaperlessPaperlessNoNo, do not enroll in Paperless DocumentsNo, do not enroll in Paperless DocumentsAcctAccount12/5/2022
PaperlessPaperlessYesYes, enroll in Paperless DocumentsYes, enroll in Paperless DocumentsAcctAccount12/5/2022
PartialIRADistTypePartialIRADistType0OtherOtherAcctAccount3/18/2020
PartialIRADistTypePartialIRADistType1GrossGrossAcctAccount3/18/2020
PartialIRADistTypePartialIRADistType2NetNetAcctAccount3/18/2020
PartialTransferTypePartialTransferType1Liquidate CD immediately and transfer cash. I am aware of and acknowledge any penalty I will incur from an early withdrawalLiquidate CD immediately and transfer cash. I am aware of and acknowledge any penalty I will incur from an early withdrawalAcctAccount5/12/2023
PartialTransferTypePartialTransferType2Liquidate CD upon maturity and transfer cashLiquidate CD upon maturity and transfer cashAcctAccount5/12/2023
PlanDateTypePlanDateType1New Plan Effective DateNew Plan Effective DateAcctAccount9/7/2023
PlanDateTypePlanDateType2Existing Plan Amendment or Restatement DateExisting Plan Amendment or Restatement DateAcctAccount9/7/2023
PlanDocIRAPlanDocumentIRA0OtherOtherAcctAccount7/20/2007
PlanDocIRAPlanDocumentIRA1Clearing Firm Adoption AgreementClearing Firm Adoption AgreementAcctAccount7/20/2007
PlanDocIRAPlanDocumentIRA2Outside Custodian AgreementOutside Custodian AgreementAcctAccount7/20/2007
PlanEligTypePlanEligType0OtherOtherAcctAccount3/18/2020
PlanEligTypePlanEligType1Full EligibilityFull EligibilityAcctAccount3/18/2020
PlanEligTypePlanEligType2Limited EligibilityLimited EligibilityAcctAccount3/18/2020
PrivateAcctPrivateAccount1YesYesAcctAccount12/5/2022
PrivateAcctPrivateAccountNoNoNoAcctAccount12/5/2022
PrivateAcctPrivateAccountYesYesYesAcctAccount12/5/2022
ProgramTypeProgramType0OtherOtherAcctAccount5/19/2020
ProgramTypeProgramType1Advisor-directedAdvisor-directedAcctAccount5/19/2020
ProgramTypeProgramType2CAAPCAAPAcctAccount5/19/2020
ProgramTypeProgramType3Team-directedTeam-directedAcctAccount5/19/2020
ProgramTypeProgramType4Unified managed account (UMA) and Separately Managaed Account (SMA)Unified managed account (UMA) and Separately Managaed Account (SMA)AcctAccount5/19/2020
ProgramTypeProgramType5CAAP Small Account SolutionsCAAP Small Account SolutionsAcctAccount5/19/2020
ProspectusDeliveredProspectusDelivered1YesYesAcctAccount12/13/2022
ProspectusDeliveredProspectusDeliveredNoNoNoAcctAccount12/13/2022
ProspectusDeliveredProspectusDeliveredYesYesYesAcctAccount12/13/2022
ProtectedBenefitsProtectedBenefits1Protected Benefits and Prior Plan Document Provisions AttachmentProtected Benefits and Prior Plan Document Provisions AttachmentAcctAccount9/7/2023
ProxyVotingBallotsProxyVotingBallots1Account HolderAccount HolderAcctAccount8/9/2023
ProxyVotingBallotsProxyVotingBallots2IA (Advisor)IA (Advisor)AcctAccount8/9/2023
ProxyVotingInfoCopiesProxyVotingInfoCopies1Account HolderAccount HolderAcctAccount8/9/2023
ProxyVotingInfoCopiesProxyVotingInfoCopies2IA (Advisor)IA (Advisor)AcctAccount8/9/2023
ProxyVotingInfoCopiesProxyVotingInfoCopies3NoneNoneAcctAccount8/9/2023
RegTypeEntityRegistrationTypeEntity0OtherOtherAcctAccount6/9/2005
RegTypeEntityRegistrationTypeEntity0Other (Second Occurrence)Allows for multiple instances of the field "Other" for registration typeAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity0Other (Third Occurrence)Allows for multiple instances of the field "Other" for registration typeAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity1IndividualIndividualAcctAccount6/9/2005
RegTypeEntityRegistrationTypeEntity10Transfer On Death - JointTransfer On Death - JointAcctAccount6/9/2005
RegTypeEntityRegistrationTypeEntity100Fiduciary TrustFiduciary TrustAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity101Inherited IRAInherited IRAAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity102Self-Directed IRASelf-Directed IRAAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity103Spousal IRASpousal IRAAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity104Spousal Rollover IRASpousal Rollover IRAAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity105Custodial IRA ContributoryCustodial IRA ContributoryAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity106Inherited Roth IRAInherited Roth IRAAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity107QualifiedQualified, RetirementAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity108Non-QualifiedNon-Qualified, Non-IRAAcctAccount12/18/2009
RegTypeEntityRegistrationTypeEntity109Retirement Plan RolloverRetirement Plan RolloverAcctAccount12/20/2009
RegTypeEntityRegistrationTypeEntity11Transfer On Death - Joint Tenants with Rights of SurvivorshipTransfer On Death - Joint Tenants with Rights of SurvivorshipAcctAccount6/9/2005
RegTypeEntityRegistrationTypeEntity111401(a)401(a)AcctAccount11/13/2012
RegTypeEntityRegistrationTypeEntity112Health Savings AccountHealth Savings AccountAcctAccount11/13/2012
RegTypeEntityRegistrationTypeEntity113C CorporationC CorporationAcctAccount11/13/2012
RegTypeEntityRegistrationTypeEntity114Individual 529 Funded by UGMA/UTMAIndividual 529 Funded by UGMA/UTMAAcctAccount11/13/2012
RegTypeEntityRegistrationTypeEntity115Participant 403(b)Participant 403(b)AcctAccount11/13/2012
RegTypeEntityRegistrationTypeEntity116Participant 403(b)7Participant 403(b)7AcctAccount11/13/2012
RegTypeEntityRegistrationTypeEntity117Group 403(b)Group 403(b)AcctAccount11/13/2012
RegTypeEntityRegistrationTypeEntity118Group 403(b)7Group 403(b)7AcctAccount11/13/2012
RegTypeEntityRegistrationTypeEntity119S CorporationS CorporationAcctAccount11/13/2012
RegTypeEntityRegistrationTypeEntity12Transfer On Death - Joint Tenants in CommonTransfer On Death - Joint Tenants in CommonAcctAccount6/9/2005
RegTypeEntityRegistrationTypeEntity120Disregarded EntityDisregarded EntityAcctAccount6/14/2013
RegTypeEntityRegistrationTypeEntity121Participant IRAParticipant IRAAcctAccount1/9/2014
RegTypeEntityRegistrationTypeEntity122Guardian IRAGuardian IRAAcctAccount1/9/2014
RegTypeEntityRegistrationTypeEntity123Employer IRAEmployer IRAAcctAccount1/9/2014
RegTypeEntityRegistrationTypeEntity124Individual EducationEducation, 529, Coverdell, ESA Individual AccountAcctAccount1/9/2014
RegTypeEntityRegistrationTypeEntity125Trust EducationEducation, 529, Coverdell, ESA Trust AccountAcctAccount1/9/2014
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RegTypeEntityRegistrationTypeEntity128Limitied Liability Company C CorpLimitied Liability Company C CorpAcctAccount7/18/2014
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RegTypeEntityRegistrationTypeEntity13Transfer On Death - Joint Tenants in EntiretyTransfer On Death - Joint Tenants in EntiretyAcctAccount6/9/2005
RegTypeEntityRegistrationTypeEntity130Outside IRAOutside IRAAcctAccount7/18/2014
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RegTypeEntityRegistrationTypeEntity132415(m) Plan415(m) PlanAcctAccount7/18/2014
RegTypeEntityRegistrationTypeEntity133403(b) ERISA403(b) ERISA - Title 1AcctAccount8/17/2016
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RegTypeEntityRegistrationTypeEntity13572(t)72(t)AcctAccount7/18/2014
RegTypeEntityRegistrationTypeEntity13672(q)72(q)AcctAccount7/18/2014
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RegTypeEntityRegistrationTypeEntity139Variable AnnuityVariable AnnuityAcctAccount2/26/2015
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RegTypeEntityRegistrationTypeEntity140Indexed AnnuityIndexed AnnuityAcctAccount2/26/2015
RegTypeEntityRegistrationTypeEntity141Fixed AnnuityFixed AnnuityAcctAccount2/26/2015
RegTypeEntityRegistrationTypeEntity142Indexed Universal LifeIndexed Universal LifeAcctAccount2/26/2015
RegTypeEntityRegistrationTypeEntity143RMSRetirement Management ServicesAcctAccount2/26/2015
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RegTypeEntityRegistrationTypeEntity146Brokerage AccessBrokerage AccessAcctAccount2/26/2015
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RegTypeEntityRegistrationTypeEntity155Beneficiary Roth 403(b)(7)Beneficiary Roth 403(b)(7)AcctAccount12/10/2015
RegTypeEntityRegistrationTypeEntity156Beneficiary Texas ORPBeneficiary Texas ORPAcctAccount12/10/2015
RegTypeEntityRegistrationTypeEntity157Beneficiary 457Beneficiary 457AcctAccount12/10/2015
RegTypeEntityRegistrationTypeEntity158Beneficiary Roth 457Beneficiary Roth 457AcctAccount12/10/2015
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RegTypeEntityRegistrationTypeEntity161Investor SOLUTIONSInvestor SOLUTIONSAcctAccount12/10/2015
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RegTypeEntityRegistrationTypeEntity203Minor-Owned SEPMinor-Owned SEPAcctAccount8/17/2016
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BeneRelationBeneRelation4EntityEntityClientBeneficiary Info11/12/2006
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BeneRelationBeneRelation7CharityCharityClientBeneficiary Info7/18/2014
BeneRelationBeneRelation8ChildChildClientBeneficiary Info3/18/2020
BeneRelationBeneRelation9ParentParentClientBeneficiary Info3/18/2020
BR.AddrTypeBranchAddrType0OtherOtherRepBranch/Broker-Dealer6/9/2005
BR.AddrTypeBranchAddrType1HomeHome or Legal addressRepBranch/Broker-Dealer6/9/2005
BR.AddrTypeBranchAddrType2MailingMailing addressRepBranch/Broker-Dealer6/9/2005
BR.AddrTypeBranchAddrType3Primary ResidenceAddress of primary residenceRepBranch/Broker-Dealer6/9/2005
BR.AddrTypeBranchAddrType4OfficeOffice addressRepBranch/Broker-Dealer6/9/2005
BR.AddrTypeBranchAddrType5Birth PlacePlace of birth addressRepBranch/Broker-Dealer6/9/2005
BR.AddrTypeBranchAddrType6EmployerEmployer's addressRepBranch/Broker-Dealer6/9/2005
BR.AddrTypeBranchAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedRepBranch/Broker-Dealer6/9/2005
BR.AddrTypeBranchAddrType8Branch AddressBranch AddressRepBranch/Broker-Dealer6/9/2005
BR.AddrTypeBranchAddrType9Broker/Dealer AddressBroker/Dealer AddressRepBranch/Broker-Dealer6/9/2005
BR.AddrUnitTypeBranchAddrUnitType0OtherOtherRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType1ApartmentApartmentRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType10KeyKeyRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType11LobbyLobbyRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType12LotLotRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType13LowerLowerRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType14OfficeOfficeRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType15PenthousePenthouseRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType16PierPierRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType17RearRearRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType18RoomRoomRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType19SideSideRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType2SuiteSuiteRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType20SlipSlipRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType21SpaceSpaceRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType22StopStopRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType23TrailerTrailerRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType24UpperUpperRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType3FloorFloorRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType4UnitUnitRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType5BuildingBuildingRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType6DepartmentDepartmentRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType7BasementBasementRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType8FrontFrontRepBranch/Broker-Dealer3/27/2017
BR.AddrUnitTypeBranchAddrUnitType9HangerHangerRepBranch/Broker-Dealer3/27/2017
BR.PhoneNumFormatBranchPhoneNumFormat0OtherOtherRepBranch/Broker-Dealer5/5/2016
BR.PhoneNumFormatBranchPhoneNumFormat1DomesticDomesticRepBranch/Broker-Dealer5/5/2016
BR.PhoneNumFormatBranchPhoneNumFormat2InternationalInternationalRepBranch/Broker-Dealer5/5/2016
BR.PrimaryAddressBranchPrimaryAddress1Primary AddressPrimary AddressRepBranch/Broker-Dealer12/5/2022
BD.AddrTypeBrokerDealerAddrType0OtherOtherRepBranch/Broker-Dealer6/9/2005
BD.AddrTypeBrokerDealerAddrType1HomeHome or Legal addressRepBranch/Broker-Dealer6/9/2005
BD.AddrTypeBrokerDealerAddrType2MailingMailing addressRepBranch/Broker-Dealer6/9/2005
BD.AddrTypeBrokerDealerAddrType3Primary ResidenceAddress of primary residenceRepBranch/Broker-Dealer6/9/2005
BD.AddrTypeBrokerDealerAddrType4OfficeOffice addressRepBranch/Broker-Dealer6/9/2005
BD.AddrTypeBrokerDealerAddrType5Birth PlacePlace of birth addressRepBranch/Broker-Dealer6/9/2005
BD.AddrTypeBrokerDealerAddrType6EmployerEmployer's addressRepBranch/Broker-Dealer6/9/2005
BD.AddrTypeBrokerDealerAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedRepBranch/Broker-Dealer6/9/2005
BD.AddrTypeBrokerDealerAddrType8Branch AddressBranch AddressRepBranch/Broker-Dealer6/9/2005
BD.AddrTypeBrokerDealerAddrType9Broker/Dealer AddressBroker/Dealer AddressRepBranch/Broker-Dealer6/9/2005
BD.AddrUnitTypeBrokerDealerAddrUnitType0OtherOtherRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType1ApartmentApartmentRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType10KeyKeyRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType11LobbyLobbyRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType12LotLotRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType13LowerLowerRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType14OfficeOfficeRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType15PenthousePenthouseRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType16PierPierRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType17RearRearRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType18RoomRoomRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType19SideSideRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType2SuiteSuiteRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType20SlipSlipRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType21SpaceSpaceRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType22StopStopRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType23TrailerTrailerRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType24UpperUpperRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType3FloorFloorRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType4UnitUnitRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType5BuildingBuildingRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType6DepartmentDepartmentRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType7BasementBasementRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType8FrontFrontRepBranch/Broker-Dealer3/27/2017
BD.AddrUnitTypeBrokerDealerAddrUnitType9HangerHangerRepBranch/Broker-Dealer3/27/2017
BD.PhoneNumFormatBrokerDealerPhoneNumFormat0OtherOtherRepBranch/Broker-Dealer5/5/2016
BD.PhoneNumFormatBrokerDealerPhoneNumFormat1DomesticDomesticRepBranch/Broker-Dealer5/5/2016
BD.PhoneNumFormatBrokerDealerPhoneNumFormat2InternationalInternationalRepBranch/Broker-Dealer5/5/2016
BD.PrimaryAddressBrokerDealerPrimaryAddress1Primary AddressPrimary AddressRepBranch/Broker-Dealer12/5/2022
PBD.AddrTypePriorBrokerDealerAddrType0OtherOtherRepBranch/Broker-Dealer6/9/2005
PBD.AddrTypePriorBrokerDealerAddrType1HomeHome or Legal addressRepBranch/Broker-Dealer6/9/2005
PBD.AddrTypePriorBrokerDealerAddrType2MailingMailing addressRepBranch/Broker-Dealer6/9/2005
PBD.AddrTypePriorBrokerDealerAddrType3Primary ResidenceAddress of primary residenceRepBranch/Broker-Dealer6/9/2005
PBD.AddrTypePriorBrokerDealerAddrType4OfficeOffice addressRepBranch/Broker-Dealer6/9/2005
PBD.AddrTypePriorBrokerDealerAddrType5Birth PlacePlace of birth addressRepBranch/Broker-Dealer6/9/2005
PBD.AddrTypePriorBrokerDealerAddrType6EmployerEmployer's addressRepBranch/Broker-Dealer6/9/2005
PBD.AddrTypePriorBrokerDealerAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedRepBranch/Broker-Dealer6/9/2005
PBD.AddrTypePriorBrokerDealerAddrType8Branch AddressBranch AddressRepBranch/Broker-Dealer6/9/2005
PBD.AddrTypePriorBrokerDealerAddrType9Broker/Dealer AddressBroker/Dealer AddressRepBranch/Broker-Dealer6/9/2005
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType0OtherOtherRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType1ApartmentApartmentRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType10KeyKeyRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType11LobbyLobbyRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType12LotLotRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType13LowerLowerRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType14OfficeOfficeRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType15PenthousePenthouseRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType16PierPierRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType17RearRearRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType18RoomRoomRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType19SideSideRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType2SuiteSuiteRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType20SlipSlipRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType21SpaceSpaceRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType22StopStopRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType23TrailerTrailerRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType24UpperUpperRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType3FloorFloorRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType4UnitUnitRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType5BuildingBuildingRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType6DepartmentDepartmentRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType7BasementBasementRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType8FrontFrontRepBranch/Broker-Dealer3/27/2017
PBD.AddrUnitTypePriorBrokerDealerAddrUnitType9HangerHangerRepBranch/Broker-Dealer3/27/2017
PBD.PhoneNumFormatPriorBrokerDealerPhoneNumFormat0OtherOtherRepBranch/Broker-Dealer5/5/2016
PBD.PhoneNumFormatPriorBrokerDealerPhoneNumFormat1DomesticDomesticRepBranch/Broker-Dealer5/5/2016
PBD.PhoneNumFormatPriorBrokerDealerPhoneNumFormat2InternationalInternationalRepBranch/Broker-Dealer5/5/2016
PBD.PrimaryAddressPriorBrokerDealerPrimaryAddress1Primary AddressPrimary AddressRepBranch/Broker-Dealer12/5/2022
AcctRoleAccountRole0OtherOtherClientClient Personal Info7/20/2007
AcctRoleAccountRole1Primary InvestorPrimary Investor / Primary Account HolderClientClient Personal Info7/20/2007
AcctRoleAccountRole2Primary & Joint Investors or MinorPrimary & Joint Investors or Minor / Primary and Joint Account HoldersClientClient Personal Info7/20/2007
AcctRoleAccountRole3Joint Investor or MinorJoint Investor or Minor / Joint Account Holder Or MinorClientClient Personal Info7/20/2007
AcctRoleAccountRole4PartnerPartnerClientClient Personal Info11/6/2017
AcctRoleAccountRole5ExecutorExecutorClientClient Personal Info11/6/2017
AcctRoleAccountRole6POAPower of AttorneyClientClient Personal Info11/6/2017
AcctRoleAccountRole7GuardianGuardianClientClient Personal Info11/6/2017
AdvisorControlledFundAdvisorControlledFundNoNoNoClientClient Personal Info8/9/2023
AdvisorControlledFundAdvisorControlledFundYesYesYesClientClient Personal Info8/9/2023
BenClassPersonBenClassPersonNoNoNoClientClient Personal Info8/14/2023
BenClassPersonBenClassPersonYesYesYesClientClient Personal Info8/14/2023
BenLivingNaturalPersonBenLivingNaturalPersonNoNoNoClientClient Personal Info8/14/2023
BenLivingNaturalPersonBenLivingNaturalPersonYesYesYesClientClient Personal Info8/14/2023
BenReceivingDistributionsBenReceivingDistributionsNoNoNoClientClient Personal Info8/14/2023
BenReceivingDistributionsBenReceivingDistributionsYesYesYesClientClient Personal Info8/14/2023
BenVestedInterestBenVestedInterestNoNoNoClientClient Personal Info8/14/2023
BenVestedInterestBenVestedInterestYesYesYesClientClient Personal Info8/14/2023
BP.AddrTypeBirthPlaceAddrType0OtherOtherClientClient Personal Info6/9/2005
BP.AddrTypeBirthPlaceAddrType1HomeHome or Legal addressClientClient Personal Info6/9/2005
BP.AddrTypeBirthPlaceAddrType2MailingMailing addressClientClient Personal Info6/9/2005
BP.AddrTypeBirthPlaceAddrType3Primary ResidenceAddress of primary residenceClientClient Personal Info6/9/2005
BP.AddrTypeBirthPlaceAddrType4OfficeOffice addressClientClient Personal Info6/9/2005
BP.AddrTypeBirthPlaceAddrType5Birth PlacePlace of birth addressClientClient Personal Info6/9/2005
BP.AddrTypeBirthPlaceAddrType6EmployerEmployer's addressClientClient Personal Info6/9/2005
BP.AddrTypeBirthPlaceAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientClient Personal Info6/9/2005
BP.AddrTypeBirthPlaceAddrType8Branch AddressBranch AddressClientClient Personal Info6/9/2005
BP.AddrTypeBirthPlaceAddrType9Broker/Dealer AddressBroker/Dealer AddressClientClient Personal Info6/9/2005
BP.AddrUnitTypeBirthPlaceAddrUnitType0OtherOtherClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType1ApartmentApartmentClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType10KeyKeyClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType11LobbyLobbyClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType12LotLotClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType13LowerLowerClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType14OfficeOfficeClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType15PenthousePenthouseClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType16PierPierClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType17RearRearClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType18RoomRoomClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType19SideSideClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType2SuiteSuiteClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType20SlipSlipClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType21SpaceSpaceClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType22StopStopClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType23TrailerTrailerClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType24UpperUpperClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType3FloorFloorClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType4UnitUnitClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType5BuildingBuildingClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType6DepartmentDepartmentClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType7BasementBasementClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType8FrontFrontClientClient Personal Info3/27/2017
BP.AddrUnitTypeBirthPlaceAddrUnitType9HangerHangerClientClient Personal Info3/27/2017
BP.PhoneNumFormatBirthPlacePhoneNumFormat0OtherOtherClientClient Personal Info5/5/2016
BP.PhoneNumFormatBirthPlacePhoneNumFormat1DomesticDomesticClientClient Personal Info5/5/2016
BP.PhoneNumFormatBirthPlacePhoneNumFormat2InternationalInternationalClientClient Personal Info5/5/2016
BP.PrimaryAddressBirthPlacePrimaryAddress1Primary AddressPrimary AddressClientClient Personal Info12/5/2022
BusinessTrustBusinessTrust1Business TrustBusiness TrustClientClient Personal Info8/18/2023
BusScopeTypeBusScopeType0OtherOtherClientClient Personal Info8/9/2023
BusScopeTypeBusScopeType1Commercial/operating businessCommercial/operating businessClientClient Personal Info8/9/2023
BusScopeTypeBusScopeType2Financial InstituionFinancial InstituionClientClient Personal Info8/9/2023
BusScopeTypeBusScopeType3Personal Investment CompanyPersonal Investment CompanyClientClient Personal Info8/9/2023
CitizenshipTypeCitizenshipType0OtherOtherClientClient Personal Info6/9/2005
CitizenshipTypeCitizenshipType1US CitizenUS CitizenClientClient Personal Info6/9/2005
CitizenshipTypeCitizenshipType2Resident AlienResident AlienClientClient Personal Info6/9/2005
CitizenshipTypeCitizenshipType3Non-Resident AlienNon-Resident AlienClientClient Personal Info6/9/2005
CitizenshipTypeCitizenshipType4US Legal EntityCorporation, Partnership, LLC, TrustClientClient Personal Info3/30/2006
CitizenshipTypeCitizenshipType5Non-Resident US CitizenUS Citizen residing outside the USClientClient Personal Info8/6/2015
CitizenshipTypeCitizenshipType6Non-US CitizenUS Citizen residing outside the USClientClient Personal Info8/3/2016
ConsultBrokerConsultBroker1YesYesClientClient Personal Info12/5/2022
ConsultBrokerConsultBrokerNoNoNoClientClient Personal Info12/5/2022
ConsultBrokerConsultBrokerYesYesYesClientClient Personal Info12/5/2022
ConsultFamilyConsultFamily1YesYesClientClient Personal Info12/5/2022
ConsultFamilyConsultFamilyNoNoNoClientClient Personal Info12/5/2022
ConsultFamilyConsultFamilyYesYesYesClientClient Personal Info12/5/2022
ConsultSelfConsultSelf1YesYesClientClient Personal Info12/5/2022
ConsultSelfConsultSelfNoNoNoClientClient Personal Info12/5/2022
ConsultSelfConsultSelfYesYesYesClientClient Personal Info12/5/2022
DOBTypeDateOfBirthType0OtherOtherClientClient Personal Info6/9/2005
DOBTypeDateOfBirthType1Date of BirthDate of BirthClientClient Personal Info6/9/2005
DOBTypeDateOfBirthType2Trust DateTrust DateClientClient Personal Info6/9/2005
DL.IDTypeDriverLicenseIDType0OtherOtherClientClient Personal Info6/9/2005
DL.IDTypeDriverLicenseIDType1PassportPassportClientClient Personal Info6/9/2005
