Base Field List
The Quik! Field Name below is the same base field name regardless of the parent field assigned to it.
| QuikFieldName | FieldShortName | FieldDescription | DataSetType | Category | DateActive | Format | DataType | SampleData |
|---|---|---|---|---|---|---|---|---|
| 529PlanType | 529 Plan Type | 529 Plan Selection | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = CollegeAmerica (American Funds) |
| ABANum | ABA Routing Number | Routing path the money will follow to get to or from the fund source (i.e. the ABA routing number) | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | ABA0001234 |
| AccreditedInvestor | AccreditedInvestor | You are an accredited investor, as defined in Rule 501(a) of the Securities Act of 1933. | CLIENT | Suitability | 12/20/23 1:17 PM | NULL | Boolean | Yes, No |
| AcctApproval | Account Approved By Principal | Account Approved By Principal | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AcctCategory | Account Category | The category of account being opened | ACCT | Account | 6/17/05 12:00 AM | NULL | String | BUS |
| AcctCloseDate | Account Close Date | Account Close Date | ACCT | Account | 3/18/20 12:01 PM | NULL | Date | 5/4/2019 |
| AcctControlPerson | Account Control Person | Are you a control person on this account? | CLIENT | Account | 9/18/18 1:56 PM | NULL | String | Yes |
| AcctDeliveryInstr | Account Delivery Instructions (DVP / RVP) | Account Delivery Instructions (DVP / RVP) (Delivery vs. Payment / Receipt vs. Payment) | ACCT | Account | 6/22/06 12:00 AM | NULL | String | Transfer |
| AcctDescStatements | Account Description Statements | Account Description For Statements | ACCT | Client Personal Info | 10/10/22 11:46 AM | NULL | String | Description |
| AcctEntityOwner | Account Entity Owner | Are you an entity owner on this account? | CLIENT | Account | 9/18/18 1:56 PM | NULL | String | Yes |
| AcctGroupingNums | Account Grouping Numbers | Account Grouping Numbers | ACCT | Account | 8/14/23 2:17 PM | NULL | String | 123ABC |
| AcctInfo | Additional Account Info | Additional account info | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | Additional info |
| AcctInstructions | Account Instructions | Account Instructions | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| AcctNum | Account Number | Account Number | ACCT | Account | 6/17/05 12:00 AM | NULL | String | 12345 |
| AcctNum | Account Number or Contract Number associated to product | Account Number or Contract Number associated to product | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | String | ABC123456 |
| AcctNum | Account Number | A unique number identifying the account from which the payment originates or to which payments should be deposited. | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | 55555-44444 |
| AcctNumBase | Account Number Base | This is the base part of the account number when used with the Account Number Prefix (see Account Number for the full value) | ACCT | Account | 4/5/08 12:00 AM | NULL | String | 456789 |
| AcctNumOwners | Number of account owners or joint tenants | Number of account owners or joint tenants | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 2 |
| AcctNumPrefix | Account Number Prefix | This is the prefix part of the account number when used with the Account Number Base (see Account Number for the full value) | ACCT | Account | 4/5/08 12:00 AM | NULL | String | 123 |
| AcctObj1 | Account Objective (Primary) | Primary account objective | ACCT | Account | 4/7/06 12:00 AM | NULL | String | Growth |
| AcctObj2 | Account Objective (Secondary) | Secondary account objective | ACCT | Account | 4/7/06 12:00 AM | NULL | String | Income |
| AcctOpenDate | Account Opening Date OR Trust Establishment Date | Date account was opened or trust was established | ACCT | Account | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| AcctOpenMethod | Account Opening Date OR Trust Establishment Method | Method of how account was opened | ACCT | Account | 4/8/06 12:00 AM | NULL | Boolean | 1 = Phone |
| AcctOpenMethodOther | Account Opening Date OR Trust Establishment Method Other | Other method of how account was opened | ACCT | Account | 4/6/06 12:00 AM | NULL | Numeric | Quik! Software |
| AcctPurpose | Purpose of Account or Insurance | The reason this account is being opened or policy is being purchased, i.e. personal, business, mortgage, profit sharing, fund IRA, retirement planning, educational, income replacement, savings, spouse insurance, guarantee insurability, key-person, cover debt, Section 303, deferred, brokerage, account update, advisory, new registration | ACCT | Account | 6/19/05 12:00 AM | NULL | Boolean | 1 - New Registration |
| AcctPurposeBusCash | Account Purpose - Cash Management | Purpose of Account - Business Cash Management and Treasury | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeBusFunding | Account Purpose - Business Funding | Purpose of Account - Business Funding | ACCT | Account | 5/2/22 2:13 PM | NULL | Boolean | 1 |
| AcctPurposeBusOperation | Account Purpose - Operations Management | Purpose of Account - Business Operating Revenue and Expense Processing | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeBusPayroll | Account Purpose - Payroll Management | Purpose of Account - Business Payroll Processing | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeDistTrustAssets | Account Purpose - Trust Asset Distribution | Purpose of Account - Distribution of Trust Assets | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeGeneralInv | Account Purpose - General Investments | Purpose of Account - General Investing | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeInvBusRevenue | Account Purpose - Business Revenue Management | Purpose of Account - Investing of Business Revenue | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeInvCollege | Account Purpose - College Investments | Purpose of Account - Investing for College | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeInvEstatePlanning | Account Purpose - Estate Planning | Purpose of Account - Investing for Estate Planning | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeInvPooledAssets | Account Purpose - Pooled Assets Management | Purpose of Account - Investment of Pooled Assets | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeInvRetirement | Account Purpose - Retirement | Purpose of Account - Investing for Retirement | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeInvTaxBenefits | Account Purpose - Tax Benefit Management | Purpose of Account - Investing for Tax Benefits | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeInvTaxPlanning | Account Purpose - Tax Planning | Purpose of Account - Investing for Tax Planning | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeInvTrustAssets | Account Purpose - Trust Asset Management | Purpose of Account - Investing of Trust Assets | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposeOther | Account Purpose - Other | Purpose of Account - Other Purpose Description | ACCT | Account | 4/28/22 10:36 AM | NULL | String | 1 |
| AcctPurposePaymentTrustExpenses | Account Purpose - Pay Trust Expenses | Purpose of Account - Payment of Trust Expenses | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctPurposePaymentTteComp | Account Purpose - Pay Trustees | Purpose of Account - Payment of Trustee Compensation | ACCT | Account | 4/26/22 10:36 AM | NULL | Boolean | 1 |
| AcctRole | Client Role on Account | Client role on account | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Free flow text |
| AcctRoleOther | Other Field For Client Role on Account | Other field to indicate the client role on account if OTHER is chosen | CLIENT | Client Personal Info | 7/20/07 12:00 AM | NULL | String | Beneficiary |
| AcctSrcOfFunds | Account Source of Funds | Source of funds for the account | ACCT | Account | 6/19/05 12:00 AM | NULL | Boolean | 1 - Income from Earnings |
| AcctSrcOfFundsOther | Other Account Source of Funds | Other source of funds for the account | ACCT | Account | 8/2/06 12:00 AM | NULL | String | Transfer |
| AcctState | State account is set up in | Account state | ACCT | Account | 6/17/05 12:00 AM | NULL | String | CA |
| AcctStatements | Account Statements | Indicates the preference of how account statements are sent | ACCT | Account | 6/15/16 1:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AcctTransferType | Account Transfer Type | Account Transfer Type | ACCT | Account | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AcctType | Type of Account | Type of account (cash, margin, option, etc) | ACCT | Account | 6/17/05 12:00 AM | NULL | String | NULL |
| AcctType | Type of Account | Type of account associated to product | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | String | B1 |
| AcctType | Account Type | Type of account used to describe the bank information (i.e., primary bank account, cash management account, existing carrier account, etc.) | FUNDSOURCE | FundSource | 6/19/05 12:00 AM | NULL | Boolean | 1 = Checking Account |
| AcctTypeOther | Other Type of Account | Other type of account (cash, margin, option, etc) | ACCT | Account | 11/12/06 12:00 AM | NULL | String | Other |
| ACHTransferAmt | ACH Transfer Amount | One-time ACH Transfer amount from your checking or savings at another financial institution | ACCT | Account | 8/14/23 2:17 PM | NULL | Numeric | 45000 |
| ACHTransType | ACH Transaction Type | ACH Transaction Type | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| AddAdditionalAcctReport | Add Additional Account Report | Add Additional Account Report | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AdditionalAcctNum | Additional Account Number | Additional Account Number | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| AdditionalAcctType | Additional Account Type | Additional Account Type | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AdditionalMasterAcctNum | Additional Master Account Number | Additional Master Account Number for Additional Account | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| AdditionalParticipantType | Additional Participant Type | Additional Participant Type | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| AddlOwners | Additional Owners | Indicates if the account has additional owners | ACCT | Account | 10/11/06 12:00 AM | NULL | Boolean | YES |