DL.IDTypeDriverLicenseIDType10I94I94ClientClient Personal Info7/26/2017
DL.IDTypeDriverLicenseIDType11I797I797ClientClient Personal Info7/26/2017
DL.IDTypeDriverLicenseIDType12Advance ParoleAdvance ParoleClientClient Personal Info7/26/2017
DL.IDTypeDriverLicenseIDType2Drivers LicenseDrivers LicenseClientClient Personal Info6/9/2005
DL.IDTypeDriverLicenseIDType3Identification CardIdentification CardClientClient Personal Info6/9/2005
DL.IDTypeDriverLicenseIDType4Alien Registration Card (Green Card)Alien Registration Card (Green Card)ClientClient Personal Info6/9/2005
DL.IDTypeDriverLicenseIDType5Employer Authorization Document (EAD)Employer Authorization Document (EAD)ClientClient Personal Info8/5/2005
DL.IDTypeDriverLicenseIDType6Passport without VisaPassport without VisaClientClient Personal Info8/5/2005
DL.IDTypeDriverLicenseIDType7Non-DocumentedNon-documentaryClientClient Personal Info4/6/2006
DL.IDTypeDriverLicenseIDType8Military IDMilitary IDClientClient Personal Info4/8/2016
DL.IDTypeDriverLicenseIDType9VisaVisaClientClient Personal Info4/8/2016
DL.IDVerifiedDriverLicenseIDVerified0OTHROther ID VendorClientClient Personal Info3/18/2020
DL.IDVerifiedDriverLicenseIDVerified1CDCRCompliance Data Center Inc. ReportClientClient Personal Info3/18/2020
DL.IDVerifiedDriverLicenseIDVerified2RDCRRegulatory Data CorporationClientClient Personal Info3/18/2020
DL.IDVerifiedDriverLicenseIDVerified3INRVInternal ReviewClientClient Personal Info3/18/2020
DL.IDVerifyMethodDriverLicenseIDVerifyMethod0OtherOtherClientClient Personal Info4/8/2016
DL.IDVerifyMethodDriverLicenseIDVerifyMethod1Contacted ClientContacted ClientClientClient Personal Info4/8/2016
DL.IDVerifyMethodDriverLicenseIDVerifyMethod2Independently Verified IdentityIndependently Verified IdentityClientClient Personal Info4/8/2016
DL.IDVerifyMethodDriverLicenseIDVerifyMethod3Checked References w/ EmployerChecked References w/ EmployerClientClient Personal Info4/8/2016
DL.IDVerifyMethodDriverLicenseIDVerifyMethod4Obtained Financial StatementObtained Financial StatementClientClient Personal Info4/8/2016
DL.IDVerifyMethodDriverLicenseIDVerifyMethod5Obtained Utility or Phone BillObtained Utility or Phone BillClientClient Personal Info4/8/2016
DL.IDVerifyMethodDriverLicenseIDVerifyMethod6Obtained Property Tax BillObtained Property Tax BillClientClient Personal Info4/8/2016
DL.IDVerifyMethodDriverLicenseIDVerifyMethod7Used Reverse Phone DirectoryUsed Reverse Phone DirectoryClientClient Personal Info4/8/2016
EntityTypeEntityType0OtherOtherClientClient Personal Info6/9/2005
EntityTypeEntityType1IndividualIndividualClientClient Personal Info6/9/2005
EntityTypeEntityType2EntityEntityClientClient Personal Info6/9/2005
EntityTypeEntityType3CorporationCorporationClientClient Personal Info4/5/2008
EntityTypeEntityType4TrustTrustClientClient Personal Info4/5/2008
EntityTypeEntityType5PartnershipPartnershipClientClient Personal Info4/5/2008
EntityTypeEntityType6S CorporationS CorporationClientClient Personal Info12/5/2018
EntityTypeEntityType7Limited Liability Company (LLC)LLCClientClient Personal Info12/5/2018
FeeTypeFeeType0OtherOtherClientClient Personal Info4/5/2016
FeeTypeFeeType1CommissionCommissionClientClient Personal Info4/5/2016
FeeTypeFeeType2FeeFeeClientClient Personal Info4/5/2016
FeeTypeFeeType3Direct ChoiceDirect Choice program typeClientClient Personal Info3/26/2019
FinancialInstitutionTypeFinancialInstitutionType0Other Financial InstitutionOther Financial InstitutionClientClient Personal Info8/9/2023
FinancialInstitutionTypeFinancialInstitutionType1BankBankClientClient Personal Info8/9/2023
FinancialInstitutionTypeFinancialInstitutionType2Securities FirmSecurities FirmClientClient Personal Info8/9/2023
FinancialInstitutionTypeFinancialInstitutionType3Insurance CompanyInsurance CompanyClientClient Personal Info8/9/2023
FinancialInstitutionTypeFinancialInstitutionType4Mutual Fund/Hedge FundMutual Fund/Hedge FundClientClient Personal Info8/9/2023
FinancialInstitutionTypeFinancialInstitutionType5Money Exchange HouseMoney Exchange HouseClientClient Personal Info8/9/2023
FirmAuthAgentFirmAuthAgentNoNoNoClientClient Personal Info8/9/2023
FirmAuthAgentFirmAuthAgentYesYesYesClientClient Personal Info8/9/2023
GenderGender0OtherOtherClientClient Personal Info6/9/2005
GenderGender1MaleMaleClientClient Personal Info6/9/2005
GenderGender2FemaleFemaleClientClient Personal Info6/9/2005
GenderGender0OtherOtherRepClient Personal Info5/19/2020
GenderGender1MaleMaleRepClient Personal Info5/19/2020
GenderGender2FemaleFemaleRepClient Personal Info5/19/2020
GOV2.IDTypeGovt2IDType0OtherOtherClientClient Personal Info6/9/2005
GOV2.IDTypeGovt2IDType1PassportPassportClientClient Personal Info6/9/2005
GOV2.IDTypeGovt2IDType10I94I94ClientClient Personal Info7/26/2017
GOV2.IDTypeGovt2IDType11I797I797ClientClient Personal Info7/26/2017
GOV2.IDTypeGovt2IDType12Advance ParoleAdvance ParoleClientClient Personal Info7/26/2017
GOV2.IDTypeGovt2IDType2Drivers LicenseDrivers LicenseClientClient Personal Info6/9/2005
GOV2.IDTypeGovt2IDType3Identification CardIdentification CardClientClient Personal Info6/9/2005
GOV2.IDTypeGovt2IDType4Alien Registration Card (Green Card)Alien Registration Card (Green Card)ClientClient Personal Info6/9/2005
GOV2.IDTypeGovt2IDType5Employer Authorization Document (EAD)Employer Authorization Document (EAD)ClientClient Personal Info8/5/2005
GOV2.IDTypeGovt2IDType6Passport without VisaPassport without VisaClientClient Personal Info8/5/2005
GOV2.IDTypeGovt2IDType7Non-DocumentedNon-documentaryClientClient Personal Info4/6/2006
GOV2.IDTypeGovt2IDType8Military IDMilitary IDClientClient Personal Info4/8/2016
GOV2.IDTypeGovt2IDType9VisaVisaClientClient Personal Info4/8/2016
GOV2.IDVerifiedGovt2IDVerified0OTHROther ID VendorClientClient Personal Info3/18/2020
GOV2.IDVerifiedGovt2IDVerified1CDCRCompliance Data Center Inc. ReportClientClient Personal Info3/18/2020
GOV2.IDVerifiedGovt2IDVerified2RDCRRegulatory Data CorporationClientClient Personal Info3/18/2020
GOV2.IDVerifiedGovt2IDVerified3INRVInternal ReviewClientClient Personal Info3/18/2020
GOV2.IDVerifyMethodGovt2IDVerifyMethod0OtherOtherClientClient Personal Info4/8/2016
GOV2.IDVerifyMethodGovt2IDVerifyMethod1Contacted ClientContacted ClientClientClient Personal Info4/8/2016
GOV2.IDVerifyMethodGovt2IDVerifyMethod2Independently Verified IdentityIndependently Verified IdentityClientClient Personal Info4/8/2016
GOV2.IDVerifyMethodGovt2IDVerifyMethod3Checked References w/ EmployerChecked References w/ EmployerClientClient Personal Info4/8/2016
GOV2.IDVerifyMethodGovt2IDVerifyMethod4Obtained Financial StatementObtained Financial StatementClientClient Personal Info4/8/2016
GOV2.IDVerifyMethodGovt2IDVerifyMethod5Obtained Utility or Phone BillObtained Utility or Phone BillClientClient Personal Info4/8/2016
GOV2.IDVerifyMethodGovt2IDVerifyMethod6Obtained Property Tax BillObtained Property Tax BillClientClient Personal Info4/8/2016
GOV2.IDVerifyMethodGovt2IDVerifyMethod7Used Reverse Phone DirectoryUsed Reverse Phone DirectoryClientClient Personal Info4/8/2016
GOV.IDTypeGovtIDType0OtherOtherClientClient Personal Info6/9/2005
GOV.IDTypeGovtIDType1PassportPassportClientClient Personal Info6/9/2005
GOV.IDTypeGovtIDType10I94I94ClientClient Personal Info7/26/2017
GOV.IDTypeGovtIDType11I797I797ClientClient Personal Info7/26/2017
GOV.IDTypeGovtIDType12Advance ParoleAdvance ParoleClientClient Personal Info7/26/2017
GOV.IDTypeGovtIDType2Drivers LicenseDrivers LicenseClientClient Personal Info6/9/2005
GOV.IDTypeGovtIDType3Identification CardIdentification CardClientClient Personal Info6/9/2005
GOV.IDTypeGovtIDType4Alien Registration Card (Green Card)Alien Registration Card (Green Card)ClientClient Personal Info6/9/2005
GOV.IDTypeGovtIDType5Employer Authorization Document (EAD)Employer Authorization Document (EAD)ClientClient Personal Info8/5/2005
GOV.IDTypeGovtIDType6Passport without VisaPassport without VisaClientClient Personal Info8/5/2005
GOV.IDTypeGovtIDType7Non-DocumentedNon-documentaryClientClient Personal Info4/6/2006
GOV.IDTypeGovtIDType8Military IDMilitary IDClientClient Personal Info4/8/2016
GOV.IDTypeGovtIDType9VisaVisaClientClient Personal Info4/8/2016
GOV.IDVerifiedGovtIDVerified0OTHROther ID VendorClientClient Personal Info3/18/2020
GOV.IDVerifiedGovtIDVerified1CDCRCompliance Data Center Inc. ReportClientClient Personal Info3/18/2020
GOV.IDVerifiedGovtIDVerified2RDCRRegulatory Data CorporationClientClient Personal Info3/18/2020
GOV.IDVerifiedGovtIDVerified3INRVInternal ReviewClientClient Personal Info3/18/2020
GOV.IDVerifyMethodGovtIDVerifyMethod0OtherOtherClientClient Personal Info4/8/2016
GOV.IDVerifyMethodGovtIDVerifyMethod1Contacted ClientContacted ClientClientClient Personal Info4/8/2016
GOV.IDVerifyMethodGovtIDVerifyMethod2Independently Verified IdentityIndependently Verified IdentityClientClient Personal Info4/8/2016
GOV.IDVerifyMethodGovtIDVerifyMethod3Checked References w/ EmployerChecked References w/ EmployerClientClient Personal Info4/8/2016
GOV.IDVerifyMethodGovtIDVerifyMethod4Obtained Financial StatementObtained Financial StatementClientClient Personal Info4/8/2016
GOV.IDVerifyMethodGovtIDVerifyMethod5Obtained Utility or Phone BillObtained Utility or Phone BillClientClient Personal Info4/8/2016
GOV.IDVerifyMethodGovtIDVerifyMethod6Obtained Property Tax BillObtained Property Tax BillClientClient Personal Info4/8/2016
GOV.IDVerifyMethodGovtIDVerifyMethod7Used Reverse Phone DirectoryUsed Reverse Phone DirectoryClientClient Personal Info4/8/2016
GrantorTypeGrantorType1IndividualIndividualClientClient Personal Info8/14/2023
GrantorTypeGrantorType2OrganizationOrganizationClientClient Personal Info8/14/2023
GrantorTypeGrantorType3TrustTrustClientClient Personal Info8/14/2023
HoldAssetsOtherFirmHoldAssetsOtherFirmNoNoNoClientClient Personal Info8/9/2023
HoldAssetsOtherFirmHoldAssetsOtherFirmYesYesYesClientClient Personal Info8/9/2023
IABenefitsOrgIABenefitsOrgNoNoNoClientClient Personal Info8/9/2023
IABenefitsOrgIABenefitsOrgYesYesYesClientClient Personal Info8/9/2023
IABusinessOperationsIABusinessOperationsNoNoNoClientClient Personal Info8/9/2023
IABusinessOperationsIABusinessOperationsYesYesYesClientClient Personal Info8/9/2023
IAEstablishmentIAEstablishmentNoNoNoClientClient Personal Info8/9/2023
IAEstablishmentIAEstablishmentYesYesYesClientClient Personal Info8/9/2023
ImmigrationStatusImmigrationStatus0OtherOtherClientClient Personal Info6/9/2005
ImmigrationStatusImmigrationStatus1Permanent ResidentPermanent ResidentClientClient Personal Info6/9/2005
ImmigrationStatusImmigrationStatus2Non-Permanent ResidentNon-Permanent ResidentClientClient Personal Info6/9/2005
ImmigrationStatusImmigrationStatus3Non-ResidentNon-ResidentClientClient Personal Info6/9/2005
InvestmentClubInvestmentClub1Check here if you are an investment clubCheck here if you are an investment clubClientClient Personal Info8/9/2023
IRSBackupWithholdIRSBackupWithhold1Subject to backup withholdingSubject to backup withholdingClientClient Personal Info12/5/2022
L.AddrTypeLAddrType0OtherOtherClientClient Personal Info6/9/2005
L.AddrTypeLAddrType1HomeHome or Legal addressClientClient Personal Info6/9/2005
L.AddrTypeLAddrType2MailingMailing addressClientClient Personal Info6/9/2005
L.AddrTypeLAddrType3Primary ResidenceAddress of primary residenceClientClient Personal Info6/9/2005
L.AddrTypeLAddrType4OfficeOffice addressClientClient Personal Info6/9/2005
L.AddrTypeLAddrType5Birth PlacePlace of birth addressClientClient Personal Info6/9/2005
L.AddrTypeLAddrType6EmployerEmployer's addressClientClient Personal Info6/9/2005
L.AddrTypeLAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientClient Personal Info6/9/2005
L.AddrTypeLAddrType8Branch AddressBranch AddressClientClient Personal Info6/9/2005
L.AddrTypeLAddrType9Broker/Dealer AddressBroker/Dealer AddressClientClient Personal Info6/9/2005
L.AddrUnitTypeLAddrUnitType0OtherOtherClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType1ApartmentApartmentClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType10KeyKeyClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType11LobbyLobbyClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType12LotLotClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType13LowerLowerClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType14OfficeOfficeClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType15PenthousePenthouseClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType16PierPierClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType17RearRearClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType18RoomRoomClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType19SideSideClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType2SuiteSuiteClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType20SlipSlipClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType21SpaceSpaceClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType22StopStopClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType23TrailerTrailerClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType24UpperUpperClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType3FloorFloorClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType4UnitUnitClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType5BuildingBuildingClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType6DepartmentDepartmentClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType7BasementBasementClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType8FrontFrontClientClient Personal Info3/27/2017
L.AddrUnitTypeLAddrUnitType9HangerHangerClientClient Personal Info3/27/2017
L.PhoneNumFormatLPhoneNumFormat0OtherOtherClientClient Personal Info5/5/2016
L.PhoneNumFormatLPhoneNumFormat1DomesticDomesticClientClient Personal Info5/5/2016
L.PhoneNumFormatLPhoneNumFormat2InternationalInternationalClientClient Personal Info5/5/2016
L.PrimaryAddressLPrimaryAddress1Primary AddressPrimary AddressClientClient Personal Info12/5/2022
MarriedMaritalStatus0OtherOtherClientClient Personal Info6/9/2005
MarriedMaritalStatus1SingleSingleClientClient Personal Info6/9/2005
MarriedMaritalStatus2MarriedMarriedClientClient Personal Info6/9/2005
MarriedMaritalStatus3DivorcedDivorcedClientClient Personal Info6/9/2005
MarriedMaritalStatus4SeparatedSeparatedClientClient Personal Info8/12/2005
MarriedMaritalStatus5WidowedWidowedClientClient Personal Info8/12/2005
MarriedMaritalStatus6Domestic PartnerDomestic PartnerClientClient Personal Info12/8/2013
MarriedMaritalStatus7Married Tax SingleMarried, but withhold at single tax rateClientClient Personal Info7/18/2014
MarriedMaritalStatus8AnnulledMarriage was annulledClientClient Personal Info11/6/2017
NewClientNewClient0OtherOtherClientClient Personal Info9/27/2006
NewClientNewClient1NewNew ClientClientClient Personal Info9/27/2006
NewClientNewClient2ExistingExisting ClientClientClient Personal Info9/27/2006
NonGOV.IDTypeNonGOVIDType0OtherOtherClientClient Personal Info6/9/2005
NonGOV.IDTypeNonGOVIDType1PassportPassportClientClient Personal Info6/9/2005
NonGOV.IDTypeNonGOVIDType10I94I94ClientClient Personal Info7/26/2017
NonGOV.IDTypeNonGOVIDType11I797I797ClientClient Personal Info7/26/2017
NonGOV.IDTypeNonGOVIDType12Advance ParoleAdvance ParoleClientClient Personal Info7/26/2017
NonGOV.IDTypeNonGOVIDType2Drivers LicenseDrivers LicenseClientClient Personal Info6/9/2005
NonGOV.IDTypeNonGOVIDType3Identification CardIdentification CardClientClient Personal Info6/9/2005
NonGOV.IDTypeNonGOVIDType4Alien Registration Card (Green Card)Alien Registration Card (Green Card)ClientClient Personal Info6/9/2005
NonGOV.IDTypeNonGOVIDType5Employer Authorization Document (EAD)Employer Authorization Document (EAD)ClientClient Personal Info8/5/2005
NonGOV.IDTypeNonGOVIDType6Passport without VisaPassport without VisaClientClient Personal Info8/5/2005
NonGOV.IDTypeNonGOVIDType7Non-DocumentedNon-documentaryClientClient Personal Info4/6/2006
NonGOV.IDTypeNonGOVIDType8Military IDMilitary IDClientClient Personal Info4/8/2016
NonGOV.IDTypeNonGOVIDType9VisaVisaClientClient Personal Info4/8/2016
NonGOV.IDVerifiedNonGOVIDVerified0OTHROther ID VendorClientClient Personal Info3/18/2020
NonGOV.IDVerifiedNonGOVIDVerified1CDCRCompliance Data Center Inc. ReportClientClient Personal Info3/18/2020
NonGOV.IDVerifiedNonGOVIDVerified2RDCRRegulatory Data CorporationClientClient Personal Info3/18/2020
NonGOV.IDVerifiedNonGOVIDVerified3INRVInternal ReviewClientClient Personal Info3/18/2020
NonGOV.IDVerifyMethodNonGOVIDVerifyMethod0OtherOtherClientClient Personal Info4/8/2016
NonGOV.IDVerifyMethodNonGOVIDVerifyMethod1Contacted ClientContacted ClientClientClient Personal Info4/8/2016
NonGOV.IDVerifyMethodNonGOVIDVerifyMethod2Independently Verified IdentityIndependently Verified IdentityClientClient Personal Info4/8/2016
NonGOV.IDVerifyMethodNonGOVIDVerifyMethod3Checked References w/ EmployerChecked References w/ EmployerClientClient Personal Info4/8/2016
NonGOV.IDVerifyMethodNonGOVIDVerifyMethod4Obtained Financial StatementObtained Financial StatementClientClient Personal Info4/8/2016
NonGOV.IDVerifyMethodNonGOVIDVerifyMethod5Obtained Utility or Phone BillObtained Utility or Phone BillClientClient Personal Info4/8/2016
NonGOV.IDVerifyMethodNonGOVIDVerifyMethod6Obtained Property Tax BillObtained Property Tax BillClientClient Personal Info4/8/2016
NonGOV.IDVerifyMethodNonGOVIDVerifyMethod7Used Reverse Phone DirectoryUsed Reverse Phone DirectoryClientClient Personal Info4/8/2016
NoOrgRegNumNoOrgRegNum1No Organization Registration NumberNo Organization Registration NumberClientClient Personal Info8/9/2023
OrgPrimaryBusOrgPrimaryBus1Financial InstituionFinancial InstituionClientClient Personal Info8/9/2023
OrgPrimaryBusOrgPrimaryBus2Operating EntityOperating EntityClientClient Personal Info8/9/2023
OrgPrimaryBusOrgPrimaryBus3Non-Operating EntityNon-Operating EntityClientClient Personal Info8/9/2023
OrgPrimaryBusOrgPrimaryBus4Charitable OrganizationCharitable OrganizationClientClient Personal Info8/9/2023
OrgPrimaryBusOrgPrimaryBus5Governmental OrganizationGovernmental OrganizationClientClient Personal Info8/9/2023
OrgPrimaryBusOrgPrimaryBus6Tribal OrganizationTribal OrganizationClientClient Personal Info8/9/2023
PO.AddrTypePOBoxAddrType0OtherOtherClientClient Personal Info6/9/2005
PO.AddrTypePOBoxAddrType1HomeHome or Legal addressClientClient Personal Info6/9/2005
PO.AddrTypePOBoxAddrType2MailingMailing addressClientClient Personal Info6/9/2005
PO.AddrTypePOBoxAddrType3Primary ResidenceAddress of primary residenceClientClient Personal Info6/9/2005
PO.AddrTypePOBoxAddrType4OfficeOffice addressClientClient Personal Info6/9/2005
PO.AddrTypePOBoxAddrType5Birth PlacePlace of birth addressClientClient Personal Info6/9/2005
PO.AddrTypePOBoxAddrType6EmployerEmployer's addressClientClient Personal Info6/9/2005
PO.AddrTypePOBoxAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientClient Personal Info6/9/2005
PO.AddrTypePOBoxAddrType8Branch AddressBranch AddressClientClient Personal Info6/9/2005
PO.AddrTypePOBoxAddrType9Broker/Dealer AddressBroker/Dealer AddressClientClient Personal Info6/9/2005
PO.AddrUnitTypePOBoxAddrUnitType0OtherOtherClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType1ApartmentApartmentClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType10KeyKeyClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType11LobbyLobbyClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType12LotLotClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType13LowerLowerClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType14OfficeOfficeClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType15PenthousePenthouseClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType16PierPierClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType17RearRearClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType18RoomRoomClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType19SideSideClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType2SuiteSuiteClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType20SlipSlipClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType21SpaceSpaceClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType22StopStopClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType23TrailerTrailerClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType24UpperUpperClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType3FloorFloorClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType4UnitUnitClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType5BuildingBuildingClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType6DepartmentDepartmentClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType7BasementBasementClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType8FrontFrontClientClient Personal Info3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType9HangerHangerClientClient Personal Info3/27/2017
PO.PhoneNumFormatPOBoxPhoneNumFormat0OtherOtherClientClient Personal Info5/5/2016
PO.PhoneNumFormatPOBoxPhoneNumFormat1DomesticDomesticClientClient Personal Info5/5/2016
PO.PhoneNumFormatPOBoxPhoneNumFormat2InternationalInternationalClientClient Personal Info5/5/2016
PO.PrimaryAddressPOBoxPrimaryAddress1Primary AddressPrimary AddressClientClient Personal Info12/5/2022
PrefixPrefix0OtherOtherClientClient Personal Info11/13/2012
PrefixPrefix1Mr.MisterClientClient Personal Info11/13/2012
PrefixPrefix2Mrs.MissesClientClient Personal Info11/13/2012
PrefixPrefix3Ms.MisClientClient Personal Info11/13/2012
PrefixPrefix4EstateEstateClientClient Personal Info11/13/2012
PrefixPrefix5TrustTrustClientClient Personal Info11/13/2012
PrefixPrefix6Dr.DoctorClientClient Personal Info11/13/2012
PrefixPrefix7MissMissClientClient Personal Info11/13/2012
PrimaryEmailTypePrimaryEmailType0OtherOtherClientClient Personal Info4/26/2016
PrimaryEmailTypePrimaryEmailType1WorkBusiness or OfficeClientClient Personal Info4/26/2016
PrimaryEmailTypePrimaryEmailType2HomeHome or LegalClientClient Personal Info4/26/2016
PrimaryPhoneTypePrimaryPhoneType0OtherOtherClientClient Personal Info4/26/2016
PrimaryPhoneTypePrimaryPhoneType1WorkBusiness or OfficeClientClient Personal Info4/26/2016
PrimaryPhoneTypePrimaryPhoneType2HomeHome or LegalClientClient Personal Info4/26/2016
PrimaryPhoneTypePrimaryPhoneType3MobileCell or MobileClientClient Personal Info4/26/2016
PrimaryPhoneTypePrimaryPhoneType4SeasonalSeasonal or VacationClientClient Personal Info4/26/2016
PrimaryPhoneTypePrimaryPhoneType5VoicemailVoicemailClientClient Personal Info4/26/2016
PrimaryPhoneTypePrimaryPhoneType6FaxFaxClientClient Personal Info4/26/2016
RelToClientTypeRelationshipToClientType0OtherOtherClientClient Personal Info7/18/2014
RelToClientTypeRelationshipToClientType1OwnerOwnerClientClient Personal Info7/18/2014
RelToClientTypeRelationshipToClientType10ChildChildClientClient Personal Info9/7/2023
RelToClientTypeRelationshipToClientType11ParentParentClientClient Personal Info9/7/2023
RelToClientTypeRelationshipToClientType12SiblingSiblingClientClient Personal Info9/7/2023
RelToClientTypeRelationshipToClientType13FriendFriendClientClient Personal Info9/7/2023
RelToClientTypeRelationshipToClientType2TrusteeTrusteeClientClient Personal Info7/18/2014
RelToClientTypeRelationshipToClientType3AnnuitantAnnuitantClientClient Personal Info7/18/2014
RelToClientTypeRelationshipToClientType4SpouseSpouseClientClient Personal Info7/18/2014
RelToClientTypeRelationshipToClientType5Non-SpouseNon-SpouseClientClient Personal Info7/18/2014
RelToClientTypeRelationshipToClientType6MinorMinorClientClient Personal Info7/18/2014
RelToClientTypeRelationshipToClientType7CustodianCustodianClientClient Personal Info7/18/2014
RelToClientTypeRelationshipToClientType8Bank OwnerBank OwnerClientClient Personal Info7/18/2014
RelToClientTypeRelationshipToClientType9PartnerPartnerClientClient Personal Info9/7/2023
RelTypeRelType0OtherOtherClientClient Personal Info8/9/2023
RelTypeRelType1SpouseSpouseClientClient Personal Info8/9/2023
RelTypeRelType2PartnerPartnerClientClient Personal Info8/9/2023
RelTypeRelType3ChildChildClientClient Personal Info8/9/2023
RelTypeRelType4ParentParentClientClient Personal Info8/9/2023
RelTypeRelType5SiblingSiblingClientClient Personal Info8/9/2023
RelTypeRelType6FriendFriendClientClient Personal Info8/9/2023
R.AddrTypeResidentAddrType0OtherOtherClientClient Personal Info6/9/2005
R.AddrTypeResidentAddrType1HomeHome or Legal addressClientClient Personal Info6/9/2005
R.AddrTypeResidentAddrType2MailingMailing addressClientClient Personal Info6/9/2005
R.AddrTypeResidentAddrType3Primary ResidenceAddress of primary residenceClientClient Personal Info6/9/2005
R.AddrTypeResidentAddrType4OfficeOffice addressClientClient Personal Info6/9/2005
R.AddrTypeResidentAddrType5Birth PlacePlace of birth addressClientClient Personal Info6/9/2005
R.AddrTypeResidentAddrType6EmployerEmployer's addressClientClient Personal Info6/9/2005
R.AddrTypeResidentAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientClient Personal Info6/9/2005
R.AddrTypeResidentAddrType8Branch AddressBranch AddressClientClient Personal Info6/9/2005
R.AddrTypeResidentAddrType9Broker/Dealer AddressBroker/Dealer AddressClientClient Personal Info6/9/2005