| AddManagerAcctNum | AddM anager Account Number | AddM anager Account Number | ACCT | Account | 8/14/23 2:17 PM | NULL | String | 123ABC |
| AddMargin | Add Margin | Add Margin | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AddtlPrivileges | Additional Privileges | Additional Privileges | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AddTrustedContact | Add Trusted Contact | Checkbox to indicate that a trusted contact should be added to the account record | CLIENT | Client Personal Info | 1/11/18 8:29 PM | NULL | String | YES |
| AddTrustedContact | Add Trusted Contact | Checkbox to indicate that a trusted contact should be added to the account record | ACCT | Client Personal Info | 1/11/18 8:29 PM | NULL | String | YES |
| AdvisorControlledFund | Advisor Controlled Fund | Advisor Controlled Fund | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AdvisoryAcct | Account Advisory Flag | Indicates if account is an advisory account | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| Age | Age | Age | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Numeric | 45 |
| AgeBasedTracksAMAggPerc | Age Based Tracks Actively Managed Aggressive Percentage | Age Based Tracks Actively Managed Aggressive Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| AgeBasedTracksAMModAggPerc | Age Based Tracks Actively Managed Moderate Aggressive Percentage | Age Based Tracks Actively Managed Moderate Aggressive Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| AgeBasedTracksAMModConPerc | Age Based Tracks Actively Managed Moderate Conservative Percentage | Age Based Tracks Actively Managed Moderate Conservative Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| AgeBasedTracksAMModPerc | Age Based Tracks Actively Managed Moderate Percentage | Age Based Tracks Actively Managed Moderate Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| AgeBasedTracksIndexAggPerc | Age Based Tracks Index Aggressive Percentage | Age Based Tracks Index Aggressive Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| AgeBasedTracksIndexModAggPerc | Age Based Tracks Index Moderate Aggressive Percentage | Age Based Tracks Index Moderate Aggressive Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| AgeBasedTracksIndexModConPerc | Age Based Tracks Index Moderate Conservative Percentage | Age Based Tracks Index Moderate Conservative Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| AgeBasedTracksIndexModPerc | Age Based Tracks Index Moderate Percentage | Age Based Tracks Index Moderate Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| AgeRequirement | Age Requirement | Age Requirement | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| AgreementEffectiveDate | Agreement Effective Date | Agreement Effective Date | ACCT | Account | 9/7/23 12:00 AM | NULL | Date | 2/12/2019 |
| AKA | Alternate Full Name | Alias or AKA (also known as) | CLIENT | Client Personal Info | 8/6/14 4:02 PM | NULL | String | John Doe |
| AllocationFormula | Allocation Formula | Allocation Formula | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AllowanceNum | Number of Allowances | Number of Allowances | CLIENT | Client Personal Info | 8/6/14 4:06 PM | NULL | String | 2 |
| AMLRequired | AML Required | Indicates if anti-money laundering forms are needed | RULE | Rule | 10/29/10 12:00 PM | NULL | Boolean | TRUE' |
| Amt | Product Allocation Amount | Amount to apply to product | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | Numeric | 10000 |
| Amt | Amount | Numeric Currency Amount | FUNDSOURCE | FundSource | 3/18/20 12:01 PM | NULL | String | 100 |
| AmtAlpha | Alpha Currency Amount | Alpha Currency Amount | FUNDSOURCE | FundSource | 3/18/20 12:01 PM | NULL | String | 23 |
| AmtPerc | Allocation Amount as Percentage | The percentage of the amount to be applied to the fund | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | Numeric | 0.5 |
| AnnualIncrease | Annual Increase | Option to setup annual increases of Contributions | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| AnnuitizeDate | Annuitization Date | Date upon which the annuitization of contract begins. | ACCT | Account | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| AnnuityCashSurrenderAmt | Annuity Cash Surrender Amount | Annuity Cash Surrender Amount | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Numeric | 1234 |
| AnnuitySecurityName | Annuity Security Name | Name of Annuity Security | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | String | Test Security |
| AnnuitySharesNum | Annuity Shares Number | Number of Annuity Shares | PRODUCTITEM | Product | 5/14/23 2:17 PM | NULL | String | 12345ABCDE |