R.AddrUnitTypeResidentAddrUnitType0OtherOtherClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType1ApartmentApartmentClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType10KeyKeyClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType11LobbyLobbyClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType12LotLotClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType13LowerLowerClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType14OfficeOfficeClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType15PenthousePenthouseClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType16PierPierClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType17RearRearClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType18RoomRoomClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType19SideSideClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType2SuiteSuiteClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType20SlipSlipClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType21SpaceSpaceClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType22StopStopClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType23TrailerTrailerClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType24UpperUpperClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType3FloorFloorClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType4UnitUnitClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType5BuildingBuildingClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType6DepartmentDepartmentClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType7BasementBasementClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType8FrontFrontClientClient Personal Info3/27/2017
R.AddrUnitTypeResidentAddrUnitType9HangerHangerClientClient Personal Info3/27/2017
R.PhoneNumFormatResidentPhoneNumFormat0OtherOtherClientClient Personal Info5/5/2016
R.PhoneNumFormatResidentPhoneNumFormat1DomesticDomesticClientClient Personal Info5/5/2016
R.PhoneNumFormatResidentPhoneNumFormat2InternationalInternationalClientClient Personal Info5/5/2016
R.PrimaryAddressResidentPrimaryAddress1Primary AddressPrimary AddressClientClient Personal Info12/5/2022
RoleTypeAuthAgentRoleTypeAuthAgent1Account Stakeholder Role Authorized AgentAccount Stakeholder Role Authorized AgentClientClient Personal Info8/9/2023
RoleTypeAuthAgentBenOwnRoleTypeAuthAgentBenOwn1Account Stakeholder Role Authorized Agent/Beneficial OwnerAccount Stakeholder Role Authorized Agent/Beneficial OwnerClientClient Personal Info8/9/2023
RoleTypeAuthIndRoleTypeAuthInd1Account Stakeholder Role Authorized IndividualAccount Stakeholder Role Authorized IndividualClientClient Personal Info8/9/2023
RoleTypeBenOwnRoleTypeBenOwn1Account Stakeholder Role Beneficial OwnerAccount Stakeholder Role Beneficial OwnerClientClient Personal Info8/9/2023
RoleTypeCtrlPersonRoleTypeCtrlPerson1Account Stakeholder Role Control PersonAccount Stakeholder Role Control PersonClientClient Personal Info8/9/2023
RoleTypeDecGrantRoleTypeDecGrant1Account Stakeholder Role Deceased GrantorAccount Stakeholder Role Deceased GrantorClientClient Personal Info8/9/2023
RoleTypeEntOwnRoleTypeEntOwn1Account Stakeholder Role Entity OwnerAccount Stakeholder Role Entity OwnerClientClient Personal Info8/9/2023
RoleTypeGrantRoleTypeGrant1Account Stakeholder Role GrantorAccount Stakeholder Role GrantorClientClient Personal Info8/9/2023
RoleTypeIndAppointRoleTypeIndAppoint1Account Stakeholder Role Individual with Appoint/Remove AuthorityAccount Stakeholder Role Individual with Appoint/Remove AuthorityClientClient Personal Info8/9/2023
RoleTypeIndRevokeRoleTypeIndRevoke1Account Stakeholder Role Individual with Revoke/Amend AuthorityAccount Stakeholder Role Individual with Revoke/Amend AuthorityClientClient Personal Info8/9/2023
SameAddrSameAddr1Same AddressSame AddressClientClient Personal Info12/5/2022
SameAddrEmpSameAddrEmp1Same Address as EmployerSame Address as EmployerClientClient Personal Info12/5/2022
SchwabAwarenessSchwabAwareness1General reputation/news coverageGeneral reputation/news coverageClientClient Personal Info8/9/2023
SchwabAwarenessSchwabAwareness2Traditional media advertising (such as a U.S. financial magazine)Traditional media advertising (such as a U.S. financial magazine)ClientClient Personal Info8/9/2023
SchwabAwarenessSchwabAwareness3Referred by another individualReferred by another individualClientClient Personal Info8/9/2023
SchwabAwarenessSchwabAwareness4Schwab WebsiteSchwab WebsiteClientClient Personal Info8/9/2023
SchwabAwarenessSchwabAwareness5Schwab web advertisementSchwab web advertisementClientClient Personal Info8/9/2023
S.AddrTypeSeasonalAddrType0OtherOtherClientClient Personal Info6/9/2005
S.AddrTypeSeasonalAddrType1HomeHome or Legal addressClientClient Personal Info6/9/2005
S.AddrTypeSeasonalAddrType2MailingMailing addressClientClient Personal Info6/9/2005
S.AddrTypeSeasonalAddrType3Primary ResidenceAddress of primary residenceClientClient Personal Info6/9/2005
S.AddrTypeSeasonalAddrType4OfficeOffice addressClientClient Personal Info6/9/2005
S.AddrTypeSeasonalAddrType5Birth PlacePlace of birth addressClientClient Personal Info6/9/2005
S.AddrTypeSeasonalAddrType6EmployerEmployer's addressClientClient Personal Info6/9/2005
S.AddrTypeSeasonalAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientClient Personal Info6/9/2005
S.AddrTypeSeasonalAddrType8Branch AddressBranch AddressClientClient Personal Info6/9/2005
S.AddrTypeSeasonalAddrType9Broker/Dealer AddressBroker/Dealer AddressClientClient Personal Info6/9/2005
S.AddrUnitTypeSeasonalAddrUnitType0OtherOtherClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType1ApartmentApartmentClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType10KeyKeyClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType11LobbyLobbyClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType12LotLotClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType13LowerLowerClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType14OfficeOfficeClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType15PenthousePenthouseClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType16PierPierClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType17RearRearClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType18RoomRoomClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType19SideSideClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType2SuiteSuiteClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType20SlipSlipClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType21SpaceSpaceClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType22StopStopClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType23TrailerTrailerClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType24UpperUpperClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType3FloorFloorClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType4UnitUnitClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType5BuildingBuildingClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType6DepartmentDepartmentClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType7BasementBasementClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType8FrontFrontClientClient Personal Info3/27/2017
S.AddrUnitTypeSeasonalAddrUnitType9HangerHangerClientClient Personal Info3/27/2017
S.PhoneNumFormatSeasonalPhoneNumFormat0OtherOtherClientClient Personal Info5/5/2016
S.PhoneNumFormatSeasonalPhoneNumFormat1DomesticDomesticClientClient Personal Info5/5/2016
S.PhoneNumFormatSeasonalPhoneNumFormat2InternationalInternationalClientClient Personal Info5/5/2016
S.PrimaryAddressSeasonalPrimaryAddress1Primary AddressPrimary AddressClientClient Personal Info12/5/2022
SecondaryPhoneTypeSecondaryPhoneType0OtherOtherClientClient Personal Info4/26/2016
SecondaryPhoneTypeSecondaryPhoneType1WorkBusiness or OfficeClientClient Personal Info4/26/2016
SecondaryPhoneTypeSecondaryPhoneType2HomeHome or LegalClientClient Personal Info4/26/2016
SecondaryPhoneTypeSecondaryPhoneType3MobileCell or MobileClientClient Personal Info4/26/2016
SecondaryPhoneTypeSecondaryPhoneType4SeasonalSeasonal or VacationClientClient Personal Info4/26/2016
SecondaryPhoneTypeSecondaryPhoneType5VoicemailVoicemailClientClient Personal Info4/26/2016
SecondaryPhoneTypeSecondaryPhoneType6FaxFaxClientClient Personal Info4/26/2016
SendConfirmSendConfirm1Send ConfirmationsSend ConfirmationsClientClient Personal Info12/5/2022
SendProxySendProxy1Send ProxiesSend ProxiesClientClient Personal Info12/5/2022
SendStatementSendStatement1Send StatementsSend StatementsClientClient Personal Info12/5/2022
SignAddr.AddrTypeSignatureAddressAddrType0OtherOtherClientClient Personal Info6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType1HomeHome or Legal addressClientClient Personal Info6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType2MailingMailing addressClientClient Personal Info6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType3Primary ResidenceAddress of primary residenceClientClient Personal Info6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType4OfficeOffice addressClientClient Personal Info6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType5Birth PlacePlace of birth addressClientClient Personal Info6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType6EmployerEmployer's addressClientClient Personal Info6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientClient Personal Info6/9/2005
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SmokerSmoker1Non-SmokerNon-SmokerClientClient Personal Info12/13/2022
SmokerSmoker2SmokerSmokerClientClient Personal Info12/13/2022
SmokerSmokerNoNoNoClientClient Personal Info5/23/2023
SmokerSmokerYesYesYesClientClient Personal Info5/23/2023
SSNTypeSocSecNumberType0OtherOtherClientClient Personal Info6/9/2005
SSNTypeSocSecNumberType1Social Security NumberSocial Security NumberClientClient Personal Info6/9/2005
SSNTypeSocSecNumberType2Tax IDTax IDClientClient Personal Info6/9/2005
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TitleTypePartnerTitleTypePartner1Title or Capacity of Individual PartnerTitle or Capacity of Individual PartnerClientClient Personal Info8/9/2023
TitleTypePresidentTitleTypePresident1Title or Capacity of Individual PresidentTitle or Capacity of Individual PresidentClientClient Personal Info8/9/2023
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TribeGovernedTrustTribeGovernedTrust1This is a tribe-governed trust that is created by the tribe or tribal members on reservation land and under tribal lawsThis is a tribe-governed trust that is created by the tribe or tribal members on reservation land and under tribal lawsClientClient Personal Info8/14/2023
TrustAmendedTrustAmendedNoNoNoClientClient Personal Info9/7/2023
TrustAmendedTrustAmendedYesYesYesClientClient Personal Info9/7/2023
TrustAmendRestatedTrustAmendRestatedNoNoNoClientClient Personal Info8/14/2023
TrustAmendRestatedTrustAmendRestatedYesYesYesClientClient Personal Info8/14/2023
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TrusteeAppointmentTypeTrusteeAppointmentType2Individual Trustee(s)Individual Trustee(s)ClientClient Personal Info9/7/2023
TrusteeAppointmentTypeTrusteeAppointmentType3Not applicable. A Trustee is not required to be named for this Plan because the Plan is exempt from the trust requirements under ERISA section 403Not applicable. A Trustee is not required to be named for this Plan because the Plan is exempt from the trust requirements under ERISA section 403ClientClient Personal Info9/7/2023
TrusteeGrantorTrustTrusteeGrantorTrustNoNoNoClientClient Personal Info8/14/2023
TrusteeGrantorTrustTrusteeGrantorTrustYesYesYesClientClient Personal Info8/14/2023
TrusteeTypeTrusteeType1Individual TrusteeIndividual TrusteeClientClient Personal Info8/14/2023
TrusteeTypeTrusteeType2Entity AgentEntity AgentClientClient Personal Info8/14/2023
TrusteeTypeTrusteeType3Directed TrusteeDirected TrusteeClientClient Personal Info9/7/2023
TrusteeTypeTrusteeType4Discretionary TrusteeDiscretionary TrusteeClientClient Personal Info9/7/2023
TrustRestatedTrustRestatedNoNoNoClientClient Personal Info9/7/2023
TrustRestatedTrustRestatedYesYesYesClientClient Personal Info9/7/2023
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TrustTypeTrustType3Testamentary Trust Created by Will or ProbateTestamentary Trust Created by Will or ProbateClientClient Personal Info9/7/2023
Under10PercOrgOwnershipUnder10PercOrgOwnership1No Single Individual or Legal Entity/Trust owns >10% of this OrganizationNo Single Individual or Legal Entity/Trust owns >10% of this OrganizationClientClient Personal Info9/7/2023
USRegisteredBDUSRegisteredBD1If the Organization is either a U.S. registered broker-dealer or a non-U.S. financial institution and if the assets in the Account are not customer assets, please check this box.If the Organization is either a U.S. registered broker-dealer or a non-U.S. financial institution and if the assets in the Account are not customer assets, please check this box.ClientClient Personal Info8/9/2023
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BR.AddrTypeBranchAddressAddrType4OfficeOffice addressFundSourceFundSource6/9/2005
BR.AddrTypeBranchAddressAddrType5Birth PlacePlace of birth addressFundSourceFundSource6/9/2005
BR.AddrTypeBranchAddressAddrType6EmployerEmployer's addressFundSourceFundSource6/9/2005
BR.AddrTypeBranchAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedFundSourceFundSource6/9/2005
BR.AddrTypeBranchAddressAddrType8Branch AddressBranch AddressFundSourceFundSource6/9/2005
BR.AddrTypeBranchAddressAddrType9Broker/Dealer AddressBroker/Dealer AddressFundSourceFundSource6/9/2005
BR.AddrUnitTypeBranchAddressAddrUnitType0OtherOtherFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType1ApartmentApartmentFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType10KeyKeyFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType11LobbyLobbyFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType12LotLotFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType13LowerLowerFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType14OfficeOfficeFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType15PenthousePenthouseFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType16PierPierFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType17RearRearFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType18RoomRoomFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType19SideSideFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType2SuiteSuiteFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType20SlipSlipFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType21SpaceSpaceFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType22StopStopFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType23TrailerTrailerFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType24UpperUpperFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType3FloorFloorFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType4UnitUnitFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType5BuildingBuildingFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType6DepartmentDepartmentFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType7BasementBasementFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType8FrontFrontFundSourceFundSource3/27/2017
BR.AddrUnitTypeBranchAddressAddrUnitType9HangerHangerFundSourceFundSource3/27/2017
BR.PhoneNumFormatBranchAddressPhoneNumFormat0OtherOtherFundSourceFundSource5/5/2016
BR.PhoneNumFormatBranchAddressPhoneNumFormat1DomesticDomesticFundSourceFundSource5/5/2016
BR.PhoneNumFormatBranchAddressPhoneNumFormat2InternationalInternationalFundSourceFundSource5/5/2016
BR.PrimaryAddressBranchAddressPrimaryAddress1Primary AddressPrimary AddressFundSourceFundSource12/5/2022
CurrencyTypeCurrencyType0OtherOtherFundSourceFundSource3/18/2020
CurrencyTypeCurrencyType1US DollarsUS DollarsFundSourceFundSource3/18/2020
FundSrcBankInformationFundSrcBankInformation1Bank InformationBank InformationAcctFundSource9/7/2023
FundSrcPersonalCheckFundSrcPersonalCheck1Personal CheckPersonal CheckAcctFundSource9/7/2023
H.AddrTypeHomeAddrType0OtherOtherFundSourceFundSource6/9/2005
H.AddrTypeHomeAddrType1HomeHome or Legal addressFundSourceFundSource6/9/2005
H.AddrTypeHomeAddrType2MailingMailing addressFundSourceFundSource6/9/2005
H.AddrTypeHomeAddrType3Primary ResidenceAddress of primary residenceFundSourceFundSource6/9/2005
H.AddrTypeHomeAddrType4OfficeOffice addressFundSourceFundSource6/9/2005
H.AddrTypeHomeAddrType5Birth PlacePlace of birth addressFundSourceFundSource6/9/2005
H.AddrTypeHomeAddrType6EmployerEmployer's addressFundSourceFundSource6/9/2005
H.AddrTypeHomeAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedFundSourceFundSource6/9/2005
H.AddrTypeHomeAddrType8Branch AddressBranch AddressFundSourceFundSource6/9/2005
H.AddrTypeHomeAddrType9Broker/Dealer AddressBroker/Dealer AddressFundSourceFundSource6/9/2005
H.AddrUnitTypeHomeAddrUnitType0OtherOtherFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType1ApartmentApartmentFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType10KeyKeyFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType11LobbyLobbyFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType12LotLotFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType13LowerLowerFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType14OfficeOfficeFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType15PenthousePenthouseFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType16PierPierFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType17RearRearFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType18RoomRoomFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType19SideSideFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType2SuiteSuiteFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType20SlipSlipFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType21SpaceSpaceFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType22StopStopFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType23TrailerTrailerFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType24UpperUpperFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType3FloorFloorFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType4UnitUnitFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType5BuildingBuildingFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType6DepartmentDepartmentFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType7BasementBasementFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType8FrontFrontFundSourceFundSource3/27/2017
H.AddrUnitTypeHomeAddrUnitType9HangerHangerFundSourceFundSource3/27/2017
H.PhoneNumFormatHomePhoneNumFormat0OtherOtherFundSourceFundSource5/5/2016
H.PhoneNumFormatHomePhoneNumFormat1DomesticDomesticFundSourceFundSource5/5/2016
H.PhoneNumFormatHomePhoneNumFormat2InternationalInternationalFundSourceFundSource5/5/2016
H.PrimaryAddressHomePrimaryAddress1Primary AddressPrimary AddressFundSourceFundSource12/5/2022
O.AddrTypeOfficeAddrType0OtherOtherFundSourceFundSource6/9/2005
O.AddrTypeOfficeAddrType1HomeHome or Legal addressFundSourceFundSource6/9/2005
O.AddrTypeOfficeAddrType2MailingMailing addressFundSourceFundSource6/9/2005
O.AddrTypeOfficeAddrType3Primary ResidenceAddress of primary residenceFundSourceFundSource6/9/2005
O.AddrTypeOfficeAddrType4OfficeOffice addressFundSourceFundSource6/9/2005
O.AddrTypeOfficeAddrType5Birth PlacePlace of birth addressFundSourceFundSource6/9/2005
O.AddrTypeOfficeAddrType6EmployerEmployer's addressFundSourceFundSource6/9/2005
O.AddrTypeOfficeAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedFundSourceFundSource6/9/2005
O.AddrTypeOfficeAddrType8Branch AddressBranch AddressFundSourceFundSource6/9/2005
O.AddrTypeOfficeAddrType9Broker/Dealer AddressBroker/Dealer AddressFundSourceFundSource6/9/2005
O.AddrUnitTypeOfficeAddrUnitType0OtherOtherFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType1ApartmentApartmentFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType10KeyKeyFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType11LobbyLobbyFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType12LotLotFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType13LowerLowerFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType14OfficeOfficeFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType15PenthousePenthouseFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType16PierPierFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType17RearRearFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType18RoomRoomFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType19SideSideFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType2SuiteSuiteFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType20SlipSlipFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType21SpaceSpaceFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType22StopStopFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType23TrailerTrailerFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType24UpperUpperFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType3FloorFloorFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType4UnitUnitFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType5BuildingBuildingFundSourceFundSource3/27/2017
O.AddrUnitTypeOfficeAddrUnitType6DepartmentDepartmentFundSourceFundSource3/27/2017
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O.AddrUnitTypeOfficeAddrUnitType9HangerHangerFundSourceFundSource3/27/2017
O.PhoneNumFormatOfficePhoneNumFormat0OtherOtherFundSourceFundSource5/5/2016
O.PhoneNumFormatOfficePhoneNumFormat1DomesticDomesticFundSourceFundSource5/5/2016
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O.PrimaryAddressOfficePrimaryAddress1Primary AddressPrimary AddressFundSourceFundSource12/5/2022
PrefixPrefix0OtherOtherFundSourceFundSource11/13/2012
PrefixPrefix1Mr.MisterFundSourceFundSource11/13/2012
PrefixPrefix2Mrs.MissesFundSourceFundSource11/13/2012
PrefixPrefix3Ms.MisFundSourceFundSource11/13/2012
PrefixPrefix4EstateEstateFundSourceFundSource11/13/2012
PrefixPrefix5TrustTrustFundSourceFundSource11/13/2012
PrefixPrefix6Dr.DoctorFundSourceFundSource11/13/2012
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H.AddrTypeHomeAddrType0OtherOtherClientHome6/9/2005
H.AddrTypeHomeAddrType1HomeHome or Legal addressClientHome6/9/2005
H.AddrTypeHomeAddrType2MailingMailing addressClientHome6/9/2005
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H.AddrTypeHomeAddrType4OfficeOffice addressClientHome6/9/2005
H.AddrTypeHomeAddrType5Birth PlacePlace of birth addressClientHome6/9/2005
H.AddrTypeHomeAddrType6EmployerEmployer's addressClientHome6/9/2005
H.AddrTypeHomeAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientHome6/9/2005
H.AddrTypeHomeAddrType8Branch AddressBranch AddressClientHome6/9/2005
H.AddrTypeHomeAddrType9Broker/Dealer AddressBroker/Dealer AddressClientHome6/9/2005
H.AddrUnitTypeHomeAddrUnitType0OtherOtherClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType1ApartmentApartmentClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType10KeyKeyClientHome3/27/2017
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H.AddrUnitTypeHomeAddrUnitType12LotLotClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType13LowerLowerClientHome3/27/2017
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H.AddrUnitTypeHomeAddrUnitType15PenthousePenthouseClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType16PierPierClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType17RearRearClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType18RoomRoomClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType19SideSideClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType2SuiteSuiteClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType20SlipSlipClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType21SpaceSpaceClientHome3/27/2017
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H.AddrUnitTypeHomeAddrUnitType23TrailerTrailerClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType24UpperUpperClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType3FloorFloorClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType4UnitUnitClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType5BuildingBuildingClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType6DepartmentDepartmentClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType7BasementBasementClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType8FrontFrontClientHome3/27/2017
H.AddrUnitTypeHomeAddrUnitType9HangerHangerClientHome3/27/2017
H.PhoneNumFormatHomePhoneNumFormat0OtherOtherClientHome5/5/2016
H.PhoneNumFormatHomePhoneNumFormat1DomesticDomesticClientHome5/5/2016
H.PhoneNumFormatHomePhoneNumFormat2InternationalInternationalClientHome5/5/2016
H.PrimaryAddressHomePrimaryAddress1Primary AddressPrimary AddressClientHome12/5/2022
M.AddrTypeMailingAddrType0OtherOtherClientHome6/9/2005
M.AddrTypeMailingAddrType1HomeHome or Legal addressClientHome6/9/2005
M.AddrTypeMailingAddrType2MailingMailing addressClientHome6/9/2005
M.AddrTypeMailingAddrType3Primary ResidenceAddress of primary residenceClientHome6/9/2005
M.AddrTypeMailingAddrType4OfficeOffice addressClientHome6/9/2005
M.AddrTypeMailingAddrType5Birth PlacePlace of birth addressClientHome6/9/2005
M.AddrTypeMailingAddrType6EmployerEmployer's addressClientHome6/9/2005