| AnnuitySurrenderType | Annuity Surrender Type | Annuity Surrender Type | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AnnuityTransferShareType | Annuity Transfer Share Type | Transfer Type for Annuity Shares | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AppointInvAdv | Appoint Investment Advisor | Appoint Investment Advisor to fulfill responsibilities on the account | ACCT | Account | 5/25/22 2:54 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AppointInvAdvInfo | Appoint Investment Advisor To Receive Info | Appoint Investment Advisor to be sent informational communications | ACCT | Account | 5/25/22 2:54 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AppTypeCode | Application Type Code | Indicates the type of application, i.e.: app-less, app-later, and paper app. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | NOR |
| AssetAtBDAltInvest | Is asset being held at other broker dealer for Alternative Investments | Is asset being held at other broker dealer for Alternative Investments | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDAnnuity | Is asset being held at other broker dealer for Annuity | Is asset being held at other broker dealer for Annuity | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDBond | Is asset being held at other broker dealer for Bond | Is asset being held at other broker dealer for Bond | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDCash | Is asset being held at other broker dealer for Cash | Is asset being held at other broker dealer for Cash | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDCDs | Is asset being held at other broker dealer for Certificate of Deposit | Is asset being held at other broker dealer for Certificate of Deposit | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDCommodities | Is asset being held at other broker dealer for Commodities | Is asset being held at other broker dealer for Commodities | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDEmpPlan | Is asset being held at other broker dealer for Employer Plans | Is asset being held at other broker dealer for Employer Plans | CLIENT | Suitability | 4/8/16 6:12 PM | NULL | String | Yes, No |
| AssetAtBDETF | Is asset being held at other broker dealer for Exchange Traded Funds | Is asset being held at other broker dealer for Exchange Traded Funds | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDFixedIncome | Is asset being held at other broker dealer for Fixed Income | Is asset being held at other broker dealer for Fixed Income | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDForeignCurrency | Is asset being held at other broker dealer for Foreign Currency | Is asset being held at other broker dealer for Foreign Currency | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDForeignSecurities | Is asset being held at other broker dealer for Foreign Securities | Is asset being held at other broker dealer for Foreign Securities | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDFuture | Is asset being held at other broker dealer for Futures | Is asset being held at other broker dealer for Futures | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDInsurance | Is asset being held at other broker dealer for Insurance | Is asset being held at other broker dealer for Insurance | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDLLP | Is asset being held at other broker dealer for Limited Liability Partnership | Is asset being held at other broker dealer for Limited Liability Partnership | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDManagedAcct | Is asset being held at other broker dealer for Managed Accounts | Is asset being held at other broker dealer for Managed Accounts | CLIENT | Suitability | 4/8/16 6:12 PM | NULL | String | Yes, No |
| AssetAtBDMargin | Is asset being held at other broker dealer for Margin | Is asset being held at other broker dealer for Margin | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDMetals | Is asset being held at other broker dealer for Metals | Is asset being held at other broker dealer for Metals | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDMutualFund | Is asset being held at other broker dealer for Mutual Funds | Is asset being held at other broker dealer for Mutual Funds | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDOption | Is asset being held at other broker dealer for Options | Is asset being held at other broker dealer for Options | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDOther | Is asset being held at other broker dealer for Other | Is asset being held at other broker dealer for Other | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDRealEstate | Is asset being held at other broker dealer for Real Estate | Is asset being held at other broker dealer for Real Estate | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDREITs | Is asset being held at other broker dealer for REITs | Is asset