M.AddrTypeMailingAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientHome6/9/2005
M.AddrTypeMailingAddrType8Branch AddressBranch AddressClientHome6/9/2005
M.AddrTypeMailingAddrType9Broker/Dealer AddressBroker/Dealer AddressClientHome6/9/2005
M.AddrUnitTypeMailingAddrUnitType0OtherOtherClientHome3/27/2017
M.AddrUnitTypeMailingAddrUnitType1ApartmentApartmentClientHome3/27/2017
M.AddrUnitTypeMailingAddrUnitType10KeyKeyClientHome3/27/2017
M.AddrUnitTypeMailingAddrUnitType11LobbyLobbyClientHome3/27/2017
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M.AddrUnitTypeMailingAddrUnitType18RoomRoomClientHome3/27/2017
M.AddrUnitTypeMailingAddrUnitType19SideSideClientHome3/27/2017
M.AddrUnitTypeMailingAddrUnitType2SuiteSuiteClientHome3/27/2017
M.AddrUnitTypeMailingAddrUnitType20SlipSlipClientHome3/27/2017
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M.AddrUnitTypeMailingAddrUnitType23TrailerTrailerClientHome3/27/2017
M.AddrUnitTypeMailingAddrUnitType24UpperUpperClientHome3/27/2017
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M.PhoneNumFormatMailingPhoneNumFormat2InternationalInternationalClientHome5/5/2016
M.PrimaryAddressMailingPrimaryAddress1Primary AddressPrimary AddressClientHome12/5/2022
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PH.AddrTypePriorHomeAddrType1HomeHome or Legal addressClientHome6/9/2005
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PH.AddrTypePriorHomeAddrType4OfficeOffice addressClientHome6/9/2005
PH.AddrTypePriorHomeAddrType5Birth PlacePlace of birth addressClientHome6/9/2005
PH.AddrTypePriorHomeAddrType6EmployerEmployer's addressClientHome6/9/2005
PH.AddrTypePriorHomeAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientHome6/9/2005
PH.AddrTypePriorHomeAddrType8Branch AddressBranch AddressClientHome6/9/2005
PH.AddrTypePriorHomeAddrType9Broker/Dealer AddressBroker/Dealer AddressClientHome6/9/2005
PH.AddrUnitTypePriorHomeAddrUnitType0OtherOtherClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType1ApartmentApartmentClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType10KeyKeyClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType11LobbyLobbyClientHome3/27/2017
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PH.AddrUnitTypePriorHomeAddrUnitType13LowerLowerClientHome3/27/2017
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PH.AddrUnitTypePriorHomeAddrUnitType15PenthousePenthouseClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType16PierPierClientHome3/27/2017
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PH.AddrUnitTypePriorHomeAddrUnitType18RoomRoomClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType19SideSideClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType2SuiteSuiteClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType20SlipSlipClientHome3/27/2017
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PH.AddrUnitTypePriorHomeAddrUnitType22StopStopClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType23TrailerTrailerClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType24UpperUpperClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType3FloorFloorClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType4UnitUnitClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType5BuildingBuildingClientHome3/27/2017
PH.AddrUnitTypePriorHomeAddrUnitType6DepartmentDepartmentClientHome3/27/2017
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PH.AddrUnitTypePriorHomeAddrUnitType8FrontFrontClientHome3/27/2017
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PH.PhoneNumFormatPriorHomePhoneNumFormat0OtherOtherClientHome5/5/2016
PH.PhoneNumFormatPriorHomePhoneNumFormat1DomesticDomesticClientHome5/5/2016
PH.PhoneNumFormatPriorHomePhoneNumFormat2InternationalInternationalClientHome5/5/2016
PH.PrimaryAddressPriorHomePrimaryAddress1Primary AddressPrimary AddressClientHome12/5/2022
PM.AddrTypePriorMailingAddrType0OtherOtherClientHome6/9/2005
PM.AddrTypePriorMailingAddrType1HomeHome or Legal addressClientHome6/9/2005
PM.AddrTypePriorMailingAddrType2MailingMailing addressClientHome6/9/2005
PM.AddrTypePriorMailingAddrType3Primary ResidenceAddress of primary residenceClientHome6/9/2005
PM.AddrTypePriorMailingAddrType4OfficeOffice addressClientHome6/9/2005
PM.AddrTypePriorMailingAddrType5Birth PlacePlace of birth addressClientHome6/9/2005
PM.AddrTypePriorMailingAddrType6EmployerEmployer's addressClientHome6/9/2005
PM.AddrTypePriorMailingAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientHome6/9/2005
PM.AddrTypePriorMailingAddrType8Branch AddressBranch AddressClientHome6/9/2005
PM.AddrTypePriorMailingAddrType9Broker/Dealer AddressBroker/Dealer AddressClientHome6/9/2005
PM.AddrUnitTypePriorMailingAddrUnitType0OtherOtherClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType1ApartmentApartmentClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType10KeyKeyClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType11LobbyLobbyClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType12LotLotClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType13LowerLowerClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType14OfficeOfficeClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType15PenthousePenthouseClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType16PierPierClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType17RearRearClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType18RoomRoomClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType19SideSideClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType2SuiteSuiteClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType20SlipSlipClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType21SpaceSpaceClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType22StopStopClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType23TrailerTrailerClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType24UpperUpperClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType3FloorFloorClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType4UnitUnitClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType5BuildingBuildingClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType6DepartmentDepartmentClientHome3/27/2017
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PM.AddrUnitTypePriorMailingAddrUnitType8FrontFrontClientHome3/27/2017
PM.AddrUnitTypePriorMailingAddrUnitType9HangerHangerClientHome3/27/2017
PM.PhoneNumFormatPriorMailingPhoneNumFormat0OtherOtherClientHome5/5/2016
PM.PhoneNumFormatPriorMailingPhoneNumFormat1DomesticDomesticClientHome5/5/2016
PM.PhoneNumFormatPriorMailingPhoneNumFormat2InternationalInternationalClientHome5/5/2016
PM.PrimaryAddressPriorMailingPrimaryAddress1Primary AddressPrimary AddressClientHome12/5/2022
BondPremiumAmortBondPremiumAmort0OtherOtherAcctInvestment Profile11/1/2016
BondPremiumAmortBondPremiumAmort1IRS Default (Yes)IRS Default (Yes)AcctInvestment Profile11/1/2016
BondPremiumAmortBondPremiumAmort2Alternative (No)Alternative (No)AcctInvestment Profile11/1/2016
DVD.O.AddrTypeDividendAddressAddrType0OtherOtherAcctInvestment Profile6/9/2005
DVD.O.AddrTypeDividendAddressAddrType1HomeHome or Legal addressAcctInvestment Profile6/9/2005
DVD.O.AddrTypeDividendAddressAddrType2MailingMailing addressAcctInvestment Profile6/9/2005
DVD.O.AddrTypeDividendAddressAddrType3Primary ResidenceAddress of primary residenceAcctInvestment Profile6/9/2005
DVD.O.AddrTypeDividendAddressAddrType4OfficeOffice addressAcctInvestment Profile6/9/2005
DVD.O.AddrTypeDividendAddressAddrType5Birth PlacePlace of birth addressAcctInvestment Profile6/9/2005
DVD.O.AddrTypeDividendAddressAddrType6EmployerEmployer's addressAcctInvestment Profile6/9/2005
DVD.O.AddrTypeDividendAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedAcctInvestment Profile6/9/2005
DVD.O.AddrTypeDividendAddressAddrType8Branch AddressBranch AddressAcctInvestment Profile6/9/2005
DVD.O.AddrTypeDividendAddressAddrType9Broker/Dealer AddressBroker/Dealer AddressAcctInvestment Profile6/9/2005
DVD.O.AddrUnitTypeDividendAddressAddrUnitType0OtherOtherAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType1ApartmentApartmentAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType10KeyKeyAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType11LobbyLobbyAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType12LotLotAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType13LowerLowerAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType14OfficeOfficeAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType15PenthousePenthouseAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType16PierPierAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType17RearRearAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType18RoomRoomAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType19SideSideAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType2SuiteSuiteAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType20SlipSlipAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType21SpaceSpaceAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType22StopStopAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType23TrailerTrailerAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType24UpperUpperAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType3FloorFloorAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType4UnitUnitAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType5BuildingBuildingAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType6DepartmentDepartmentAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType7BasementBasementAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType8FrontFrontAcctInvestment Profile3/27/2017
DVD.O.AddrUnitTypeDividendAddressAddrUnitType9HangerHangerAcctInvestment Profile3/27/2017
DVD.O.PhoneNumFormatDividendAddressPhoneNumFormat0OtherOtherAcctInvestment Profile5/5/2016
DVD.O.PhoneNumFormatDividendAddressPhoneNumFormat1DomesticDomesticAcctInvestment Profile5/5/2016
DVD.O.PhoneNumFormatDividendAddressPhoneNumFormat2InternationalInternationalAcctInvestment Profile5/5/2016
DVD.O.PrimaryAddressDividendAddressPrimaryAddress1Primary AddressPrimary AddressAcctInvestment Profile12/5/2022
DVD.DistTypeDividendDistType0OtherOtherAcctInvestment Profile3/18/2020
DVD.DistTypeDividendDistType1Principal PaymentPrincipal PaymentAcctInvestment Profile3/18/2020
DVD.DistTypeDividendDistType2Income and InterestIncome and InterestAcctInvestment Profile3/18/2020
DVD.DistTypeDividendDistType3RMD Reaching Age 70.5Required Minimum Distribution Reaching Age 70.5AcctInvestment Profile3/18/2020
DVD.DistTypeDividendDistType4RMD DeathRequired Minimum Distribution DeathAcctInvestment Profile3/18/2020
DVD.FreqDividendFreq0OtherOtherAcctInvestment Profile6/9/2005
DVD.FreqDividendFreq1DailyDailyAcctInvestment Profile6/9/2005
DVD.FreqDividendFreq10Weekly - MondayWeekly - MondayAcctInvestment Profile3/18/2020
DVD.FreqDividendFreq11Weekly - TuesdayWeekly - TuesdayAcctInvestment Profile3/18/2020
DVD.FreqDividendFreq12Weekly - WednesdayWeekly - WednesdayAcctInvestment Profile3/18/2020
DVD.FreqDividendFreq14Weekly - ThursdayWeekly - ThursdayAcctInvestment Profile3/18/2020
DVD.FreqDividendFreq15Weekly - FridayWeekly - FridayAcctInvestment Profile3/18/2020
DVD.FreqDividendFreq16Weekly - SaturdayWeekly - SaturdayAcctInvestment Profile3/18/2020
DVD.FreqDividendFreq17Weekly - SundayWeekly - SundayAcctInvestment Profile3/18/2020
DVD.FreqDividendFreq2WeeklyWeeklyAcctInvestment Profile6/9/2005
DVD.FreqDividendFreq3SemimonthlySemimonthlyAcctInvestment Profile6/9/2005
DVD.FreqDividendFreq4MonthlyMonthlyAcctInvestment Profile6/9/2005
DVD.FreqDividendFreq5BimonthlyBimonthlyAcctInvestment Profile6/9/2005
DVD.FreqDividendFreq6QuarterlyQuarterlyAcctInvestment Profile6/9/2005
DVD.FreqDividendFreq7SemiannuallySemiannuallyAcctInvestment Profile6/9/2005
DVD.FreqDividendFreq8AnnuallyAnnuallyAcctInvestment Profile6/9/2005
DVD.FreqDividendFreq9One-TimeOne-TimeAcctInvestment Profile9/23/2005
DVD.InstrDividendInstr0OtherOtherAcctInvestment Profile6/9/2005
DVD.InstrDividendInstr1HoldHoldAcctInvestment Profile6/9/2005
DVD.InstrDividendInstr10Send by EFTSend by external bank link (EFT - electronic funds transfer)AcctInvestment Profile11/12/2006
DVD.InstrDividendInstr11Handle Distribution Like SalesHandle distributions and dividends like sales proceedsAcctInvestment Profile11/12/2006
DVD.InstrDividendInstr12Reinvest Equity and Mutual Fund DividendsReinvest equity and mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
DVD.InstrDividendInstr13Reinvest Equity Dividends OnlyReinvest equity dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
DVD.InstrDividendInstr14Reinvest Mutual Fund Dividends OnlyReinvest mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
DVD.InstrDividendInstr15CreditCreditAcctInvestment Profile3/18/2020
DVD.InstrDividendInstr16Change my existing income payment planChange my existing income payment planAcctInvestment Profile12/13/2022
DVD.InstrDividendInstr17Terminate my existing income payment planTerminate my existing income payment planAcctInvestment Profile12/13/2022
DVD.InstrDividendInstr18Set up a new income payment planSet up a new income payment planAcctInvestment Profile2/15/2023
DVD.InstrDividendInstr19Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core AccountReinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle.AcctInvestment Profile2/15/2023
DVD.InstrDividendInstr2RemitRemit or send checkAcctInvestment Profile6/9/2005
DVD.InstrDividendInstr20Reinvest MF DVDs and CGs. Reinvest DVDs and InterestReinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
DVD.InstrDividendInstr21Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
DVD.InstrDividendInstr22Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle.AcctInvestment Profile2/15/2023
DVD.InstrDividendInstr3DVP - Delivery vs. PaymentDVP - Delivery vs. PaymentAcctInvestment Profile6/9/2005
DVD.InstrDividendInstr4Hold and SweepHold and SweepAcctInvestment Profile6/9/2005
DVD.InstrDividendInstr5Hold in Street NameHold in Street NameAcctInvestment Profile6/9/2005
DVD.InstrDividendInstr6Register and SendRegister and SendAcctInvestment Profile6/9/2005
DVD.InstrDividendInstr7ReinvestReinvestAcctInvestment Profile4/6/2006
DVD.InstrDividendInstr8Send by CheckSend by check to mailing address of accountAcctInvestment Profile11/12/2006
DVD.InstrDividendInstr9Intra-bank PaymentSend by intra-bank payment (IBP)AcctInvestment Profile11/12/2006
DVD.MethodDividendMethod0OtherOtherAcctInvestment Profile6/9/2005
DVD.MethodDividendMethod1JournalJournalAcctInvestment Profile6/9/2005
DVD.MethodDividendMethod2First Party CheckFirst Party CheckAcctInvestment Profile6/9/2005
DVD.MethodDividendMethod3Third PartyThird PartyAcctInvestment Profile6/9/2005
DVD.MethodDividendMethod4ACHACHAcctInvestment Profile6/9/2005
DVD.MethodDividendMethod5Overnight DeliveryOvernight DeliveryAcctInvestment Profile9/9/2015
DVD.MethodDividendMethod6Federal Fund WireFederal Fund WireAcctInvestment Profile9/9/2015
DVD.PmtDestTypeDividendPmtDestType0OtherOtherAcctInvestment Profile6/15/2016
DVD.PmtDestTypeDividendPmtDestType1Address of RecordAddress of RecordAcctInvestment Profile6/15/2016
DVD.PmtDestTypeDividendPmtDestType2Alternate AddressAlternate AddressAcctInvestment Profile6/15/2016
DVD.PmtDestTypeDividendPmtDestType3Charitable DonationCharitable DonationAcctInvestment Profile6/15/2016
DVD.RequestTypeDividendRequestType0OtherOtherAcctInvestment Profile3/18/2020
DVD.RequestTypeDividendRequestType1New RequestNew RequestAcctInvestment Profile3/18/2020
DVD.RequestTypeDividendRequestType2Change of InstructionsChange of InstructionsAcctInvestment Profile3/18/2020
InvOwnedBondsInvOwnedBonds1Bonds/bond fundsBonds/bond fundsClientInvestment Profile9/7/2023
InvOwnedInternationalSecuritiesInvOwnedInternationalSecurities1International securities/fundsInternational securities/fundsClientInvestment Profile9/7/2023
InvOwnedMoneyMarketInvOwnedMoneyMarket1Money market funds/cash investmentsMoney market funds/cash investmentsClientInvestment Profile9/7/2023
InvOwnedStocksInvOwnedStocks1Stocks/stock fundsStocks/stock fundsClientInvestment Profile9/7/2023
MarketDiscountAccrualMarketDiscountAccrual0OtherOtherAcctInvestment Profile11/1/2016
MarketDiscountAccrualMarketDiscountAccrual1IRS Default (Constant Yield)IRS Default (Constant Yield)AcctInvestment Profile11/1/2016
MarketDiscountAccrualMarketDiscountAccrual2Alternative (Ratable)Alternative (Ratable)AcctInvestment Profile11/1/2016
MarketDiscountIncomeMarketDiscountIncome0OtherOtherAcctInvestment Profile11/1/2016
MarketDiscountIncomeMarketDiscountIncome1IRS Default (No)IRS Default (No)AcctInvestment Profile11/1/2016
MarketDiscountIncomeMarketDiscountIncome2Alternative (Yes)Alternative (Yes)AcctInvestment Profile11/1/2016
MuniBondOfficialStatementMuniBondOfficialStatement1YesYesAcctInvestment Profile12/5/2022
MuniBondOfficialStatementMuniBondOfficialStatementNoNoNoAcctInvestment Profile12/5/2022
MuniBondOfficialStatementMuniBondOfficialStatementYesYesYesAcctInvestment Profile12/5/2022
MFDVD.O.AddrTypeMutualFundDividendAddressAddrType0OtherOtherAcctInvestment Profile6/9/2005
MFDVD.O.AddrTypeMutualFundDividendAddressAddrType1HomeHome or Legal addressAcctInvestment Profile6/9/2005
MFDVD.O.AddrTypeMutualFundDividendAddressAddrType2MailingMailing addressAcctInvestment Profile6/9/2005
MFDVD.O.AddrTypeMutualFundDividendAddressAddrType3Primary ResidenceAddress of primary residenceAcctInvestment Profile6/9/2005
MFDVD.O.AddrTypeMutualFundDividendAddressAddrType4OfficeOffice addressAcctInvestment Profile6/9/2005
MFDVD.O.AddrTypeMutualFundDividendAddressAddrType5Birth PlacePlace of birth addressAcctInvestment Profile6/9/2005
MFDVD.O.AddrTypeMutualFundDividendAddressAddrType6EmployerEmployer's addressAcctInvestment Profile6/9/2005
MFDVD.O.AddrTypeMutualFundDividendAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedAcctInvestment Profile6/9/2005
MFDVD.O.AddrTypeMutualFundDividendAddressAddrType8Branch AddressBranch AddressAcctInvestment Profile6/9/2005
MFDVD.O.AddrTypeMutualFundDividendAddressAddrType9Broker/Dealer AddressBroker/Dealer AddressAcctInvestment Profile6/9/2005
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType0OtherOtherAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType1ApartmentApartmentAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType10KeyKeyAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType11LobbyLobbyAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType12LotLotAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType13LowerLowerAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType14OfficeOfficeAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType15PenthousePenthouseAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType16PierPierAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType17RearRearAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType18RoomRoomAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType19SideSideAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType2SuiteSuiteAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType20SlipSlipAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType21SpaceSpaceAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType22StopStopAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType23TrailerTrailerAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType24UpperUpperAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType3FloorFloorAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType4UnitUnitAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType5BuildingBuildingAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType6DepartmentDepartmentAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType7BasementBasementAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType8FrontFrontAcctInvestment Profile3/27/2017
MFDVD.O.AddrUnitTypeMutualFundDividendAddressAddrUnitType9HangerHangerAcctInvestment Profile3/27/2017
MFDVD.O.PhoneNumFormatMutualFundDividendAddressPhoneNumFormat0OtherOtherAcctInvestment Profile5/5/2016
MFDVD.O.PhoneNumFormatMutualFundDividendAddressPhoneNumFormat1DomesticDomesticAcctInvestment Profile5/5/2016
MFDVD.O.PhoneNumFormatMutualFundDividendAddressPhoneNumFormat2InternationalInternationalAcctInvestment Profile5/5/2016
MFDVD.O.PrimaryAddressMutualFundDividendAddressPrimaryAddress1Primary AddressPrimary AddressAcctInvestment Profile12/5/2022
MFDVD.DistTypeMutualFundDividendDistType0OtherOtherAcctInvestment Profile3/18/2020
MFDVD.DistTypeMutualFundDividendDistType1Principal PaymentPrincipal PaymentAcctInvestment Profile3/18/2020
MFDVD.DistTypeMutualFundDividendDistType2Income and InterestIncome and InterestAcctInvestment Profile3/18/2020
MFDVD.DistTypeMutualFundDividendDistType3RMD Reaching Age 70.5Required Minimum Distribution Reaching Age 70.5AcctInvestment Profile3/18/2020
MFDVD.DistTypeMutualFundDividendDistType4RMD DeathRequired Minimum Distribution DeathAcctInvestment Profile3/18/2020
MFDVD.FreqMutualFundDividendFreq0OtherOtherAcctInvestment Profile6/9/2005
MFDVD.FreqMutualFundDividendFreq1DailyDailyAcctInvestment Profile6/9/2005
MFDVD.FreqMutualFundDividendFreq10Weekly - MondayWeekly - MondayAcctInvestment Profile3/18/2020
MFDVD.FreqMutualFundDividendFreq11Weekly - TuesdayWeekly - TuesdayAcctInvestment Profile3/18/2020
MFDVD.FreqMutualFundDividendFreq12Weekly - WednesdayWeekly - WednesdayAcctInvestment Profile3/18/2020
MFDVD.FreqMutualFundDividendFreq14Weekly - ThursdayWeekly - ThursdayAcctInvestment Profile3/18/2020
MFDVD.FreqMutualFundDividendFreq15Weekly - FridayWeekly - FridayAcctInvestment Profile3/18/2020
MFDVD.FreqMutualFundDividendFreq16Weekly - SaturdayWeekly - SaturdayAcctInvestment Profile3/18/2020
MFDVD.FreqMutualFundDividendFreq17Weekly - SundayWeekly - SundayAcctInvestment Profile3/18/2020
MFDVD.FreqMutualFundDividendFreq2WeeklyWeeklyAcctInvestment Profile6/9/2005
MFDVD.FreqMutualFundDividendFreq3SemimonthlySemimonthlyAcctInvestment Profile6/9/2005
MFDVD.FreqMutualFundDividendFreq4MonthlyMonthlyAcctInvestment Profile6/9/2005
MFDVD.FreqMutualFundDividendFreq5BimonthlyBimonthlyAcctInvestment Profile6/9/2005
MFDVD.FreqMutualFundDividendFreq6QuarterlyQuarterlyAcctInvestment Profile6/9/2005
MFDVD.FreqMutualFundDividendFreq7SemiannuallySemiannuallyAcctInvestment Profile6/9/2005
MFDVD.FreqMutualFundDividendFreq8AnnuallyAnnuallyAcctInvestment Profile6/9/2005
MFDVD.FreqMutualFundDividendFreq9One-TimeOne-TimeAcctInvestment Profile9/23/2005
MFDVD.InstrMutualFundDividendInstr0OtherOtherAcctInvestment Profile6/9/2005
MFDVD.InstrMutualFundDividendInstr1HoldHoldAcctInvestment Profile6/9/2005
MFDVD.InstrMutualFundDividendInstr10Send by EFTSend by external bank link (EFT - electronic funds transfer)AcctInvestment Profile11/12/2006
MFDVD.InstrMutualFundDividendInstr11Handle Distribution Like SalesHandle distributions and dividends like sales proceedsAcctInvestment Profile11/12/2006
MFDVD.InstrMutualFundDividendInstr12Reinvest Equity and Mutual Fund DividendsReinvest equity and mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
MFDVD.InstrMutualFundDividendInstr13Reinvest Equity Dividends OnlyReinvest equity dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
MFDVD.InstrMutualFundDividendInstr14Reinvest Mutual Fund Dividends OnlyReinvest mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
MFDVD.InstrMutualFundDividendInstr15CreditCreditAcctInvestment Profile3/18/2020
MFDVD.InstrMutualFundDividendInstr16Change my existing income payment planChange my existing income payment planAcctInvestment Profile12/13/2022
MFDVD.InstrMutualFundDividendInstr17Terminate my existing income payment planTerminate my existing income payment planAcctInvestment Profile12/13/2022
MFDVD.InstrMutualFundDividendInstr18Set up a new income payment planSet up a new income payment planAcctInvestment Profile2/15/2023
MFDVD.InstrMutualFundDividendInstr19Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core AccountReinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle.AcctInvestment Profile2/15/2023
MFDVD.InstrMutualFundDividendInstr2RemitRemit or send checkAcctInvestment Profile6/9/2005
MFDVD.InstrMutualFundDividendInstr20Reinvest MF DVDs and CGs. Reinvest DVDs and InterestReinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
MFDVD.InstrMutualFundDividendInstr21Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
MFDVD.InstrMutualFundDividendInstr22Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle.AcctInvestment Profile2/15/2023
MFDVD.InstrMutualFundDividendInstr3DVP - Delivery vs. PaymentDVP - Delivery vs. PaymentAcctInvestment Profile6/9/2005
MFDVD.InstrMutualFundDividendInstr4Hold and SweepHold and SweepAcctInvestment Profile6/9/2005
MFDVD.InstrMutualFundDividendInstr5Hold in Street NameHold in Street NameAcctInvestment Profile6/9/2005
MFDVD.InstrMutualFundDividendInstr6Register and SendRegister and SendAcctInvestment Profile6/9/2005
MFDVD.InstrMutualFundDividendInstr7ReinvestReinvestAcctInvestment Profile4/6/2006
MFDVD.InstrMutualFundDividendInstr8Send by CheckSend by check to mailing address of accountAcctInvestment Profile11/12/2006
MFDVD.InstrMutualFundDividendInstr9Intra-bank PaymentSend by intra-bank payment (IBP)AcctInvestment Profile11/12/2006
MFDVD.MethodMutualFundDividendMethod0OtherOtherAcctInvestment Profile6/9/2005
MFDVD.MethodMutualFundDividendMethod1JournalJournalAcctInvestment Profile6/9/2005
MFDVD.MethodMutualFundDividendMethod2First Party CheckFirst Party CheckAcctInvestment Profile6/9/2005
MFDVD.MethodMutualFundDividendMethod3Third PartyThird PartyAcctInvestment Profile6/9/2005
MFDVD.MethodMutualFundDividendMethod4ACHACHAcctInvestment Profile6/9/2005
MFDVD.MethodMutualFundDividendMethod5Overnight DeliveryOvernight DeliveryAcctInvestment Profile9/9/2015
MFDVD.MethodMutualFundDividendMethod6Federal Fund WireFederal Fund WireAcctInvestment Profile9/9/2015
MFDVD.PmtDestTypeMutualFundDividendPmtDestType0OtherOtherAcctInvestment Profile6/15/2016
MFDVD.PmtDestTypeMutualFundDividendPmtDestType1Address of RecordAddress of RecordAcctInvestment Profile6/15/2016
MFDVD.PmtDestTypeMutualFundDividendPmtDestType2Alternate AddressAlternate AddressAcctInvestment Profile6/15/2016
MFDVD.PmtDestTypeMutualFundDividendPmtDestType3Charitable DonationCharitable DonationAcctInvestment Profile6/15/2016
MFDVD.RequestTypeMutualFundDividendRequestType0OtherOtherAcctInvestment Profile3/18/2020
MFDVD.RequestTypeMutualFundDividendRequestType1New RequestNew RequestAcctInvestment Profile3/18/2020
MFDVD.RequestTypeMutualFundDividendRequestType2Change of InstructionsChange of InstructionsAcctInvestment Profile3/18/2020
PER.O.AddrTypePeriodPaymentsAddressAddrType0OtherOtherAcctInvestment Profile6/9/2005
PER.O.AddrTypePeriodPaymentsAddressAddrType1HomeHome or Legal addressAcctInvestment Profile6/9/2005
PER.O.AddrTypePeriodPaymentsAddressAddrType2MailingMailing addressAcctInvestment Profile6/9/2005
PER.O.AddrTypePeriodPaymentsAddressAddrType3Primary ResidenceAddress of primary residenceAcctInvestment Profile6/9/2005
PER.O.AddrTypePeriodPaymentsAddressAddrType4OfficeOffice addressAcctInvestment Profile6/9/2005
PER.O.AddrTypePeriodPaymentsAddressAddrType5Birth PlacePlace of birth addressAcctInvestment Profile6/9/2005
PER.O.AddrTypePeriodPaymentsAddressAddrType6EmployerEmployer's addressAcctInvestment Profile6/9/2005
PER.O.AddrTypePeriodPaymentsAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedAcctInvestment Profile6/9/2005
PER.O.AddrTypePeriodPaymentsAddressAddrType8Branch AddressBranch AddressAcctInvestment Profile6/9/2005
PER.O.AddrTypePeriodPaymentsAddressAddrType9Broker/Dealer AddressBroker/Dealer AddressAcctInvestment Profile6/9/2005
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType0OtherOtherAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType1ApartmentApartmentAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType10KeyKeyAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType11LobbyLobbyAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType12LotLotAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType13LowerLowerAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType14OfficeOfficeAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType15PenthousePenthouseAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType16PierPierAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType17RearRearAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType18RoomRoomAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType19SideSideAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType2SuiteSuiteAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType20SlipSlipAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType21SpaceSpaceAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType22StopStopAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType23TrailerTrailerAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType24UpperUpperAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType3FloorFloorAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType4UnitUnitAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType5BuildingBuildingAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType6DepartmentDepartmentAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType7BasementBasementAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType8FrontFrontAcctInvestment Profile3/27/2017
PER.O.AddrUnitTypePeriodPaymentsAddressAddrUnitType9HangerHangerAcctInvestment Profile3/27/2017
PER.O.PhoneNumFormatPeriodPaymentsAddressPhoneNumFormat0OtherOtherAcctInvestment Profile5/5/2016
PER.O.PhoneNumFormatPeriodPaymentsAddressPhoneNumFormat1DomesticDomesticAcctInvestment Profile5/5/2016
PER.O.PhoneNumFormatPeriodPaymentsAddressPhoneNumFormat2InternationalInternationalAcctInvestment Profile5/5/2016
PER.O.PrimaryAddressPeriodPaymentsAddressPrimaryAddress1Primary AddressPrimary AddressAcctInvestment Profile12/5/2022
PER.DistTypePeriodPaymentsDistType0OtherOtherAcctInvestment Profile3/18/2020
PER.DistTypePeriodPaymentsDistType1Principal PaymentPrincipal PaymentAcctInvestment Profile3/18/2020
PER.DistTypePeriodPaymentsDistType2Income and InterestIncome and InterestAcctInvestment Profile3/18/2020
PER.DistTypePeriodPaymentsDistType3RMD Reaching Age 70.5Required Minimum Distribution Reaching Age 70.5AcctInvestment Profile3/18/2020
PER.DistTypePeriodPaymentsDistType4RMD DeathRequired Minimum Distribution DeathAcctInvestment Profile3/18/2020
PER.FreqPeriodPaymentsFreq0OtherOtherAcctInvestment Profile6/9/2005
PER.FreqPeriodPaymentsFreq1DailyDailyAcctInvestment Profile6/9/2005
PER.FreqPeriodPaymentsFreq10Weekly - MondayWeekly - MondayAcctInvestment Profile3/18/2020
PER.FreqPeriodPaymentsFreq11Weekly - TuesdayWeekly - TuesdayAcctInvestment Profile3/18/2020
PER.FreqPeriodPaymentsFreq12Weekly - WednesdayWeekly - WednesdayAcctInvestment Profile3/18/2020
PER.FreqPeriodPaymentsFreq14Weekly - ThursdayWeekly - ThursdayAcctInvestment Profile3/18/2020
PER.FreqPeriodPaymentsFreq15Weekly - FridayWeekly - FridayAcctInvestment Profile3/18/2020
PER.FreqPeriodPaymentsFreq16Weekly - SaturdayWeekly - SaturdayAcctInvestment Profile3/18/2020
PER.FreqPeriodPaymentsFreq17Weekly - SundayWeekly - SundayAcctInvestment Profile3/18/2020
PER.FreqPeriodPaymentsFreq2WeeklyWeeklyAcctInvestment Profile6/9/2005
PER.FreqPeriodPaymentsFreq3SemimonthlySemimonthlyAcctInvestment Profile6/9/2005
PER.FreqPeriodPaymentsFreq4MonthlyMonthlyAcctInvestment Profile6/9/2005
PER.FreqPeriodPaymentsFreq5BimonthlyBimonthlyAcctInvestment Profile6/9/2005
PER.FreqPeriodPaymentsFreq6QuarterlyQuarterlyAcctInvestment Profile6/9/2005
PER.FreqPeriodPaymentsFreq7SemiannuallySemiannuallyAcctInvestment Profile6/9/2005
PER.FreqPeriodPaymentsFreq8AnnuallyAnnuallyAcctInvestment Profile6/9/2005
PER.FreqPeriodPaymentsFreq9One-TimeOne-TimeAcctInvestment Profile9/23/2005
PER.InstrPeriodPaymentsInstr0OtherOtherAcctInvestment Profile6/9/2005
PER.InstrPeriodPaymentsInstr1HoldHoldAcctInvestment Profile6/9/2005
PER.InstrPeriodPaymentsInstr10Send by EFTSend by external bank link (EFT - electronic funds transfer)AcctInvestment Profile11/12/2006
PER.InstrPeriodPaymentsInstr11Handle Distribution Like SalesHandle distributions and dividends like sales proceedsAcctInvestment Profile11/12/2006
PER.InstrPeriodPaymentsInstr12Reinvest Equity and Mutual Fund DividendsReinvest equity and mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
PER.InstrPeriodPaymentsInstr13Reinvest Equity Dividends OnlyReinvest equity dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
PER.InstrPeriodPaymentsInstr14Reinvest Mutual Fund Dividends OnlyReinvest mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
PER.InstrPeriodPaymentsInstr15CreditCreditAcctInvestment Profile3/18/2020
PER.InstrPeriodPaymentsInstr16Change my existing income payment planChange my existing income payment planAcctInvestment Profile12/13/2022
PER.InstrPeriodPaymentsInstr17Terminate my existing income payment planTerminate my existing income payment planAcctInvestment Profile12/13/2022
PER.InstrPeriodPaymentsInstr18Set up a new income payment planSet up a new income payment planAcctInvestment Profile2/15/2023
PER.InstrPeriodPaymentsInstr19Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core AccountReinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle.AcctInvestment Profile2/15/2023
PER.InstrPeriodPaymentsInstr2RemitRemit or send checkAcctInvestment Profile6/9/2005
PER.InstrPeriodPaymentsInstr20Reinvest MF DVDs and CGs. Reinvest DVDs and InterestReinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
PER.InstrPeriodPaymentsInstr21Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
PER.InstrPeriodPaymentsInstr22Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle.AcctInvestment Profile2/15/2023
PER.InstrPeriodPaymentsInstr3DVP - Delivery vs. PaymentDVP - Delivery vs. PaymentAcctInvestment Profile6/9/2005
PER.InstrPeriodPaymentsInstr4Hold and SweepHold and SweepAcctInvestment Profile6/9/2005
PER.InstrPeriodPaymentsInstr5Hold in Street NameHold in Street NameAcctInvestment Profile6/9/2005
PER.InstrPeriodPaymentsInstr6Register and SendRegister and SendAcctInvestment Profile6/9/2005
PER.InstrPeriodPaymentsInstr7ReinvestReinvestAcctInvestment Profile4/6/2006
PER.InstrPeriodPaymentsInstr8Send by CheckSend by check to mailing address of accountAcctInvestment Profile11/12/2006
PER.InstrPeriodPaymentsInstr9Intra-bank PaymentSend by intra-bank payment (IBP)AcctInvestment Profile11/12/2006
PER.MethodPeriodPaymentsMethod0OtherOtherAcctInvestment Profile6/9/2005
PER.MethodPeriodPaymentsMethod1JournalJournalAcctInvestment Profile6/9/2005
PER.MethodPeriodPaymentsMethod2First Party CheckFirst Party CheckAcctInvestment Profile6/9/2005
PER.MethodPeriodPaymentsMethod3Third PartyThird PartyAcctInvestment Profile6/9/2005
PER.MethodPeriodPaymentsMethod4ACHACHAcctInvestment Profile6/9/2005
PER.MethodPeriodPaymentsMethod5Overnight DeliveryOvernight DeliveryAcctInvestment Profile9/9/2015
PER.MethodPeriodPaymentsMethod6Federal Fund WireFederal Fund WireAcctInvestment Profile9/9/2015
PER.PmtDestTypePeriodPaymentsPmtDestType0OtherOtherAcctInvestment Profile6/15/2016
PER.PmtDestTypePeriodPaymentsPmtDestType1Address of RecordAddress of RecordAcctInvestment Profile6/15/2016
PER.PmtDestTypePeriodPaymentsPmtDestType2Alternate AddressAlternate AddressAcctInvestment Profile6/15/2016
PER.PmtDestTypePeriodPaymentsPmtDestType3Charitable DonationCharitable DonationAcctInvestment Profile6/15/2016
PER.RequestTypePeriodPaymentsRequestType0OtherOtherAcctInvestment Profile3/18/2020
PER.RequestTypePeriodPaymentsRequestType1New RequestNew RequestAcctInvestment Profile3/18/2020
PER.RequestTypePeriodPaymentsRequestType2Change of InstructionsChange of InstructionsAcctInvestment Profile3/18/2020
PlanToWDMajorNeedsPlanToWDMajorNeeds1Less than three yearsLess than three yearsClientInvestment Profile9/7/2023
PlanToWDMajorNeedsPlanToWDMajorNeeds2Three to five yearsThree to five yearsClientInvestment Profile9/7/2023
PlanToWDMajorNeedsPlanToWDMajorNeeds3Six to 10 yearsSix to 10 yearsClientInvestment Profile9/7/2023
PlanToWDMajorNeedsPlanToWDMajorNeeds411 years or more11 years or moreClientInvestment Profile9/7/2023
PROCEED.O.AddrTypeProceedAddressAddrType0OtherOtherAcctInvestment Profile6/9/2005
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PROCEED.O.AddrTypeProceedAddressAddrType2MailingMailing addressAcctInvestment Profile6/9/2005
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PROCEED.O.AddrTypeProceedAddressAddrType4OfficeOffice addressAcctInvestment Profile6/9/2005
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PROCEED.O.AddrTypeProceedAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedAcctInvestment Profile6/9/2005
PROCEED.O.AddrTypeProceedAddressAddrType8Branch AddressBranch AddressAcctInvestment Profile6/9/2005
PROCEED.O.AddrTypeProceedAddressAddrType9Broker/Dealer AddressBroker/Dealer AddressAcctInvestment Profile6/9/2005
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType0OtherOtherAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType1ApartmentApartmentAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType10KeyKeyAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType11LobbyLobbyAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType12LotLotAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType13LowerLowerAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType14OfficeOfficeAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType15PenthousePenthouseAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType16PierPierAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType17RearRearAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType18RoomRoomAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType19SideSideAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType2SuiteSuiteAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType20SlipSlipAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType21SpaceSpaceAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType22StopStopAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType23TrailerTrailerAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType24UpperUpperAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType3FloorFloorAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType4UnitUnitAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType5BuildingBuildingAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType6DepartmentDepartmentAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType7BasementBasementAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType8FrontFrontAcctInvestment Profile3/27/2017
PROCEED.O.AddrUnitTypeProceedAddressAddrUnitType9HangerHangerAcctInvestment Profile3/27/2017
PROCEED.O.PhoneNumFormatProceedAddressPhoneNumFormat0OtherOtherAcctInvestment Profile5/5/2016
PROCEED.O.PhoneNumFormatProceedAddressPhoneNumFormat1DomesticDomesticAcctInvestment Profile5/5/2016
PROCEED.O.PhoneNumFormatProceedAddressPhoneNumFormat2InternationalInternationalAcctInvestment Profile5/5/2016
PROCEED.O.PrimaryAddressProceedAddressPrimaryAddress1Primary AddressPrimary AddressAcctInvestment Profile12/5/2022
PROCEED.DistTypeProceedDistType0OtherOtherAcctInvestment Profile3/18/2020
PROCEED.DistTypeProceedDistType1Principal PaymentPrincipal PaymentAcctInvestment Profile3/18/2020
PROCEED.DistTypeProceedDistType2Income and InterestIncome and InterestAcctInvestment Profile3/18/2020
PROCEED.DistTypeProceedDistType3RMD Reaching Age 70.5Required Minimum Distribution Reaching Age 70.5AcctInvestment Profile3/18/2020
PROCEED.DistTypeProceedDistType4RMD DeathRequired Minimum Distribution DeathAcctInvestment Profile3/18/2020
PROCEED.FreqProceedFreq0OtherOtherAcctInvestment Profile6/9/2005
PROCEED.FreqProceedFreq1DailyDailyAcctInvestment Profile6/9/2005
PROCEED.FreqProceedFreq10Weekly - MondayWeekly - MondayAcctInvestment Profile3/18/2020
PROCEED.FreqProceedFreq11Weekly - TuesdayWeekly - TuesdayAcctInvestment Profile3/18/2020
PROCEED.FreqProceedFreq12Weekly - WednesdayWeekly - WednesdayAcctInvestment Profile3/18/2020
PROCEED.FreqProceedFreq14Weekly - ThursdayWeekly - ThursdayAcctInvestment Profile3/18/2020
PROCEED.FreqProceedFreq15Weekly - FridayWeekly - FridayAcctInvestment Profile3/18/2020
PROCEED.FreqProceedFreq16Weekly - SaturdayWeekly - SaturdayAcctInvestment Profile3/18/2020
PROCEED.FreqProceedFreq17Weekly - SundayWeekly - SundayAcctInvestment Profile3/18/2020
PROCEED.FreqProceedFreq2WeeklyWeeklyAcctInvestment Profile6/9/2005
PROCEED.FreqProceedFreq3SemimonthlySemimonthlyAcctInvestment Profile6/9/2005
PROCEED.FreqProceedFreq4MonthlyMonthlyAcctInvestment Profile6/9/2005
PROCEED.FreqProceedFreq5BimonthlyBimonthlyAcctInvestment Profile6/9/2005
PROCEED.FreqProceedFreq6QuarterlyQuarterlyAcctInvestment Profile6/9/2005
PROCEED.FreqProceedFreq7SemiannuallySemiannuallyAcctInvestment Profile6/9/2005
PROCEED.FreqProceedFreq8AnnuallyAnnuallyAcctInvestment Profile6/9/2005
PROCEED.FreqProceedFreq9One-TimeOne-TimeAcctInvestment Profile9/23/2005
PROCEED.InstrProceedInstr0OtherOtherAcctInvestment Profile6/9/2005
PROCEED.InstrProceedInstr1HoldHoldAcctInvestment Profile6/9/2005
PROCEED.InstrProceedInstr10Send by EFTSend by external bank link (EFT - electronic funds transfer)AcctInvestment Profile11/12/2006
PROCEED.InstrProceedInstr11Handle Distribution Like SalesHandle distributions and dividends like sales proceedsAcctInvestment Profile11/12/2006
PROCEED.InstrProceedInstr12Reinvest Equity and Mutual Fund DividendsReinvest equity and mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
PROCEED.InstrProceedInstr13Reinvest Equity Dividends OnlyReinvest equity dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
PROCEED.InstrProceedInstr14Reinvest Mutual Fund Dividends OnlyReinvest mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
PROCEED.InstrProceedInstr15CreditCreditAcctInvestment Profile3/18/2020
PROCEED.InstrProceedInstr16Change my existing income payment planChange my existing income payment planAcctInvestment Profile12/13/2022
PROCEED.InstrProceedInstr17Terminate my existing income payment planTerminate my existing income payment planAcctInvestment Profile12/13/2022
PROCEED.InstrProceedInstr18Set up a new income payment planSet up a new income payment planAcctInvestment Profile2/15/2023
PROCEED.InstrProceedInstr19Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core AccountReinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle.AcctInvestment Profile2/15/2023
PROCEED.InstrProceedInstr2RemitRemit or send checkAcctInvestment Profile6/9/2005
PROCEED.InstrProceedInstr20Reinvest MF DVDs and CGs. Reinvest DVDs and InterestReinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
PROCEED.InstrProceedInstr21Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
PROCEED.InstrProceedInstr22Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle.AcctInvestment Profile2/15/2023
PROCEED.InstrProceedInstr3DVP - Delivery vs. PaymentDVP - Delivery vs. PaymentAcctInvestment Profile6/9/2005
PROCEED.InstrProceedInstr4Hold and SweepHold and SweepAcctInvestment Profile6/9/2005
PROCEED.InstrProceedInstr5Hold in Street NameHold in Street NameAcctInvestment Profile6/9/2005
PROCEED.InstrProceedInstr6Register and SendRegister and SendAcctInvestment Profile6/9/2005
PROCEED.InstrProceedInstr7ReinvestReinvestAcctInvestment Profile4/6/2006
PROCEED.InstrProceedInstr8Send by CheckSend by check to mailing address of accountAcctInvestment Profile11/12/2006
PROCEED.InstrProceedInstr9Intra-bank PaymentSend by intra-bank payment (IBP)AcctInvestment Profile11/12/2006
PROCEED.MethodProceedMethod0OtherOtherAcctInvestment Profile6/9/2005
PROCEED.MethodProceedMethod1JournalJournalAcctInvestment Profile6/9/2005
PROCEED.MethodProceedMethod2First Party CheckFirst Party CheckAcctInvestment Profile6/9/2005
PROCEED.MethodProceedMethod3Third PartyThird PartyAcctInvestment Profile6/9/2005
PROCEED.MethodProceedMethod4ACHACHAcctInvestment Profile6/9/2005
PROCEED.MethodProceedMethod5Overnight DeliveryOvernight DeliveryAcctInvestment Profile9/9/2015
PROCEED.MethodProceedMethod6Federal Fund WireFederal Fund WireAcctInvestment Profile9/9/2015
PROCEED.PmtDestTypeProceedPmtDestType0OtherOtherAcctInvestment Profile6/15/2016
PROCEED.PmtDestTypeProceedPmtDestType1Address of RecordAddress of RecordAcctInvestment Profile6/15/2016
PROCEED.PmtDestTypeProceedPmtDestType2Alternate AddressAlternate AddressAcctInvestment Profile6/15/2016
PROCEED.PmtDestTypeProceedPmtDestType3Charitable DonationCharitable DonationAcctInvestment Profile6/15/2016
PROCEED.RequestTypeProceedRequestType0OtherOtherAcctInvestment Profile3/18/2020
PROCEED.RequestTypeProceedRequestType1New RequestNew RequestAcctInvestment Profile3/18/2020
PROCEED.RequestTypeProceedRequestType2Change of InstructionsChange of InstructionsAcctInvestment Profile3/18/2020
PURCH.O.AddrTypePurchaseAddressAddrType0OtherOtherAcctInvestment Profile6/9/2005
PURCH.O.AddrTypePurchaseAddressAddrType1HomeHome or Legal addressAcctInvestment Profile6/9/2005
PURCH.O.AddrTypePurchaseAddressAddrType2MailingMailing addressAcctInvestment Profile6/9/2005
PURCH.O.AddrTypePurchaseAddressAddrType3Primary ResidenceAddress of primary residenceAcctInvestment Profile6/9/2005
PURCH.O.AddrTypePurchaseAddressAddrType4OfficeOffice addressAcctInvestment Profile6/9/2005
PURCH.O.AddrTypePurchaseAddressAddrType5Birth PlacePlace of birth addressAcctInvestment Profile6/9/2005
PURCH.O.AddrTypePurchaseAddressAddrType6EmployerEmployer's addressAcctInvestment Profile6/9/2005
PURCH.O.AddrTypePurchaseAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedAcctInvestment Profile6/9/2005
PURCH.O.AddrTypePurchaseAddressAddrType8Branch AddressBranch AddressAcctInvestment Profile6/9/2005
PURCH.O.AddrTypePurchaseAddressAddrType9Broker/Dealer AddressBroker/Dealer AddressAcctInvestment Profile6/9/2005
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType0OtherOtherAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType1ApartmentApartmentAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType10KeyKeyAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType11LobbyLobbyAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType12LotLotAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType13LowerLowerAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType14OfficeOfficeAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType15PenthousePenthouseAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType16PierPierAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType17RearRearAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType18RoomRoomAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType19SideSideAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType2SuiteSuiteAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType20SlipSlipAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType21SpaceSpaceAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType22StopStopAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType23TrailerTrailerAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType24UpperUpperAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType3FloorFloorAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType4UnitUnitAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType5BuildingBuildingAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType6DepartmentDepartmentAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType7BasementBasementAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType8FrontFrontAcctInvestment Profile3/27/2017
PURCH.O.AddrUnitTypePurchaseAddressAddrUnitType9HangerHangerAcctInvestment Profile3/27/2017
PURCH.O.PhoneNumFormatPurchaseAddressPhoneNumFormat0OtherOtherAcctInvestment Profile5/5/2016
PURCH.O.PhoneNumFormatPurchaseAddressPhoneNumFormat1DomesticDomesticAcctInvestment Profile5/5/2016
PURCH.O.PhoneNumFormatPurchaseAddressPhoneNumFormat2InternationalInternationalAcctInvestment Profile5/5/2016
PURCH.O.PrimaryAddressPurchaseAddressPrimaryAddress1Primary AddressPrimary AddressAcctInvestment Profile12/5/2022
PURCH.DistTypePurchaseDistType0OtherOtherAcctInvestment Profile3/18/2020
PURCH.DistTypePurchaseDistType1Principal PaymentPrincipal PaymentAcctInvestment Profile3/18/2020
PURCH.DistTypePurchaseDistType2Income and InterestIncome and InterestAcctInvestment Profile3/18/2020
PURCH.DistTypePurchaseDistType3RMD Reaching Age 70.5Required Minimum Distribution Reaching Age 70.5AcctInvestment Profile3/18/2020
PURCH.DistTypePurchaseDistType4RMD DeathRequired Minimum Distribution DeathAcctInvestment Profile3/18/2020
PURCH.FreqPurchaseFreq0OtherOtherAcctInvestment Profile6/9/2005
PURCH.FreqPurchaseFreq1DailyDailyAcctInvestment Profile6/9/2005
PURCH.FreqPurchaseFreq10Weekly - MondayWeekly - MondayAcctInvestment Profile3/18/2020
PURCH.FreqPurchaseFreq11Weekly - TuesdayWeekly - TuesdayAcctInvestment Profile3/18/2020
PURCH.FreqPurchaseFreq12Weekly - WednesdayWeekly - WednesdayAcctInvestment Profile3/18/2020
PURCH.FreqPurchaseFreq14Weekly - ThursdayWeekly - ThursdayAcctInvestment Profile3/18/2020
PURCH.FreqPurchaseFreq15Weekly - FridayWeekly - FridayAcctInvestment Profile3/18/2020
PURCH.FreqPurchaseFreq16Weekly - SaturdayWeekly - SaturdayAcctInvestment Profile3/18/2020
PURCH.FreqPurchaseFreq17Weekly - SundayWeekly - SundayAcctInvestment Profile3/18/2020
PURCH.FreqPurchaseFreq2WeeklyWeeklyAcctInvestment Profile6/9/2005
PURCH.FreqPurchaseFreq3SemimonthlySemimonthlyAcctInvestment Profile6/9/2005
PURCH.FreqPurchaseFreq4MonthlyMonthlyAcctInvestment Profile6/9/2005
PURCH.FreqPurchaseFreq5BimonthlyBimonthlyAcctInvestment Profile6/9/2005
PURCH.FreqPurchaseFreq6QuarterlyQuarterlyAcctInvestment Profile6/9/2005
PURCH.FreqPurchaseFreq7SemiannuallySemiannuallyAcctInvestment Profile6/9/2005
PURCH.FreqPurchaseFreq8AnnuallyAnnuallyAcctInvestment Profile6/9/2005
PURCH.FreqPurchaseFreq9One-TimeOne-TimeAcctInvestment Profile9/23/2005
PURCH.InstrPurchaseInstr0OtherOtherAcctInvestment Profile6/9/2005
PURCH.InstrPurchaseInstr1HoldHoldAcctInvestment Profile6/9/2005
PURCH.InstrPurchaseInstr10Send by EFTSend by external bank link (EFT - electronic funds transfer)AcctInvestment Profile11/12/2006
PURCH.InstrPurchaseInstr11Handle Distribution Like SalesHandle distributions and dividends like sales proceedsAcctInvestment Profile11/12/2006
PURCH.InstrPurchaseInstr12Reinvest Equity and Mutual Fund DividendsReinvest equity and mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
PURCH.InstrPurchaseInstr13Reinvest Equity Dividends OnlyReinvest equity dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
PURCH.InstrPurchaseInstr14Reinvest Mutual Fund Dividends OnlyReinvest mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
PURCH.InstrPurchaseInstr15CreditCreditAcctInvestment Profile3/18/2020