being held at other broker dealer for REITs | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDSavings | Is asset being held at other broker dealer for Savings | Is asset being held at other broker dealer for Savings | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDShortTerm | Is asset being held at other broker dealer for Short Term Investments | Is asset being held at other broker dealer for Short Term Investments | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDStock | Is asset being held at other broker dealer for Stock | Is asset being held at other broker dealer for Stock | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDUIT | Is asset being held at other broker dealer for Unit Investment Trusts | Is asset being held at other broker dealer for Unit Investment Trusts | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDVariableAnnuity | Is asset being held at other broker dealer for Variable Annuities | Is asset being held at other broker dealer for Variable Annuities | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDVariableContract | Is asset being held at other broker dealer for Variable Contract | Is asset being held at other broker dealer for Variable Contract | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetAtBDVUL | Is asset being held at other broker dealer for Variable Life | Is asset being held at other broker dealer for Variable Life | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Yes, No |
| AssetBasedPricingName | Asset Based Pricing Name | Asset Based Pricing Name | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| AssetDescription | Asset Description | Asset Description | PRODUCTITEM | Account | 5/14/23 2:17 PM | NULL | Numeric | Test Asset |
| AssetInvestmentOther | Other Investment Asset | Name of other investment | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | Alternative Investment |
| AssetInvestmentOther1 | Other Investment Asset 1 | Name of other investment - instance 1 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | Alternative Investment |
| AssetInvestmentOther2 | Other Investment Asset 2 | Name of other investment - instance 2 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | Alternative Investment |
| AssetInvestmentOther3 | Other Investment Asset 3 | Name of other investment - instance 3 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | Alternative Investment |
| AssetInvestmentOther4 | Other Investment Asset 4 | Name of other investment - instance 4 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | Alternative Investment |
| AssetInvestmentOther5 | Other Investment Asset 5 | Name of other investment - instance 5 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | Alternative Investment |
| AssetInvestmentOther6 | Other Investment Asset 6 | Name of other investment - instance 6 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | Alternative Investment |
| AssetValueAltInvest | Asset Value of Alternative Investments | Asset Value of Alternative Investments | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueAnnuity | Asset Value of Annuity | Asset Value of Annuity | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueBond | Asset Value of Bond | Asset Value of Bond | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueCash | Asset Value of Cash | Asset Value of Cash | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueCDs | Asset Value of Certificate of Deposit | Asset Value of Certificate of Deposit | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueCommodities | Asset Value of Commodities | Asset Value of Commodities | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueEmpPlan | Asset Value of Employer Plans | Asset Value of Employer Plans | CLIENT | Suitability | 4/8/16 6:12 PM | NULL | String | 10 |
| AssetValueETF | Asset Value of Exchange Traded Funds | Asset Value of Exchange Traded Funds | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueFixedIncome | Asset Value of Fixed Income | Asset Value of Fixed Income | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueForeignCurrency | Asset Value of Foreign Currency | Asset Value of Foreign Currency | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueForeignSecurities | Asset Value of Foreign Securities | Asset Value of Foreign Securities | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueFuture | Asset Value of Futures | Asset Value of Futures | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueInsurance | Asset Value of Insurance | Asset Value of Insurance | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueLLP | Asset Value of Limited Liability Partnership | Asset Value of Limited Liability Partnership | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueManagedAcct | Asset Value of Managed Accounts | Asset Value of Managed Accounts | CLIENT | Suitability | 4/8/16 6:12 PM | NULL | String | 10000 |