PURCH.InstrPurchaseInstr16Change my existing income payment planChange my existing income payment planAcctInvestment Profile12/13/2022
PURCH.InstrPurchaseInstr17Terminate my existing income payment planTerminate my existing income payment planAcctInvestment Profile12/13/2022
PURCH.InstrPurchaseInstr18Set up a new income payment planSet up a new income payment planAcctInvestment Profile2/15/2023
PURCH.InstrPurchaseInstr19Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core AccountReinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle.AcctInvestment Profile2/15/2023
PURCH.InstrPurchaseInstr2RemitRemit or send checkAcctInvestment Profile6/9/2005
PURCH.InstrPurchaseInstr20Reinvest MF DVDs and CGs. Reinvest DVDs and InterestReinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
PURCH.InstrPurchaseInstr21Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
PURCH.InstrPurchaseInstr22Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle.AcctInvestment Profile2/15/2023
PURCH.InstrPurchaseInstr3DVP - Delivery vs. PaymentDVP - Delivery vs. PaymentAcctInvestment Profile6/9/2005
PURCH.InstrPurchaseInstr4Hold and SweepHold and SweepAcctInvestment Profile6/9/2005
PURCH.InstrPurchaseInstr5Hold in Street NameHold in Street NameAcctInvestment Profile6/9/2005
PURCH.InstrPurchaseInstr6Register and SendRegister and SendAcctInvestment Profile6/9/2005
PURCH.InstrPurchaseInstr7ReinvestReinvestAcctInvestment Profile4/6/2006
PURCH.InstrPurchaseInstr8Send by CheckSend by check to mailing address of accountAcctInvestment Profile11/12/2006
PURCH.InstrPurchaseInstr9Intra-bank PaymentSend by intra-bank payment (IBP)AcctInvestment Profile11/12/2006
PURCH.MethodPurchaseMethod0OtherOtherAcctInvestment Profile6/9/2005
PURCH.MethodPurchaseMethod1JournalJournalAcctInvestment Profile6/9/2005
PURCH.MethodPurchaseMethod2First Party CheckFirst Party CheckAcctInvestment Profile6/9/2005
PURCH.MethodPurchaseMethod3Third PartyThird PartyAcctInvestment Profile6/9/2005
PURCH.MethodPurchaseMethod4ACHACHAcctInvestment Profile6/9/2005
PURCH.MethodPurchaseMethod5Overnight DeliveryOvernight DeliveryAcctInvestment Profile9/9/2015
PURCH.MethodPurchaseMethod6Federal Fund WireFederal Fund WireAcctInvestment Profile9/9/2015
PURCH.PmtDestTypePurchasePmtDestType0OtherOtherAcctInvestment Profile6/15/2016
PURCH.PmtDestTypePurchasePmtDestType1Address of RecordAddress of RecordAcctInvestment Profile6/15/2016
PURCH.PmtDestTypePurchasePmtDestType2Alternate AddressAlternate AddressAcctInvestment Profile6/15/2016
PURCH.PmtDestTypePurchasePmtDestType3Charitable DonationCharitable DonationAcctInvestment Profile6/15/2016
PURCH.RequestTypePurchaseRequestType0OtherOtherAcctInvestment Profile3/18/2020
PURCH.RequestTypePurchaseRequestType1New RequestNew RequestAcctInvestment Profile3/18/2020
PURCH.RequestTypePurchaseRequestType2Change of InstructionsChange of InstructionsAcctInvestment Profile3/18/2020
VolatilityToleranceVolatilityTolerance1MinimalMinimalClientInvestment Profile9/7/2023
VolatilityToleranceVolatilityTolerance2ModerateModerateClientInvestment Profile9/7/2023
VolatilityToleranceVolatilityTolerance3ConsiderableConsiderableClientInvestment Profile9/7/2023
WD.O.AddrTypeWithdrawalAddressAddrType0OtherOtherAcctInvestment Profile6/9/2005
WD.O.AddrTypeWithdrawalAddressAddrType1HomeHome or Legal addressAcctInvestment Profile6/9/2005
WD.O.AddrTypeWithdrawalAddressAddrType2MailingMailing addressAcctInvestment Profile6/9/2005
WD.O.AddrTypeWithdrawalAddressAddrType3Primary ResidenceAddress of primary residenceAcctInvestment Profile6/9/2005
WD.O.AddrTypeWithdrawalAddressAddrType4OfficeOffice addressAcctInvestment Profile6/9/2005
WD.O.AddrTypeWithdrawalAddressAddrType5Birth PlacePlace of birth addressAcctInvestment Profile6/9/2005
WD.O.AddrTypeWithdrawalAddressAddrType6EmployerEmployer's addressAcctInvestment Profile6/9/2005
WD.O.AddrTypeWithdrawalAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedAcctInvestment Profile6/9/2005
WD.O.AddrTypeWithdrawalAddressAddrType8Branch AddressBranch AddressAcctInvestment Profile6/9/2005
WD.O.AddrTypeWithdrawalAddressAddrType9Broker/Dealer AddressBroker/Dealer AddressAcctInvestment Profile6/9/2005
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType0OtherOtherAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType1ApartmentApartmentAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType10KeyKeyAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType11LobbyLobbyAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType12LotLotAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType13LowerLowerAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType14OfficeOfficeAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType15PenthousePenthouseAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType16PierPierAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType17RearRearAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType18RoomRoomAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType19SideSideAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType2SuiteSuiteAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType20SlipSlipAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType21SpaceSpaceAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType22StopStopAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType23TrailerTrailerAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType24UpperUpperAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType3FloorFloorAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType4UnitUnitAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType5BuildingBuildingAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType6DepartmentDepartmentAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType7BasementBasementAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType8FrontFrontAcctInvestment Profile3/27/2017
WD.O.AddrUnitTypeWithdrawalAddressAddrUnitType9HangerHangerAcctInvestment Profile3/27/2017
WD.O.PhoneNumFormatWithdrawalAddressPhoneNumFormat0OtherOtherAcctInvestment Profile5/5/2016
WD.O.PhoneNumFormatWithdrawalAddressPhoneNumFormat1DomesticDomesticAcctInvestment Profile5/5/2016
WD.O.PhoneNumFormatWithdrawalAddressPhoneNumFormat2InternationalInternationalAcctInvestment Profile5/5/2016
WD.O.PrimaryAddressWithdrawalAddressPrimaryAddress1Primary AddressPrimary AddressAcctInvestment Profile12/5/2022
WD.DistTypeWithdrawalDistType0OtherOtherAcctInvestment Profile3/18/2020
WD.DistTypeWithdrawalDistType1Principal PaymentPrincipal PaymentAcctInvestment Profile3/18/2020
WD.DistTypeWithdrawalDistType2Income and InterestIncome and InterestAcctInvestment Profile3/18/2020
WD.DistTypeWithdrawalDistType3RMD Reaching Age 70.5Required Minimum Distribution Reaching Age 70.5AcctInvestment Profile3/18/2020
WD.DistTypeWithdrawalDistType4RMD DeathRequired Minimum Distribution DeathAcctInvestment Profile3/18/2020
WD.FreqWithdrawalFreq0OtherOtherAcctInvestment Profile6/9/2005
WD.FreqWithdrawalFreq1DailyDailyAcctInvestment Profile6/9/2005
WD.FreqWithdrawalFreq10Weekly - MondayWeekly - MondayAcctInvestment Profile3/18/2020
WD.FreqWithdrawalFreq11Weekly - TuesdayWeekly - TuesdayAcctInvestment Profile3/18/2020
WD.FreqWithdrawalFreq12Weekly - WednesdayWeekly - WednesdayAcctInvestment Profile3/18/2020
WD.FreqWithdrawalFreq14Weekly - ThursdayWeekly - ThursdayAcctInvestment Profile3/18/2020
WD.FreqWithdrawalFreq15Weekly - FridayWeekly - FridayAcctInvestment Profile3/18/2020
WD.FreqWithdrawalFreq16Weekly - SaturdayWeekly - SaturdayAcctInvestment Profile3/18/2020
WD.FreqWithdrawalFreq17Weekly - SundayWeekly - SundayAcctInvestment Profile3/18/2020
WD.FreqWithdrawalFreq2WeeklyWeeklyAcctInvestment Profile6/9/2005
WD.FreqWithdrawalFreq3SemimonthlySemimonthlyAcctInvestment Profile6/9/2005
WD.FreqWithdrawalFreq4MonthlyMonthlyAcctInvestment Profile6/9/2005
WD.FreqWithdrawalFreq5BimonthlyBimonthlyAcctInvestment Profile6/9/2005
WD.FreqWithdrawalFreq6QuarterlyQuarterlyAcctInvestment Profile6/9/2005
WD.FreqWithdrawalFreq7SemiannuallySemiannuallyAcctInvestment Profile6/9/2005
WD.FreqWithdrawalFreq8AnnuallyAnnuallyAcctInvestment Profile6/9/2005
WD.FreqWithdrawalFreq9One-TimeOne-TimeAcctInvestment Profile9/23/2005
WD.InstrWithdrawalInstr0OtherOtherAcctInvestment Profile6/9/2005
WD.InstrWithdrawalInstr1HoldHoldAcctInvestment Profile6/9/2005
WD.InstrWithdrawalInstr10Send by EFTSend by external bank link (EFT - electronic funds transfer)AcctInvestment Profile11/12/2006
WD.InstrWithdrawalInstr11Handle Distribution Like SalesHandle distributions and dividends like sales proceedsAcctInvestment Profile11/12/2006
WD.InstrWithdrawalInstr12Reinvest Equity and Mutual Fund DividendsReinvest equity and mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
WD.InstrWithdrawalInstr13Reinvest Equity Dividends OnlyReinvest equity dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
WD.InstrWithdrawalInstr14Reinvest Mutual Fund Dividends OnlyReinvest mutual fund dividends, handle all other distributions like sales proceedsAcctInvestment Profile11/12/2006
WD.InstrWithdrawalInstr15CreditCreditAcctInvestment Profile3/18/2020
WD.InstrWithdrawalInstr16Change my existing income payment planChange my existing income payment planAcctInvestment Profile12/13/2022
WD.InstrWithdrawalInstr17Terminate my existing income payment planTerminate my existing income payment planAcctInvestment Profile12/13/2022
WD.InstrWithdrawalInstr18Set up a new income payment planSet up a new income payment planAcctInvestment Profile2/15/2023
WD.InstrWithdrawalInstr19Reinvest MF DVDs and CGs. Pay DVDs and Interest and Credit Core AccountReinvest all mutual fund dividends and capital gains; pay dividends and interest from all eligible securities in cash and credit the core account investment vehicle.AcctInvestment Profile2/15/2023
WD.InstrWithdrawalInstr2RemitRemit or send checkAcctInvestment Profile6/9/2005
WD.InstrWithdrawalInstr20Reinvest MF DVDs and CGs. Reinvest DVDs and InterestReinvest all mutual fund dividends and capital gains; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
WD.InstrWithdrawalInstr21Pay MF DVDs and CGs. Reinvest DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash and credit the core account investment vehicle; reinvest dividends and interest from all eligible securities.AcctInvestment Profile2/15/2023
WD.InstrWithdrawalInstr22Pay MF DVDs and CGs. Pay DVDs and Interest from all Eligible SecuritiesPay all mutual fund dividends and capital gains in cash; pay dividends and interest from all eligible securities in cash; credit the core account investment vehicle.AcctInvestment Profile2/15/2023
WD.InstrWithdrawalInstr3DVP - Delivery vs. PaymentDVP - Delivery vs. PaymentAcctInvestment Profile6/9/2005
WD.InstrWithdrawalInstr4Hold and SweepHold and SweepAcctInvestment Profile6/9/2005
WD.InstrWithdrawalInstr5Hold in Street NameHold in Street NameAcctInvestment Profile6/9/2005
WD.InstrWithdrawalInstr6Register and SendRegister and SendAcctInvestment Profile6/9/2005
WD.InstrWithdrawalInstr7ReinvestReinvestAcctInvestment Profile4/6/2006
WD.InstrWithdrawalInstr8Send by CheckSend by check to mailing address of accountAcctInvestment Profile11/12/2006
WD.InstrWithdrawalInstr9Intra-bank PaymentSend by intra-bank payment (IBP)AcctInvestment Profile11/12/2006
WD.MethodWithdrawalMethod0OtherOtherAcctInvestment Profile6/9/2005
WD.MethodWithdrawalMethod1JournalJournalAcctInvestment Profile6/9/2005
WD.MethodWithdrawalMethod2First Party CheckFirst Party CheckAcctInvestment Profile6/9/2005
WD.MethodWithdrawalMethod3Third PartyThird PartyAcctInvestment Profile6/9/2005
WD.MethodWithdrawalMethod4ACHACHAcctInvestment Profile6/9/2005
WD.MethodWithdrawalMethod5Overnight DeliveryOvernight DeliveryAcctInvestment Profile9/9/2015
WD.MethodWithdrawalMethod6Federal Fund WireFederal Fund WireAcctInvestment Profile9/9/2015
WD.PmtDestTypeWithdrawalPmtDestType0OtherOtherAcctInvestment Profile6/15/2016
WD.PmtDestTypeWithdrawalPmtDestType1Address of RecordAddress of RecordAcctInvestment Profile6/15/2016
WD.PmtDestTypeWithdrawalPmtDestType2Alternate AddressAlternate AddressAcctInvestment Profile6/15/2016
WD.PmtDestTypeWithdrawalPmtDestType3Charitable DonationCharitable DonationAcctInvestment Profile6/15/2016
WD.RequestTypeWithdrawalRequestType0OtherOtherAcctInvestment Profile3/18/2020
WD.RequestTypeWithdrawalRequestType1New RequestNew RequestAcctInvestment Profile3/18/2020
WD.RequestTypeWithdrawalRequestType2Change of InstructionsChange of InstructionsAcctInvestment Profile3/18/2020
M.AddrTypeAltPayeeMailingAddrType0OtherOtherAcctPayout6/9/2005
M.AddrTypeAltPayeeMailingAddrType1HomeHome or Legal addressAcctPayout6/9/2005
M.AddrTypeAltPayeeMailingAddrType2MailingMailing addressAcctPayout6/9/2005
M.AddrTypeAltPayeeMailingAddrType3Primary ResidenceAddress of primary residenceAcctPayout6/9/2005
M.AddrTypeAltPayeeMailingAddrType4OfficeOffice addressAcctPayout6/9/2005
M.AddrTypeAltPayeeMailingAddrType5Birth PlacePlace of birth addressAcctPayout6/9/2005
M.AddrTypeAltPayeeMailingAddrType6EmployerEmployer's addressAcctPayout6/9/2005
M.AddrTypeAltPayeeMailingAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedAcctPayout6/9/2005
M.AddrTypeAltPayeeMailingAddrType8Branch AddressBranch AddressAcctPayout6/9/2005
M.AddrTypeAltPayeeMailingAddrType9Broker/Dealer AddressBroker/Dealer AddressAcctPayout6/9/2005
M.AddrUnitTypeAltPayeeMailingAddrUnitType0OtherOtherAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType1ApartmentApartmentAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType10KeyKeyAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType11LobbyLobbyAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType12LotLotAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType13LowerLowerAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType14OfficeOfficeAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType15PenthousePenthouseAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType16PierPierAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType17RearRearAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType18RoomRoomAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType19SideSideAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType2SuiteSuiteAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType20SlipSlipAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType21SpaceSpaceAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType22StopStopAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType23TrailerTrailerAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType24UpperUpperAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType3FloorFloorAcctPayout3/27/2017
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M.AddrUnitTypeAltPayeeMailingAddrUnitType5BuildingBuildingAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType6DepartmentDepartmentAcctPayout3/27/2017
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M.AddrUnitTypeAltPayeeMailingAddrUnitType8FrontFrontAcctPayout3/27/2017
M.AddrUnitTypeAltPayeeMailingAddrUnitType9HangerHangerAcctPayout3/27/2017
M.PhoneNumFormatAltPayeeMailingPhoneNumFormat0OtherOtherAcctPayout5/5/2016
M.PhoneNumFormatAltPayeeMailingPhoneNumFormat1DomesticDomesticAcctPayout5/5/2016
M.PhoneNumFormatAltPayeeMailingPhoneNumFormat2InternationalInternationalAcctPayout5/5/2016
M.PrimaryAddressAltPayeeMailingPrimaryAddress1Primary AddressPrimary AddressAcctPayout12/5/2022
CompanyIDTypeCompanyIDType0OtherOtherCompanyPriorProdCo6/9/2005
CompanyIDTypeCompanyIDType1Tax IDTax IDCompanyPriorProdCo6/9/2005
CompanyIDTypeCompanyIDType2Dunns NumberDunns NumberCompanyPriorProdCo6/9/2005
CompanyIDTypeCompanyIDType3NSCC NumberNSCC NumberCompanyPriorProdCo6/9/2005
O.AddrTypeOfficeAddrType0OtherOtherCompanyProdCo6/9/2005
O.AddrTypeOfficeAddrType1HomeHome or Legal addressCompanyProdCo6/9/2005
O.AddrTypeOfficeAddrType2MailingMailing addressCompanyProdCo6/9/2005
O.AddrTypeOfficeAddrType3Primary ResidenceAddress of primary residenceCompanyProdCo6/9/2005
O.AddrTypeOfficeAddrType4OfficeOffice addressCompanyProdCo6/9/2005
O.AddrTypeOfficeAddrType5Birth PlacePlace of birth addressCompanyProdCo6/9/2005
O.AddrTypeOfficeAddrType6EmployerEmployer's addressCompanyProdCo6/9/2005
O.AddrTypeOfficeAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedCompanyProdCo6/9/2005
O.AddrTypeOfficeAddrType8Branch AddressBranch AddressCompanyProdCo6/9/2005
O.AddrTypeOfficeAddrType9Broker/Dealer AddressBroker/Dealer AddressCompanyProdCo6/9/2005
O.AddrUnitTypeOfficeAddrUnitType0OtherOtherCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType1ApartmentApartmentCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType10KeyKeyCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType11LobbyLobbyCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType12LotLotCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType13LowerLowerCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType14OfficeOfficeCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType15PenthousePenthouseCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType16PierPierCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType17RearRearCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType18RoomRoomCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType19SideSideCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType2SuiteSuiteCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType20SlipSlipCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType21SpaceSpaceCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType22StopStopCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType23TrailerTrailerCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType24UpperUpperCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType3FloorFloorCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType4UnitUnitCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType5BuildingBuildingCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType6DepartmentDepartmentCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType7BasementBasementCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType8FrontFrontCompanyProdCo3/27/2017
O.AddrUnitTypeOfficeAddrUnitType9HangerHangerCompanyProdCo3/27/2017
O.PhoneNumFormatOfficePhoneNumFormat0OtherOtherCompanyProdCo5/5/2016
O.PhoneNumFormatOfficePhoneNumFormat1DomesticDomesticCompanyProdCo5/5/2016
O.PhoneNumFormatOfficePhoneNumFormat2InternationalInternationalCompanyProdCo5/5/2016
O.PrimaryAddressOfficePrimaryAddress1Primary AddressPrimary AddressCompanyProdCo12/5/2022
PO.AddrTypePOBoxAddrType0OtherOtherCompanyProdCo6/9/2005
PO.AddrTypePOBoxAddrType1HomeHome or Legal addressCompanyProdCo6/9/2005
PO.AddrTypePOBoxAddrType2MailingMailing addressCompanyProdCo6/9/2005
PO.AddrTypePOBoxAddrType3Primary ResidenceAddress of primary residenceCompanyProdCo6/9/2005
PO.AddrTypePOBoxAddrType4OfficeOffice addressCompanyProdCo6/9/2005
PO.AddrTypePOBoxAddrType5Birth PlacePlace of birth addressCompanyProdCo6/9/2005
PO.AddrTypePOBoxAddrType6EmployerEmployer's addressCompanyProdCo6/9/2005
PO.AddrTypePOBoxAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedCompanyProdCo6/9/2005
PO.AddrTypePOBoxAddrType8Branch AddressBranch AddressCompanyProdCo6/9/2005
PO.AddrTypePOBoxAddrType9Broker/Dealer AddressBroker/Dealer AddressCompanyProdCo6/9/2005
PO.AddrUnitTypePOBoxAddrUnitType0OtherOtherCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType1ApartmentApartmentCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType10KeyKeyCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType11LobbyLobbyCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType12LotLotCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType13LowerLowerCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType14OfficeOfficeCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType15PenthousePenthouseCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType16PierPierCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType17RearRearCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType18RoomRoomCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType19SideSideCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType2SuiteSuiteCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType20SlipSlipCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType21SpaceSpaceCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType22StopStopCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType23TrailerTrailerCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType24UpperUpperCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType3FloorFloorCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType4UnitUnitCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType5BuildingBuildingCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType6DepartmentDepartmentCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType7BasementBasementCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType8FrontFrontCompanyProdCo3/27/2017
PO.AddrUnitTypePOBoxAddrUnitType9HangerHangerCompanyProdCo3/27/2017
PO.PhoneNumFormatPOBoxPhoneNumFormat0OtherOtherCompanyProdCo5/5/2016
PO.PhoneNumFormatPOBoxPhoneNumFormat1DomesticDomesticCompanyProdCo5/5/2016
PO.PhoneNumFormatPOBoxPhoneNumFormat2InternationalInternationalCompanyProdCo5/5/2016
PO.PrimaryAddressPOBoxPrimaryAddress1Primary AddressPrimary AddressCompanyProdCo12/5/2022
AnnuitySurrenderTypeAnnuitySurrenderType1Full Annuity SurrenderFull Annuity SurrenderProductItemProduct5/12/2023
AnnuitySurrenderTypeAnnuitySurrenderType2Penalty-Free SurrenderPenalty-Free SurrenderProductItemProduct5/12/2023
AnnuitySurrenderTypeAnnuitySurrenderType3Partial Annuity SurrenderPartial Annuity SurrenderProductItemProduct5/12/2023
AnnuityTransferShareTypeAnnuityTransferShareType1Transfer all whole shares and sell fractionsTransfer all whole shares and sell fractionsProductItemProduct5/12/2023
AnnuityTransferShareTypeAnnuityTransferShareType2Transfer all whole shares onlyTransfer all whole shares onlyProductItemProduct5/12/2023
AnnuityTransferShareTypeAnnuityTransferShareType3Transfer all whole shares, sell fractions, and close account.Transfer all whole shares, sell fractions, and close account.ProductItemProduct5/12/2023
AnnuityTransferShareTypeAnnuityTransferShareType4Partial transfer of the Number of Shares following number of eligible whole sharesPartial transfer of the Number of Shares following number of eligible whole sharesProductItemProduct5/12/2023
BankTransferTypeBankTransferType1Transfer cash onlyTransfer cash onlyProductItemProduct5/12/2023
BankTransferTypeBankTransferType2Liquidate CD immediately and send cashLiquidate CD immediately and send cashProductItemProduct5/12/2023
BankTransferTypeBankTransferType3Liquidate CD at maturity and send cashLiquidate CD at maturity and send cashProductItemProduct5/12/2023
CapitalGainOptionsTypeCapitalGainOptionsType1CashCashProductItemProduct5/12/2023
CapitalGainOptionsTypeCapitalGainOptionsType2ReinvestReinvestProductItemProduct5/12/2023
DividendOptionsTypeDividendOptionsType1CashCashProductItemProduct5/12/2023
DividendOptionsTypeDividendOptionsType2ReinvestReinvestProductItemProduct5/12/2023
InsInvestTypeInsInvestType0OtherOtherProductItemProduct10/29/2010
InsInvestTypeInsInvestType1UniversalUniversal Whole LifeProductItemProduct10/29/2010
InsInvestTypeInsInvestType2VariableVariable LifeProductItemProduct10/29/2010
InsInvestTypeInsInvestType3IndexedIndexed Variable LifeProductItemProduct10/29/2010
IssueTypeIssueType0OtherOtherProductItemProduct10/29/2010
IssueTypeIssueType1GIGuaranteed IssueProductItemProduct10/29/2010
IssueTypeIssueType2RIRegular IssueProductItemProduct10/29/2010
IssueTypeIssueType3FUWFull UnderwritingProductItemProduct10/29/2010
IssueTypeIssueType4SISimplified IssueProductItemProduct10/29/2010
MFTransferTypeMFTransferType1In KindIn KindProductItemProduct5/12/2023
MFTransferTypeMFTransferType2LiquidateLiquidateProductItemProduct5/12/2023
TransferAltInvTransferAltInv1YesYesProductItemProduct5/12/2023
TransferBrokerageAssetsInKindTypeTransferBrokerageAssetsInKindType1Transfer the entire account, In KindTransfer the entire account, In KindProductItemProduct5/12/2023
TransferBrokerageAssetsInKindTypeTransferBrokerageAssetsInKindType2Transfer only part of my account In KindTransfer only part of my account In KindProductItemProduct5/12/2023
TransferTypeTransferType1CashCashProductItemProduct5/12/2023
TransferTypeTransferType2ReinvestReinvestProductItemProduct5/12/2023