| AssetValueMargin | Asset Value of Margin | Asset Value of Margin | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueMetals | Asset Value of Metals | Asset Value of Metals | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueMutualFund | Asset Value of Mutual Funds | Asset Value of Mutual Funds | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueOption | Asset Value of Options | Asset Value of Options | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueOther | Asset Value of Other | Asset Value of Other | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueOther1 | Asset Value of Other 1 | Asset Value of Other - Instance 1 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | 10 |
| AssetValueOther2 | Asset Value of Other 2 | Asset Value of Other - Instance 2 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | 10 |
| AssetValueOther3 | Asset Value of Other 3 | Asset Value of Other - Instance 3 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | 10 |
| AssetValueOther4 | Asset Value of Other 4 | Asset Value of Other - Instance 4 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | 10 |
| AssetValueOther5 | Asset Value of Other 5 | Asset Value of Other - Instance 5 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | 10 |
| AssetValueOther6 | Asset Value of Other 6 | Asset Value of Other - Instance 6 | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | 10 |
| AssetValueRealEstate | Asset Value of Real Estate | Asset Value of Real Estate | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueREITs | Asset Value of REITs | Asset Value of REITs | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueSavings | Asset Value of Savings | Asset Value of Savings | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueShortTerm | Asset Value of Short Term Investments | Asset Value of Short Term Investments | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueStock | Asset Value of Stock | Asset Value of Stock | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueUIT | Asset Value of Unit Investment Trusts | Asset Value of Unit Investment Trusts | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueVariableAnnuity | Asset Value of Variable Annuities | Asset Value of Variable Annuities | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueVariableContract | Asset Value of Variable Contract | Asset Value of Variable Contract | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| AssetValueVUL | Asset Value of Variable Life | Asset Value of Variable Life | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | 10 |
| Attachment | Attachment Field | A placeholder field for attachment icons to be placed where no fields exist | QUIKFORMINFO | Quik | 9/14/15 12:00 AM | NULL | Numeric | Nothing |
| Attn | Product Company Attention | Product Company Attention | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | ATTN: Broker-Dealer Services |
| AuthElectiveDeferrals | Authorization Elective Deferrals | Authorization of Elective Deferrals | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| AuthMode | Authorization Mode | Modes of authentication (i.e., Internet, Telephone, etc.) | ACCT | Account | 6/17/05 12:00 AM | NULL | String | ALL |
| AuthMode | Authorization Mode | Mode of authorization (i.e. Internet, telephone, etc.) | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | ALL |
| AuthorizationLevel | Authorization Level | Authorization Level | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| AuthPartyType | Authorized Party Type | Type of authorized party | CLIENT | Employer/Education | 4/8/18 8:50 AM | NULL | Boolean | 1 = Trustee |
| AuthSignOnBehalf | Authorized Sign On Behalf | Authorized to sign on behalf of the transaction owner | CLIENT | Account | 10/10/22 11:46 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| AuthType | Authorization Type | Type code that indicates features authorized by the entity.i.e., All, Transfers, Withdrawals, Name/Address Changes, DCA, Asset Allocation, etc. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | AA |
| AuthType | Authorization Type | Indicates features authorized by the entity. Type code that qualifies the Authorization indicator. | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | ALL |
| BankCashTransAmt | Bank Cash Transfer Amount | Bank Cash Transfer Amount | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Numeric | 1234 |
| BankTransferType | Bank Transfer Type | Bank or Credit Union Transfer Type | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| Barcode | Quik! Barcode Field | Barcode Field | QUIKFORMINFO | Quik | 7/17/05 12:00 AM | NULL | String | NULL |
| Barcode3901 | Quik! Barcode Field | Barcode 39 Field | QUIKFORMINFO | Quik | 11/29/06 12:00 AM | NULL | String | NULL |
| Barcode3902 | Quik! Barcode Field | Barcode 39 Field | QUIKFORMINFO | Quik | 11/29/06 12:00 AM | NULL | String | NULL |
| Barcode3903 | Quik! Barcode Field | Barcode 39 Field | QUIKFORMINFO | Quik | 11/29/06 12:00 AM | NULL | String | NULL |
| Barcode3904 | Quik! Barcode Field | Barcode 39 Field | QUIKFORMINFO | Quik | 11/29/06 12:00 AM | NULL | String | NULL |