DataSourceDataSource0OtherEntered manually or other methodQDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource1BlankLocalDBBlankLocalDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource10Junxure-IJunxure-I (From tblPRDQDBCDataSource - Partner CustomerID: 10000113)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource11BlankCSVDBBlankCSVDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource12Text File - Comma Separted Values (*.txt, *.csv)Text File - Comma Separted Values (*.txt, *.csv) (From tblPRDQDBCDataSource - Partner CustomerID: 10000002)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource13BlankWebDBBlankWebDB (From tblPRDQDBCDataSource - Partner CustomerID: 10000002)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource14ACT!ACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000101)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource16ACT4AdvisorsACT4Advisors (From tblPRDQDBCDataSource - Partner CustomerID: 10000102)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource17AdvisorsAssistantAdvisorsAssistant (From tblPRDQDBCDataSource - Partner CustomerID: 10000111)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource18Wealth SpringWealth Spring (From tblPRDQDBCDataSource - Partner CustomerID: 10000125)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource19BrokersACT!BrokersACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000110)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource2Microsoft OutlookMicrosoft Outlook (From tblPRDQDBCDataSource - Partner CustomerID: 10000135)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource20BrokersACT!BrokersACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000110)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource21Junxure - Schwab Performance TechnologiesJunxure - Schwab Performance Technologies (From tblPRDQDBCDataSource - Partner CustomerID: 10000131)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource23Advent QubeAdvent Qube (From tblPRDQDBCDataSource - Partner CustomerID: 10000104)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource24Albridge (StatementOne) Web ServicesAlbridge (StatementOne) Web Services (From tblPRDQDBCDataSource - Partner CustomerID: 10000105)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource25Goldmine Financial TemplateGoldmine Financial Template (From tblPRDQDBCDataSource - Partner CustomerID: 10000118)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource27Albridge Master Client ExportAlbridge Master Client Export (From tblPRDQDBCDataSource - Partner CustomerID: 10000105)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource28BrokersAllyBrokersAlly (From tblPRDQDBCDataSource - Partner CustomerID: 10000130)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource29Relationship Manager - Schwab Performance TechnologiesRelationship Manager - Schwab Performance Technologies (From tblPRDQDBCDataSource - Partner CustomerID: 10000131)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource30ProTrackerProTracker (From tblPRDQDBCDataSource - Partner CustomerID: 10000128)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource32GBS AgencyGBS Agency (From tblPRDQDBCDataSource - Partner CustomerID: 10000119)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource33InscommInscomm (From tblPRDQDBCDataSource - Partner CustomerID: 10000121)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource35Microsoft ExcelMicrosoft Excel (From tblPRDQDBCDataSource - Partner CustomerID: 10000135)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource36JunxureJunxure (From tblPRDQDBCDataSource - Partner CustomerID: 10000113)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource37CenterpieceCenterpiece (From tblPRDQDBCDataSource - Partner CustomerID: 10000131)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource39EZ-Data Smart Office ExportEZ-Data Smart Office Export (From tblPRDQDBCDataSource - Partner CustomerID: 10000115)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource4dbCAMS+, Ontra+, Vestige+dbCAMS+, Ontra+, Vestige+ (From tblPRDQDBCDataSource - Partner CustomerID: 10000116)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource40Contact Partner (FDP)Contact Partner (FDP) (From tblPRDQDBCDataSource - Partner CustomerID: 10000133)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource41Quik! DatabaseQuik! Database (From tblPRDQDBCDataSource - Partner CustomerID: 10000002)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource42ACT!ACT! (From tblPRDQDBCDataSource - Partner CustomerID: 10000101)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource44APXAPX (From tblPRDQDBCDataSource - Partner CustomerID: 10000002)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource45Customer: Worley Financial Group, IncCustomer: Worley Financial Group, Inc (From tblPRDQDBCDataSource - Partner CustomerID: 10001487)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource46JunxureJunxure (From tblPRDQDBCDataSource - Partner CustomerID: 10000113)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource47ProTracker Advantage (SQL)ProTracker Advantage (SQL) (From tblPRDQDBCDataSource - Partner CustomerID: 10000128)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource48ACT4AdvisorsACT4Advisors (From tblPRDQDBCDataSource - Partner CustomerID: 10000102)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource49Microsoft ExcelMicrosoft Excel (From tblPRDQDBCDataSource - Partner CustomerID: 10000135)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource5GoldmineGoldmine (From tblPRDQDBCDataSource - Partner CustomerID: 10000118)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource50Customer: Landaas - APXCustomer: Landaas - APX (From tblPRDQDBCDataSource - Partner CustomerID: 10000002)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource51Microsoft Outlook Business Contact ManagerMicrosoft Outlook Business Contact Manager (From tblPRDQDBCDataSource - Partner CustomerID: 10000135)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource53Redtail Web ServicesRedtail Web Services (From tblPRDQDBCDataSource - Partner CustomerID: 10000002)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource54SFCRMSFCRM (From tblPRDQDBCDataSource - Partner CustomerID: 10000002)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource55Contact Partner (FDP)Contact Partner (FDP) (From tblPRDQDBCDataSource - Partner CustomerID: 10000133)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource56EZ-Data CDS (Client Data System)EZ-Data CDS (Client Data System) (From tblPRDQDBCDataSource - Partner CustomerID: 10000115)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource57ProTracker AdvantageProTracker Advantage (From tblPRDQDBCDataSource - Partner CustomerID: 10000128)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource6FNIC GoldmineFNIC Goldmine (From tblPRDQDBCDataSource - Partner CustomerID: 10000118)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource7Bill Good Marketing - GorillaBill Good Marketing - Gorilla (From tblPRDQDBCDataSource - Partner CustomerID: 10000109)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource8EZ-Data CDS (Client Data System)EZ-Data CDS (Client Data System) (From tblPRDQDBCDataSource - Partner CustomerID: 10000115)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource9Sigma Financial Management - System 2002Sigma Financial Management - System 2002 (From tblPRDQDBCDataSource - Partner CustomerID: 10001160)QDBCSourceQDBCDataSource8/7/2011
DataSourceDataSource99ProTracker AdvantageProTracker Advantage (From tblPRDQDBCDataSource - Partner CustomerID: 10000128)QDBCSourceQDBCDataSource8/7/2011
H.AddrTypeHomeAddrType0OtherOtherRepRep Profile6/9/2005
H.AddrTypeHomeAddrType1HomeHome or Legal addressRepRep Profile6/9/2005
H.AddrTypeHomeAddrType2MailingMailing addressRepRep Profile6/9/2005
H.AddrTypeHomeAddrType3Primary ResidenceAddress of primary residenceRepRep Profile6/9/2005
H.AddrTypeHomeAddrType4OfficeOffice addressRepRep Profile6/9/2005
H.AddrTypeHomeAddrType5Birth PlacePlace of birth addressRepRep Profile6/9/2005
H.AddrTypeHomeAddrType6EmployerEmployer's addressRepRep Profile6/9/2005
H.AddrTypeHomeAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedRepRep Profile6/9/2005
H.AddrTypeHomeAddrType8Branch AddressBranch AddressRepRep Profile6/9/2005
H.AddrTypeHomeAddrType9Broker/Dealer AddressBroker/Dealer AddressRepRep Profile6/9/2005
H.AddrUnitTypeHomeAddrUnitType0OtherOtherRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType1ApartmentApartmentRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType10KeyKeyRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType11LobbyLobbyRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType12LotLotRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType13LowerLowerRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType14OfficeOfficeRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType15PenthousePenthouseRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType16PierPierRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType17RearRearRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType18RoomRoomRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType19SideSideRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType2SuiteSuiteRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType20SlipSlipRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType21SpaceSpaceRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType22StopStopRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType23TrailerTrailerRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType24UpperUpperRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType3FloorFloorRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType4UnitUnitRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType5BuildingBuildingRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType6DepartmentDepartmentRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType7BasementBasementRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType8FrontFrontRepRep Profile3/27/2017
H.AddrUnitTypeHomeAddrUnitType9HangerHangerRepRep Profile3/27/2017
H.PhoneNumFormatHomePhoneNumFormat0OtherOtherRepRep Profile5/5/2016
H.PhoneNumFormatHomePhoneNumFormat1DomesticDomesticRepRep Profile5/5/2016
H.PhoneNumFormatHomePhoneNumFormat2InternationalInternationalRepRep Profile5/5/2016
H.PrimaryAddressHomePrimaryAddress1Primary AddressPrimary AddressRepRep Profile12/5/2022
OSJSignAddr.AddrTypeOSJSignatureAddressAddrType0OtherOtherRepRep Profile6/9/2005
OSJSignAddr.AddrTypeOSJSignatureAddressAddrType1HomeHome or Legal addressRepRep Profile6/9/2005
OSJSignAddr.AddrTypeOSJSignatureAddressAddrType2MailingMailing addressRepRep Profile6/9/2005
OSJSignAddr.AddrTypeOSJSignatureAddressAddrType3Primary ResidenceAddress of primary residenceRepRep Profile6/9/2005
OSJSignAddr.AddrTypeOSJSignatureAddressAddrType4OfficeOffice addressRepRep Profile6/9/2005
OSJSignAddr.AddrTypeOSJSignatureAddressAddrType5Birth PlacePlace of birth addressRepRep Profile6/9/2005
OSJSignAddr.AddrTypeOSJSignatureAddressAddrType6EmployerEmployer's addressRepRep Profile6/9/2005
OSJSignAddr.AddrTypeOSJSignatureAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedRepRep Profile6/9/2005
OSJSignAddr.AddrTypeOSJSignatureAddressAddrType8Branch AddressBranch AddressRepRep Profile6/9/2005
OSJSignAddr.AddrTypeOSJSignatureAddressAddrType9Broker/Dealer AddressBroker/Dealer AddressRepRep Profile6/9/2005
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType0OtherOtherRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType1ApartmentApartmentRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType10KeyKeyRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType11LobbyLobbyRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType12LotLotRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType13LowerLowerRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType14OfficeOfficeRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType15PenthousePenthouseRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType16PierPierRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType17RearRearRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType18RoomRoomRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType19SideSideRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType2SuiteSuiteRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType20SlipSlipRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType21SpaceSpaceRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType22StopStopRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType23TrailerTrailerRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType24UpperUpperRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType3FloorFloorRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType4UnitUnitRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType5BuildingBuildingRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType6DepartmentDepartmentRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType7BasementBasementRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType8FrontFrontRepRep Profile3/27/2017
OSJSignAddr.AddrUnitTypeOSJSignatureAddressAddrUnitType9HangerHangerRepRep Profile3/27/2017
OSJSignAddr.PhoneNumFormatOSJSignatureAddressPhoneNumFormat0OtherOtherRepRep Profile5/5/2016
OSJSignAddr.PhoneNumFormatOSJSignatureAddressPhoneNumFormat1DomesticDomesticRepRep Profile5/5/2016
OSJSignAddr.PhoneNumFormatOSJSignatureAddressPhoneNumFormat2InternationalInternationalRepRep Profile5/5/2016
OSJSignAddr.PrimaryAddressOSJSignatureAddressPrimaryAddress1Primary AddressPrimary AddressRepRep Profile12/5/2022
P.AddrTypePersonalAddrType0OtherOtherRepRep Profile6/9/2005
P.AddrTypePersonalAddrType1HomeHome or Legal addressRepRep Profile6/9/2005
P.AddrTypePersonalAddrType2MailingMailing addressRepRep Profile6/9/2005
P.AddrTypePersonalAddrType3Primary ResidenceAddress of primary residenceRepRep Profile6/9/2005
P.AddrTypePersonalAddrType4OfficeOffice addressRepRep Profile6/9/2005
P.AddrTypePersonalAddrType5Birth PlacePlace of birth addressRepRep Profile6/9/2005
P.AddrTypePersonalAddrType6EmployerEmployer's addressRepRep Profile6/9/2005
P.AddrTypePersonalAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedRepRep Profile6/9/2005
P.AddrTypePersonalAddrType8Branch AddressBranch AddressRepRep Profile6/9/2005
P.AddrTypePersonalAddrType9Broker/Dealer AddressBroker/Dealer AddressRepRep Profile6/9/2005
P.AddrUnitTypePersonalAddrUnitType0OtherOtherRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType1ApartmentApartmentRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType10KeyKeyRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType11LobbyLobbyRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType12LotLotRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType13LowerLowerRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType14OfficeOfficeRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType15PenthousePenthouseRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType16PierPierRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType17RearRearRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType18RoomRoomRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType19SideSideRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType2SuiteSuiteRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType20SlipSlipRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType21SpaceSpaceRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType22StopStopRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType23TrailerTrailerRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType24UpperUpperRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType3FloorFloorRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType4UnitUnitRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType5BuildingBuildingRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType6DepartmentDepartmentRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType7BasementBasementRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType8FrontFrontRepRep Profile3/27/2017
P.AddrUnitTypePersonalAddrUnitType9HangerHangerRepRep Profile3/27/2017
P.PhoneNumFormatPersonalPhoneNumFormat0OtherOtherRepRep Profile5/5/2016
P.PhoneNumFormatPersonalPhoneNumFormat1DomesticDomesticRepRep Profile5/5/2016
P.PhoneNumFormatPersonalPhoneNumFormat2InternationalInternationalRepRep Profile5/5/2016
P.PrimaryAddressPersonalPrimaryAddress1Primary AddressPrimary AddressRepRep Profile12/5/2022
PrefixPrefix0OtherOtherRepRep Profile11/13/2012
PrefixPrefix1Mr.MisterRepRep Profile11/13/2012
PrefixPrefix2Mrs.MissesRepRep Profile11/13/2012
PrefixPrefix3Ms.MisRepRep Profile11/13/2012
PrefixPrefix4EstateEstateRepRep Profile11/13/2012
PrefixPrefix5TrustTrustRepRep Profile11/13/2012
PrefixPrefix6Dr.DoctorRepRep Profile11/13/2012
PrefixPrefix7MissMissRepRep Profile11/13/2012
PrincSignAddr.AddrTypePrincipalSignatureAddressAddrType0OtherOtherRepRep Profile6/9/2005
PrincSignAddr.AddrTypePrincipalSignatureAddressAddrType1HomeHome or Legal addressRepRep Profile6/9/2005
PrincSignAddr.AddrTypePrincipalSignatureAddressAddrType2MailingMailing addressRepRep Profile6/9/2005
PrincSignAddr.AddrTypePrincipalSignatureAddressAddrType3Primary ResidenceAddress of primary residenceRepRep Profile6/9/2005
PrincSignAddr.AddrTypePrincipalSignatureAddressAddrType4OfficeOffice addressRepRep Profile6/9/2005
PrincSignAddr.AddrTypePrincipalSignatureAddressAddrType5Birth PlacePlace of birth addressRepRep Profile6/9/2005
PrincSignAddr.AddrTypePrincipalSignatureAddressAddrType6EmployerEmployer's addressRepRep Profile6/9/2005
PrincSignAddr.AddrTypePrincipalSignatureAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedRepRep Profile6/9/2005
PrincSignAddr.AddrTypePrincipalSignatureAddressAddrType8Branch AddressBranch AddressRepRep Profile6/9/2005
PrincSignAddr.AddrTypePrincipalSignatureAddressAddrType9Broker/Dealer AddressBroker/Dealer AddressRepRep Profile6/9/2005
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType0OtherOtherRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType1ApartmentApartmentRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType10KeyKeyRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType11LobbyLobbyRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType12LotLotRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType13LowerLowerRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType14OfficeOfficeRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType15PenthousePenthouseRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType16PierPierRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType17RearRearRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType18RoomRoomRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType19SideSideRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType2SuiteSuiteRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType20SlipSlipRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType21SpaceSpaceRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType22StopStopRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType23TrailerTrailerRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType24UpperUpperRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType3FloorFloorRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType4UnitUnitRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType5BuildingBuildingRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType6DepartmentDepartmentRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType7BasementBasementRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType8FrontFrontRepRep Profile3/27/2017
PrincSignAddr.AddrUnitTypePrincipalSignatureAddressAddrUnitType9HangerHangerRepRep Profile3/27/2017
PrincSignAddr.PhoneNumFormatPrincipalSignatureAddressPhoneNumFormat0OtherOtherRepRep Profile5/5/2016
PrincSignAddr.PhoneNumFormatPrincipalSignatureAddressPhoneNumFormat1DomesticDomesticRepRep Profile5/5/2016
PrincSignAddr.PhoneNumFormatPrincipalSignatureAddressPhoneNumFormat2InternationalInternationalRepRep Profile5/5/2016
PrincSignAddr.PrimaryAddressPrincipalSignatureAddressPrimaryAddress1Primary AddressPrimary AddressRepRep Profile12/5/2022
RegisteredInClientStateRegisteredInClientState1Registered in Client StateRegistered in Client StateRepRep Profile12/5/2022
RepNumTypeRepNumberType0OtherOtherRepRep Profile6/9/2005
RepNumTypeRepNumberType1Rep NumberRep NumberRepRep Profile6/9/2005
RepNumTypeRepNumberType2SSNSSNRepRep Profile6/9/2005
RepNumTypeRepNumberType3Tax IDTax IDRepRep Profile6/9/2005
RepTypeRepType0OtherOtherRepRep Profile6/9/2005
RepTypeRepType1IndividualIndividualRepRep Profile6/9/2005
RepTypeRepType2EntityEntityRepRep Profile6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType0OtherOtherRepRep Profile6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType1HomeHome or Legal addressRepRep Profile6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType2MailingMailing addressRepRep Profile6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType3Primary ResidenceAddress of primary residenceRepRep Profile6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType4OfficeOffice addressRepRep Profile6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType5Birth PlacePlace of birth addressRepRep Profile6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType6EmployerEmployer's addressRepRep Profile6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedRepRep Profile6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType8Branch AddressBranch AddressRepRep Profile6/9/2005
SignAddr.AddrTypeSignatureAddressAddrType9Broker/Dealer AddressBroker/Dealer AddressRepRep Profile6/9/2005
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType0OtherOtherRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType1ApartmentApartmentRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType10KeyKeyRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType11LobbyLobbyRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType12LotLotRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType13LowerLowerRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType14OfficeOfficeRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType15PenthousePenthouseRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType16PierPierRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType17RearRearRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType18RoomRoomRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType19SideSideRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType2SuiteSuiteRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType20SlipSlipRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType21SpaceSpaceRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType22StopStopRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType23TrailerTrailerRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType24UpperUpperRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType3FloorFloorRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType4UnitUnitRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType5BuildingBuildingRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType6DepartmentDepartmentRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType7BasementBasementRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType8FrontFrontRepRep Profile3/27/2017
SignAddr.AddrUnitTypeSignatureAddressAddrUnitType9HangerHangerRepRep Profile3/27/2017
SignAddr.PhoneNumFormatSignatureAddressPhoneNumFormat0OtherOtherRepRep Profile5/5/2016
SignAddr.PhoneNumFormatSignatureAddressPhoneNumFormat1DomesticDomesticRepRep Profile5/5/2016
SignAddr.PhoneNumFormatSignatureAddressPhoneNumFormat2InternationalInternationalRepRep Profile5/5/2016
SignAddr.PrimaryAddressSignatureAddressPrimaryAddress1Primary AddressPrimary AddressRepRep Profile12/5/2022
ComplianceTestComplianceTest0OtherOtherRuleRule10/29/2010
ComplianceTestComplianceTest1CVATCVATRuleRule10/29/2010
ComplianceTestComplianceTest2GPTGPTRuleRule10/29/2010
BDEmployeeBrokerDealerEmployee1YesYesClientSuitability12/5/2022
BDEmployeeBrokerDealerEmployeeNoNoNoClientSuitability12/5/2022
BDEmployeeBrokerDealerEmployeeYesYesYesClientSuitability12/5/2022
BDOtherEmployeeBrokerDealerOtherEmployee1YesYesClientSuitability12/5/2022
BDOtherEmployeeBrokerDealerOtherEmployeeNoNoNoClientSuitability12/5/2022
BDOtherEmployeeBrokerDealerOtherEmployeeYesYesYesClientSuitability12/5/2022
BDOtherRelatedBrokerDealerOtherRelated1YesYesClientSuitability12/5/2022
BDOtherRelatedBrokerDealerOtherRelatedNoNoNoClientSuitability12/5/2022
BDOtherRelatedBrokerDealerOtherRelatedYesYesYesClientSuitability12/5/2022
BDRelatedBrokerDealerRelated1YesYesClientSuitability12/5/2022
BDRelatedBrokerDealerRelatedNoNoNoClientSuitability12/5/2022
BDRelatedBrokerDealerRelatedYesYesYesClientSuitability12/5/2022
CashAvailable.TypeCashAvailableType1YesYesClientSuitability12/5/2022
DependentTypeDependentType0OtherOtherClientSuitability4/6/2016
DependentTypeDependentType1SpouseSpouseClientSuitability4/6/2016
DependentTypeDependentType2ChildChildClientSuitability4/6/2016
DependentTypeDependentType3ParentParentClientSuitability4/6/2016
DependentTypeDependentType4GrandparentGrandparentClientSuitability4/6/2016
DependentTypeDependentType5GrandchildGrandchildClientSuitability4/6/2016
DependentTypeDependentType6SiblingSiblingClientSuitability4/6/2016
DvdIncome.TypeDividendIncomeType1YesYesClientSuitability12/5/2022
EntityVerifyTypeEntityVerifyType0OtherOtherClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType1Articles of IncorporationArticles of IncorporationClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType10Trust DocumentTrust DocumentClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType11Trustee Certificate of Investment PowersTrustee Certificate of Investment PowersClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType2Partnership AgreementPartnership AgreementClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType3Non-Corporate ResolutionNon-Corporate ResolutionClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType4Corporate ResolutionCorporate ResolutionClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType5Investment Club AgreementInvestment Club AgreementClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType6Company Retirement Plan DocumentCompany Retirement Plan DocumentClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType7Death CertificateDeath CertificateClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType8Court Appointment (cannot be older than 90 days)Court Appointment (cannot be older than 90 days)ClientSuitability4/5/2016