| BD.Addr1 | Broker Dealer Address Line 1 | Address Line 1 | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Addr123 | Broker Dealer Address All Lines | Address All Lines | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Addr1234 | Broker Dealer Address All Lines w Suite | Address All Lines w Suite | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Addr2 | Broker Dealer Address Line 2 | Address Line 2 | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Addr3 | Broker Dealer Address Line 3 | Address Line 3 | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Addr4 | Broker Dealer Address Line 4 | Address Line 4 (not included in Addr123) | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.AddrType | Broker Dealer Address Type Indicator | Address Type Indicator | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.AddrUnitType | Broker Dealer Address Unit Type | Address Unit Type | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Attn | Broker Dealer Attention Line | Attention address line | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.City | Broker Dealer Address City | Address City | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.CityState | Broker Dealer City State | City State combined together | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.CityStateZip | Broker Dealer City State Zip | City State Zip combined together | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Country | Broker Dealer Country | Country | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.County | Broker Dealer County | County or Province | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Email | Broker Dealer Email Address | Email Address | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.EndDate | Broker Dealer End Date | Date ended residency | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Fax | Broker Dealer Fax | Fax | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.FaxComb | Broker Dealer Fax Comb | Fax Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.ForeignRoute | Broker Dealer Foreign Routing | Foreign routing or postal code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.FullAddr | Broker Dealer Full Address | All address lines combined together | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Mobile | Broker Dealer Mobile | Mobile | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Mobile0 | Broker Dealer Mobile Country Code | Mobile Country Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Mobile1 | Broker Dealer Mobile Area Code | Mobile Area Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Mobile2 | Broker Dealer Mobile Prefix | Mobile Prefix | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Mobile3 | Broker Dealer Mobile Line Code | Mobile Line Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.MobileComb | Broker Dealer Mobile Comb | Mobile Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Other | Broker Dealer Other | Other phone | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Pager | Broker Dealer Pager | Pager | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Phone | Broker Dealer Phone | Phone | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Phone0 | Broker Dealer Phone Country Code | Phone Country Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Phone0Comb | Broker Dealer Phone Country Code Comb Field | Phone Country Code Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Phone1 | Broker Dealer Phone Area Code | Phone Area Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Phone1Comb | Broker Dealer Phone Area Code Comb Field | Phone Area Code Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Phone2 | Broker Dealer Phone Prefix | Phone Prefix | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Phone2Comb | Broker Dealer Phone Prefix Comb Field | Phone Prefix Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Phone3 | Broker Dealer Phone Line Code | Phone Line Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Phone3Comb | Broker Dealer Phone Line Code Comb Field | Phone Line Code Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.PhoneComb | Broker Dealer Phone Comb | Phone Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.PhoneExt | Broker Dealer Phone Extension | Phone Extension | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.PhoneNumFormat | Broker Dealer Phone Number Format | Phone number format for international vs domestic numbers | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.PrimaryAddress | Broker Dealer Primary Address | Primary Address | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.PrimaryEmail | Broker Dealer Primary Email | Primary Email | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.PrimaryPhone | Broker Dealer Primary Phone | Primary Phone | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.StartDate | Broker Dealer Start Date | Date started residency | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.State | Broker Dealer Address State | Address State | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Suite | Broker Dealer Suite | Address Suite | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.URL | Broker Dealer URL | Website address or URL | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.Zip | Broker Dealer Address Zip | Address Zip | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BD.ZipComb | Broker Dealer Address Zip Comb | Address Zip Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BDAcctNum | Broker Dealer Account Number | Broker Dealer Account Number | ACCT | Account | 8/11/16 12:00 AM | NULL | String | 998023-A124 |