EntityVerifyTypeEntityVerifyType9Affidavit of DomicileAffidavit of DomicileClientSuitability4/5/2016
ExchangeRelatedExchangeRelated1YesYesClientSuitability12/5/2022
ExchangeRelatedExchangeRelatedNoNoNoClientSuitability12/5/2022
ExchangeRelatedExchangeRelatedYesYesYesClientSuitability12/5/2022
ER.AddrTypeExchangeRelatedAddrAddrType0OtherOtherClientSuitability6/9/2005
ER.AddrTypeExchangeRelatedAddrAddrType1HomeHome or Legal addressClientSuitability6/9/2005
ER.AddrTypeExchangeRelatedAddrAddrType2MailingMailing addressClientSuitability6/9/2005
ER.AddrTypeExchangeRelatedAddrAddrType3Primary ResidenceAddress of primary residenceClientSuitability6/9/2005
ER.AddrTypeExchangeRelatedAddrAddrType4OfficeOffice addressClientSuitability6/9/2005
ER.AddrTypeExchangeRelatedAddrAddrType5Birth PlacePlace of birth addressClientSuitability6/9/2005
ER.AddrTypeExchangeRelatedAddrAddrType6EmployerEmployer's addressClientSuitability6/9/2005
ER.AddrTypeExchangeRelatedAddrAddrType7Employer Incorporated LocationEmployer's legal address where incorporatedClientSuitability6/9/2005
ER.AddrTypeExchangeRelatedAddrAddrType8Branch AddressBranch AddressClientSuitability6/9/2005
ER.AddrTypeExchangeRelatedAddrAddrType9Broker/Dealer AddressBroker/Dealer AddressClientSuitability6/9/2005
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType0OtherOtherClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType1ApartmentApartmentClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType10KeyKeyClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType11LobbyLobbyClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType12LotLotClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType13LowerLowerClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType14OfficeOfficeClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType15PenthousePenthouseClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType16PierPierClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType17RearRearClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType18RoomRoomClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType19SideSideClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType2SuiteSuiteClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType20SlipSlipClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType21SpaceSpaceClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType22StopStopClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType23TrailerTrailerClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType24UpperUpperClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType3FloorFloorClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType4UnitUnitClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType5BuildingBuildingClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType6DepartmentDepartmentClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType7BasementBasementClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType8FrontFrontClientSuitability3/27/2017
ER.AddrUnitTypeExchangeRelatedAddrAddrUnitType9HangerHangerClientSuitability3/27/2017
ER.PhoneNumFormatExchangeRelatedAddrPhoneNumFormat0OtherOtherClientSuitability5/5/2016
ER.PhoneNumFormatExchangeRelatedAddrPhoneNumFormat1DomesticDomesticClientSuitability5/5/2016
ER.PhoneNumFormatExchangeRelatedAddrPhoneNumFormat2InternationalInternationalClientSuitability5/5/2016
ER.PrimaryAddressExchangeRelatedAddrPrimaryAddress1Primary AddressPrimary AddressClientSuitability12/5/2022
ExpAnnual.TypeExpenseAnnualType1YesYesClientSuitability12/5/2022
ExpSpecial.TypeExpenseSpecialType1YesYesClientSuitability12/5/2022
FirmRelatedHoldAssetsFirmRelatedHoldAssets1YesYesRepSuitability12/5/2022
FirmRelatedHoldAssetsFirmRelatedHoldAssetsNoNoNoRepSuitability12/5/2022
FirmRelatedHoldAssetsFirmRelatedHoldAssetsYesYesYesRepSuitability12/5/2022
FirmRelatedToAcctFirmRelatedToAcct1YesYesRepSuitability12/5/2022
FirmRelatedToAcctFirmRelatedToAcctNoNoNoRepSuitability12/5/2022
FirmRelatedToAcctFirmRelatedToAcctYesYesYesRepSuitability12/5/2022
HouseholdIncome.TypeHouseholdIncomeType1YesYesClientSuitability12/5/2022
Income.TypeIncomeType1YesYesClientSuitability12/5/2022
InterestIncome.TypeInterestIncomeType1YesYesClientSuitability12/5/2022
InvAssets.TypeInvestableAssetsType1YesYesClientSuitability12/5/2022
InvestExperTypeAltInvestInvestExperTypeAltInvest0OtherOtherClientSuitability8/6/2014
InvestExperTypeAltInvestInvestExperTypeAltInvest1NoneNoneClientSuitability8/6/2014
InvestExperTypeAltInvestInvestExperTypeAltInvest2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeAltInvestInvestExperTypeAltInvest3ModerateModerateClientSuitability8/6/2014
InvestExperTypeAltInvestInvestExperTypeAltInvest4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeAnnuityInvestExperTypeAnnuity0OtherOtherClientSuitability8/6/2014
InvestExperTypeAnnuityInvestExperTypeAnnuity1NoneNoneClientSuitability8/6/2014
InvestExperTypeAnnuityInvestExperTypeAnnuity2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeAnnuityInvestExperTypeAnnuity3ModerateModerateClientSuitability8/6/2014
InvestExperTypeAnnuityInvestExperTypeAnnuity4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeBondInvestExperTypeBond0OtherOtherClientSuitability8/6/2014
InvestExperTypeBondInvestExperTypeBond1NoneNoneClientSuitability8/6/2014
InvestExperTypeBondInvestExperTypeBond2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeBondInvestExperTypeBond3ModerateModerateClientSuitability8/6/2014
InvestExperTypeBondInvestExperTypeBond4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeCashInvestExperTypeCash0OtherOtherClientSuitability8/6/2014
InvestExperTypeCashInvestExperTypeCash1NoneNoneClientSuitability8/6/2014
InvestExperTypeCashInvestExperTypeCash2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeCashInvestExperTypeCash3ModerateModerateClientSuitability8/6/2014
InvestExperTypeCashInvestExperTypeCash4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeCDsInvestExperTypeCDs0OtherOtherClientSuitability8/6/2014
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InvestExperTypeCDsInvestExperTypeCDs3ModerateModerateClientSuitability8/6/2014
InvestExperTypeCDsInvestExperTypeCDs4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeCommoditiesInvestExperTypeCommodities0OtherOtherClientSuitability8/3/2016
InvestExperTypeCommoditiesInvestExperTypeCommodities1NoneNoneClientSuitability8/3/2016
InvestExperTypeCommoditiesInvestExperTypeCommodities2LimitedLimitedClientSuitability8/3/2016
InvestExperTypeCommoditiesInvestExperTypeCommodities3ModerateModerateClientSuitability8/3/2016
InvestExperTypeCommoditiesInvestExperTypeCommodities4ExtensiveExtensiveClientSuitability8/3/2016
InvestExperTypeEmpPlanInvestExperTypeEmpPlan0OtherOtherClientSuitability8/3/2016
InvestExperTypeEmpPlanInvestExperTypeEmpPlan1NoneNoneClientSuitability8/3/2016
InvestExperTypeEmpPlanInvestExperTypeEmpPlan2LimitedLimitedClientSuitability8/3/2016
InvestExperTypeEmpPlanInvestExperTypeEmpPlan3ModerateModerateClientSuitability8/3/2016
InvestExperTypeEmpPlanInvestExperTypeEmpPlan4ExtensiveExtensiveClientSuitability8/3/2016
InvestExperTypeETFInvestExperTypeETF0OtherOtherClientSuitability8/6/2014
InvestExperTypeETFInvestExperTypeETF1NoneNoneClientSuitability8/6/2014
InvestExperTypeETFInvestExperTypeETF2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeETFInvestExperTypeETF3ModerateModerateClientSuitability8/6/2014
InvestExperTypeETFInvestExperTypeETF4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeFixedIncomeInvestExperTypeFixedIncome0OtherOtherClientSuitability8/6/2014
InvestExperTypeFixedIncomeInvestExperTypeFixedIncome1NoneNoneClientSuitability8/6/2014
InvestExperTypeFixedIncomeInvestExperTypeFixedIncome2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeFixedIncomeInvestExperTypeFixedIncome3ModerateModerateClientSuitability8/6/2014
InvestExperTypeFixedIncomeInvestExperTypeFixedIncome4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeForeignCurrencyInvestExperTypeForeignCurrency0OtherOtherClientSuitability8/6/2014
InvestExperTypeForeignCurrencyInvestExperTypeForeignCurrency1NoneNoneClientSuitability8/6/2014
InvestExperTypeForeignCurrencyInvestExperTypeForeignCurrency2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeForeignCurrencyInvestExperTypeForeignCurrency3ModerateModerateClientSuitability8/6/2014
InvestExperTypeForeignCurrencyInvestExperTypeForeignCurrency4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeForeignSecuritiesInvestExperTypeForeignSecurities0OtherOtherClientSuitability8/6/2014
InvestExperTypeForeignSecuritiesInvestExperTypeForeignSecurities1NoneNoneClientSuitability8/6/2014
InvestExperTypeForeignSecuritiesInvestExperTypeForeignSecurities2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeForeignSecuritiesInvestExperTypeForeignSecurities3ModerateModerateClientSuitability8/6/2014
InvestExperTypeForeignSecuritiesInvestExperTypeForeignSecurities4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeFutureInvestExperTypeFuture0OtherOtherClientSuitability8/6/2014
InvestExperTypeFutureInvestExperTypeFuture1NoneNoneClientSuitability8/6/2014
InvestExperTypeFutureInvestExperTypeFuture2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeFutureInvestExperTypeFuture3ModerateModerateClientSuitability8/6/2014
InvestExperTypeFutureInvestExperTypeFuture4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeInsuranceInvestExperTypeInsurance0OtherOtherClientSuitability8/3/2016
InvestExperTypeInsuranceInvestExperTypeInsurance1NoneNoneClientSuitability8/3/2016
InvestExperTypeInsuranceInvestExperTypeInsurance2LimitedLimitedClientSuitability8/3/2016
InvestExperTypeInsuranceInvestExperTypeInsurance3ModerateModerateClientSuitability8/3/2016
InvestExperTypeInsuranceInvestExperTypeInsurance4ExtensiveExtensiveClientSuitability8/3/2016
InvestExperTypeLLPInvestExperTypeLLP0OtherOtherClientSuitability8/6/2014
InvestExperTypeLLPInvestExperTypeLLP1NoneNoneClientSuitability8/6/2014
InvestExperTypeLLPInvestExperTypeLLP2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeLLPInvestExperTypeLLP3ModerateModerateClientSuitability8/6/2014
InvestExperTypeLLPInvestExperTypeLLP4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeManagedAcctInvestExperTypeManagedAcct0OtherOtherClientSuitability8/3/2016
InvestExperTypeManagedAcctInvestExperTypeManagedAcct1NoneNoneClientSuitability8/3/2016
InvestExperTypeManagedAcctInvestExperTypeManagedAcct2LimitedLimitedClientSuitability8/3/2016
InvestExperTypeManagedAcctInvestExperTypeManagedAcct3ModerateModerateClientSuitability8/3/2016
InvestExperTypeManagedAcctInvestExperTypeManagedAcct4ExtensiveExtensiveClientSuitability8/3/2016
InvestExperTypeMarginInvestExperTypeMargin0OtherOtherClientSuitability8/6/2014
InvestExperTypeMarginInvestExperTypeMargin1NoneNoneClientSuitability8/6/2014
InvestExperTypeMarginInvestExperTypeMargin2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeMarginInvestExperTypeMargin3ModerateModerateClientSuitability8/6/2014
InvestExperTypeMarginInvestExperTypeMargin4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeMetalsInvestExperTypeMetals0OtherOtherClientSuitability8/6/2014
InvestExperTypeMetalsInvestExperTypeMetals1NoneNoneClientSuitability8/6/2014
InvestExperTypeMetalsInvestExperTypeMetals2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeMetalsInvestExperTypeMetals3ModerateModerateClientSuitability8/6/2014
InvestExperTypeMetalsInvestExperTypeMetals4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeMutualFundInvestExperTypeMutualFund0OtherOtherClientSuitability8/6/2014
InvestExperTypeMutualFundInvestExperTypeMutualFund1NoneNoneClientSuitability8/6/2014
InvestExperTypeMutualFundInvestExperTypeMutualFund2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeMutualFundInvestExperTypeMutualFund3ModerateModerateClientSuitability8/6/2014
InvestExperTypeMutualFundInvestExperTypeMutualFund4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeOptionInvestExperTypeOption0OtherOtherClientSuitability8/6/2014
InvestExperTypeOptionInvestExperTypeOption1NoneNoneClientSuitability8/6/2014
InvestExperTypeOptionInvestExperTypeOption2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeOptionInvestExperTypeOption3ModerateModerateClientSuitability8/6/2014
InvestExperTypeOptionInvestExperTypeOption4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeOtherInvestExperTypeOther0OtherOtherClientSuitability8/6/2014
InvestExperTypeOtherInvestExperTypeOther1NoneNoneClientSuitability8/6/2014
InvestExperTypeOtherInvestExperTypeOther2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeOtherInvestExperTypeOther3ModerateModerateClientSuitability8/6/2014
InvestExperTypeOtherInvestExperTypeOther4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeRealEstateInvestExperTypeRealEstate0OtherOtherClientSuitability8/3/2016
InvestExperTypeRealEstateInvestExperTypeRealEstate1NoneNoneClientSuitability8/3/2016
InvestExperTypeRealEstateInvestExperTypeRealEstate2LimitedLimitedClientSuitability8/3/2016
InvestExperTypeRealEstateInvestExperTypeRealEstate3ModerateModerateClientSuitability8/3/2016
InvestExperTypeRealEstateInvestExperTypeRealEstate4ExtensiveExtensiveClientSuitability8/3/2016
InvestExperTypeREITsInvestExperTypeREITs0OtherOtherClientSuitability8/3/2016
InvestExperTypeREITsInvestExperTypeREITs1NoneNoneClientSuitability8/3/2016
InvestExperTypeREITsInvestExperTypeREITs2LimitedLimitedClientSuitability8/3/2016
InvestExperTypeREITsInvestExperTypeREITs3ModerateModerateClientSuitability8/3/2016
InvestExperTypeREITsInvestExperTypeREITs4ExtensiveExtensiveClientSuitability8/3/2016
InvestExperTypeSavingsInvestExperTypeSavings0OtherOtherClientSuitability8/6/2014
InvestExperTypeSavingsInvestExperTypeSavings1NoneNoneClientSuitability8/6/2014
InvestExperTypeSavingsInvestExperTypeSavings2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeSavingsInvestExperTypeSavings3ModerateModerateClientSuitability8/6/2014
InvestExperTypeSavingsInvestExperTypeSavings4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeShortTermInvestExperTypeShortTerm0OtherOtherClientSuitability8/6/2014
InvestExperTypeShortTermInvestExperTypeShortTerm1NoneNoneClientSuitability8/6/2014
InvestExperTypeShortTermInvestExperTypeShortTerm2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeShortTermInvestExperTypeShortTerm3ModerateModerateClientSuitability8/6/2014
InvestExperTypeShortTermInvestExperTypeShortTerm4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeStockInvestExperTypeStock0OtherOtherClientSuitability8/6/2014
InvestExperTypeStockInvestExperTypeStock1NoneNoneClientSuitability8/6/2014
InvestExperTypeStockInvestExperTypeStock2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeStockInvestExperTypeStock3ModerateModerateClientSuitability8/6/2014
InvestExperTypeStockInvestExperTypeStock4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeUITInvestExperTypeUIT0OtherOtherClientSuitability8/6/2014
InvestExperTypeUITInvestExperTypeUIT1NoneNoneClientSuitability8/6/2014
InvestExperTypeUITInvestExperTypeUIT2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeUITInvestExperTypeUIT3ModerateModerateClientSuitability8/6/2014
InvestExperTypeUITInvestExperTypeUIT4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeVariableAnnuityInvestExperTypeVariableAnnuity0OtherOtherClientSuitability8/3/2016
InvestExperTypeVariableAnnuityInvestExperTypeVariableAnnuity1NoneNoneClientSuitability8/3/2016
InvestExperTypeVariableAnnuityInvestExperTypeVariableAnnuity2LimitedLimitedClientSuitability8/3/2016
InvestExperTypeVariableAnnuityInvestExperTypeVariableAnnuity3ModerateModerateClientSuitability8/3/2016
InvestExperTypeVariableAnnuityInvestExperTypeVariableAnnuity4ExtensiveExtensiveClientSuitability8/3/2016
InvestExperTypeVariableContractInvestExperTypeVariableContract0OtherOtherClientSuitability8/6/2014
InvestExperTypeVariableContractInvestExperTypeVariableContract1NoneNoneClientSuitability8/6/2014
InvestExperTypeVariableContractInvestExperTypeVariableContract2LimitedLimitedClientSuitability8/6/2014
InvestExperTypeVariableContractInvestExperTypeVariableContract3ModerateModerateClientSuitability8/6/2014
InvestExperTypeVariableContractInvestExperTypeVariableContract4ExtensiveExtensiveClientSuitability8/6/2014
InvestExperTypeVULInvestExperTypeVUL0OtherOtherClientSuitability8/3/2016
InvestExperTypeVULInvestExperTypeVUL1NoneNoneClientSuitability8/3/2016
InvestExperTypeVULInvestExperTypeVUL2LimitedLimitedClientSuitability8/3/2016
InvestExperTypeVULInvestExperTypeVUL3ModerateModerateClientSuitability8/3/2016
InvestExperTypeVULInvestExperTypeVUL4ExtensiveExtensiveClientSuitability8/3/2016
InvestExperVariableAnnuityInvestExperVariableAnnuity0OtherOtherClientSuitability12/13/2022
InvestExperVariableAnnuityInvestExperVariableAnnuity1NoneNoneClientSuitability12/13/2022
InvestExperVariableAnnuityInvestExperVariableAnnuity2LimitedLimitedClientSuitability12/13/2022
InvestExperVariableAnnuityInvestExperVariableAnnuity3ModerateModerateClientSuitability12/13/2022
InvestExperVariableAnnuityInvestExperVariableAnnuity4ExtensiveExtensiveClientSuitability12/13/2022
InvestKnowledgeInvestKnowledge0OtherOtherClientSuitability6/14/2013
InvestKnowledgeInvestKnowledge1NoneNoneClientSuitability6/14/2013
InvestKnowledgeInvestKnowledge2LimitedLimitedClientSuitability6/14/2013
InvestKnowledgeInvestKnowledge3ModerateModerateClientSuitability6/14/2013
InvestKnowledgeInvestKnowledge4ExtensiveExtensiveClientSuitability6/14/2013
JointFinancialsJointFinancials1YesYesClientSuitability12/13/2022
JointFinancialsJointFinancialsNoNoNoClientSuitability12/13/2022
JointFinancialsJointFinancialsYesYesYesClientSuitability12/13/2022
LiquidAssets.TypeLiquidAssetsType1YesYesClientSuitability12/5/2022
LiquidityNeeds.TypeLiquidityNeedsType1YesYesClientSuitability12/5/2022
MajorAgeMajorAge1YesYesClientSuitability12/13/2022
MajorAgeMajorAgeNoNoNoClientSuitability12/13/2022
MajorAgeMajorAgeYesYesYesClientSuitability12/13/2022
NetWorth.TypeNetWorthType1YesYesClientSuitability12/5/2022
OtherBrokAcctsOtherBrokAccounts1YesYesClientSuitability12/5/2022
OtherBrokAcctsOtherBrokAccountsNoNoNoClientSuitability12/5/2022
OtherBrokAcctsOtherBrokAccountsYesYesYesClientSuitability12/5/2022
PoliticalOfficialPoliticalOfficial1YesYesClientSuitability12/5/2022
PoliticalOfficialPoliticalOfficialNoNoNoClientSuitability12/5/2022
PoliticalOfficialPoliticalOfficialYesYesYesClientSuitability12/5/2022
GovtOfficialJurisdictionPoliticalOfficialJurisdiction0OtherOtherClientSuitability4/5/2016
GovtOfficialJurisdictionPoliticalOfficialJurisdiction1CityCityClientSuitability4/5/2016
GovtOfficialJurisdictionPoliticalOfficialJurisdiction2CountyCountyClientSuitability4/5/2016
GovtOfficialJurisdictionPoliticalOfficialJurisdiction3StateStateClientSuitability4/5/2016
GovtOfficialJurisdictionPoliticalOfficialJurisdiction4FederalFederalClientSuitability4/5/2016
GovtOfficialRelToClientPoliticalOfficialRelToClient0OtherOtherClientSuitability4/5/2016
GovtOfficialRelToClientPoliticalOfficialRelToClient1SelfSelfClientSuitability4/5/2016
GovtOfficialRelToClientPoliticalOfficialRelToClient2SpouseSpouseClientSuitability4/5/2016
GovtOfficialRelToClientPoliticalOfficialRelToClient3ParentParentClientSuitability4/5/2016
GovtOfficialRelToClientPoliticalOfficialRelToClient4SiblingSiblingClientSuitability4/5/2016
GovtOfficialRelToClientPoliticalOfficialRelToClient5ChildChildClientSuitability4/5/2016
PortObjPortfolioObj0OtherOtherClientSuitability6/9/2005
PortObjPortfolioObj1IncomeIncomeClientSuitability6/9/2005
PortObjPortfolioObj10Income - ConservativeConservative/Low Risk IncomeClientSuitability9/23/2005
PortObjPortfolioObj11Income - ModerateModerate/Medium Risk IncomeClientSuitability9/23/2005
PortObjPortfolioObj12Income - AggressiveAggressive/High Risk IncomeClientSuitability9/23/2005
PortObjPortfolioObj13Growth - ConservativeConservative/Low Risk GrowthClientSuitability9/23/2005
PortObjPortfolioObj14Growth - ModerateModerate/Medium Risk GrowthClientSuitability9/23/2005
PortObjPortfolioObj15Growth - AggressiveAggressive/High Risk GrowthClientSuitability9/23/2005
PortObjPortfolioObj16Total Return - ConservativeConservative/Low Risk Total ReturnClientSuitability9/23/2005
PortObjPortfolioObj17Total Return - ModerateModerate/Medium Risk Total ReturnClientSuitability9/23/2005
PortObjPortfolioObj18Total Return - AggressiveAggressive/High Risk Total ReturnClientSuitability9/23/2005
PortObjPortfolioObj19Growth & Income - ConservativeGrowth & Income - ConservativeClientSuitability7/18/2014
PortObjPortfolioObj2Long-Term GrowthLong-Term GrowthClientSuitability6/9/2005
PortObjPortfolioObj20Growth & Income - ModerateGrowth & Income - ModerateClientSuitability7/18/2014
PortObjPortfolioObj21Growth & Income - AggressiveGrowth & Income - AggressiveClientSuitability7/18/2014
PortObjPortfolioObj3Short-Term GrowthShort-Term GrowthClientSuitability6/9/2005
PortObjPortfolioObj4Capital PreservationCapital PreservationClientSuitability6/9/2005
PortObjPortfolioObj5Capital AppreciationCapital AppreciationClientSuitability6/9/2005
PortObjPortfolioObj6Trading ProfitsTrading ProfitsClientSuitability6/9/2005
PortObjPortfolioObj7SpeculationSpeculationClientSuitability6/9/2005
PortObjPortfolioObj8Tax AdvantagedTax AdvantagedClientSuitability8/12/2005
PortObjPortfolioObj9Growth & IncomeGrowth & IncomeClientSuitability8/12/2005
PortTimeHorizPortfolioTimeHoriz0OtherOtherClientSuitability6/9/2005
PortTimeHorizPortfolioTimeHoriz1Short-TermShort-TermClientSuitability6/9/2005
PortTimeHorizPortfolioTimeHoriz2Intermediate-TermIntermediate-TermClientSuitability6/9/2005
PortTimeHorizPortfolioTimeHoriz3Long-TermLong-TermClientSuitability6/9/2005
PortTimeHorizPortfolioTimeHoriz4CombinationCombinationClientSuitability6/9/2005
PortTimeHorizPortfolioTimeHoriz5Near TermNear TermClientSuitability7/18/2014
PortTimeHorizPortfolioTimeHoriz6Very ShortVery ShortClientSuitability7/18/2014
PublicCoPublicCoInterest1YesYesClientSuitability12/5/2022
PublicCoPublicCoInterestNoNoNoClientSuitability12/5/2022
PublicCoPublicCoInterestYesYesYesClientSuitability12/5/2022
RealEstateAssets.TypeRealEstateAssetsType1YesYesClientSuitability12/5/2022
RiskToleranceRiskTolerance0OtherOtherClientSuitability6/9/2005
RiskToleranceRiskTolerance1Low / ConservativeLow / ConservativeClientSuitability6/9/2005
RiskToleranceRiskTolerance2Medium / ModerateMedium / ModerateClientSuitability6/9/2005
RiskToleranceRiskTolerance3High / AggressiveHigh / AggressiveClientSuitability6/9/2005
RiskToleranceRiskTolerance4SpeculationSpeculationClientSuitability6/9/2005
RiskToleranceRiskTolerance5Moderate / AggressiveMedium-HighClientSuitability6/9/2005
RiskToleranceRiskTolerance6Conservative / ModerateConservative / ModerateClientSuitability5/7/2006
UnearnedIncome.TypeUnearnedIncomeType1YesYesClientSuitability12/5/2022
WealthSourceCapitalGainsWealthSourceCapitalGains1Wealth Source Capital GainsWealth Source Capital GainsClientSuitability8/16/2023
WealthSourceDispositionAssetsWealthSourceDispositionAssets1Wealth Source Disposition of AssetsWealth Source Disposition of AssetsClientSuitability8/16/2023
WealthSourceFamilyInheritanceWealthSourceFamilyInheritance1Wealth Source Family, Relatives, InheritanceWealth Source Family, Relatives, InheritanceClientSuitability8/16/2023
WealthSourceGamblingWealthSourceGambling1Wealth Source GamblingWealth Source GamblingClientSuitability8/16/2023
WealthSourceGiftsWealthSourceGifts1Wealth Source GiftsWealth Source GiftsClientSuitability8/16/2023
WealthSourceInventionWealthSourceInvention1Wealth Source Invention, PatentWealth Source Invention, PatentClientSuitability8/16/2023
WealthSourceInvestorAssetsContributionWealthSourceInvestorAssetsContribution1Wealth Source Investor Assets ContributionWealth Source Investor Assets ContributionClientSuitability8/16/2023
WealthSourceLitigationAwardWealthSourceLitigationAward1Wealth Source Litigation AwardWealth Source Litigation AwardClientSuitability8/16/2023
WealthSourceLotteryWealthSourceLottery1Wealth Source LotteryWealth Source LotteryClientSuitability8/16/2023
WealthSourceOrgIncomeWealthSourceOrgIncome1Wealth Source Organization IncomeWealth Source Organization IncomeClientSuitability8/16/2023
WealthSourceOrgOfferingWealthSourceOrgOffering1Wealth Source Organization OfferingWealth Source Organization OfferingClientSuitability8/16/2023
WealthSourcePrivatePlacementWealthSourcePrivatePlacement1Wealth Source Private PlacementWealth Source Private PlacementClientSuitability8/16/2023
WealthSourceSalaryWealthSourceSalary1Wealth Source Salary, Wages, SavingsWealth Source Salary, Wages, SavingsClientSuitability8/16/2023
WealthSourceSaleWealthSourceSale1Wealth Source Sale of Property or BusinessWealth Source Sale of Property or BusinessClientSuitability8/16/2023
WealthSourceSalePropertyWealthSourceSaleProperty1Wealth Source Sale of PropertyWealth Source Sale of PropertyClientSuitability8/16/2023
WealthSourceSSBenefitsWealthSourceSSBenefits1Wealth Source Social Security BenefitsWealth Source Social Security BenefitsClientSuitability8/16/2023
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