| BDCompany | Broker Dealer Company Name | Broker Dealer Company Name | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | Trustman Financial Services |
| BDEmployee | Employee of Broker/Dealer | Employee of Broker/Dealer | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Boolean | Yes, No |
| BDGovAgency | Govt Agency Regulating Company | Name of government agency that regulates the company | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | SEC |
| BDNum | Broker Dealer Number | Broker Dealer Number | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | 12345 |
| BDOtherAcctNum | Account Number Held At Client Broker/Dealer | Account Number Held At Client Broker/Dealer | CLIENT | Suitability | 8/12/05 12:00 AM | NULL | String | A-12345 |
| BDOtherAcctReg | Account Registration Held At Client Broker/Dealer | Account Registration Held At Client Broker/Dealer | CLIENT | Suitability | 8/12/05 12:00 AM | NULL | String | A-12345 |
| BDOtherEmployee | Employee of Another Broker/Dealer | Employee of Another Broker/Dealer | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Boolean | Yes, No |
| BDOtherName | Name of Client Broker/Dealer | Name of broker/dealer client is employed by | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | First Bank |
| BDOtherRelated | Related to Employee of Another Broker/Dealer | Client is related to employee of another broker/dealer | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Boolean | Yes, No |
| BDOtherRelatedBDName | Other Broker/Dealer Name Of Related Employee | Name of other broker/dealer where related employee works | CLIENT | Suitability | 10/11/06 12:00 AM | NULL | String | Trustman Financial Services |
| BDOtherRelatedDesc | Other BrokerDealer Relationship Description | Other description of client relationship to employee of Broker/Dealer | CLIENT | Suitability | 10/13/06 12:00 AM | NULL | String | Employee is contractor |
| BDOtherRelatedName | Name of BD Employee at Other Broker/Dealer | Name of BD employee at other broker/dealer | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | John Smith |
| BDRelated | Related To Employee of Broker/Dealer | Related To Employee of Broker/Dealer | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Boolean | Yes, No |
| BDRelatedDesc | BrokerDealer Relationship Description | Description of client relationship to employee of Broker/Dealer | CLIENT | Suitability | 10/13/06 12:00 AM | NULL | String | Employee is contractor |
| BDRelatedName | Name of BD Employee Related To | Name of BD Employee Related To | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | John Smith |
| BDRepNum | Broker Dealer Rep Number | Representative number assigned by a broker/dealer | REP | Branch/Broker-Dealer | 5/2/22 2:13 PM | NULL | String | 2345678 |
| BenClassPerson | Beneficiary Class Person | Is the Beneficiary a class of person (e.g., grandchildren of Settlor)? | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| BenClassPersonDesc | Beneficiary Class Person Description | If the Beneficiary is a class of person or unborn individual, please describe class of person | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | String | Grandchild |
| BeneAmt | Client Beneficiary Amount | Amount that beneficiary receives from client account | CLIENT | Beneficiary Info | 6/17/05 12:00 AM | NULL | Numeric | 100000 |
| BeneDesigType | Beneficiary Designation Type | Designates whether there are changes to the existing beneficiaries or if all new beneficiaries are being listed | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Designation of Beneficiary |
| BenePerc | Client Beneficiary Percent | Percentage that beneficiary receives from client account | CLIENT | Beneficiary Info | 6/17/05 12:00 AM | NULL | Numeric | 0.5 |
| BenePerStirpes | Client Beneficiary Per Stirpes | Indicates that if beneficiary predeceases the account owner the beneficiary's share of the account will pass through to the beneficiaries heirs | CLIENT | Beneficiary Info | 10/12/05 12:00 AM | NULL | Boolean | TRUE |
| BeneRelation | Client Beneficiary Relationship | Relationship of the beneficiary to the client | CLIENT | Beneficiary Info | 9/25/05 12:00 AM | NULL | Boolean | 1 = Spouse 2 = Non-Spouse |
| BeneType | Beneficiary Type | The type of beneficiary (primary, contingent) | CLIENT | Beneficiary Info | 10/1/13 2:00 PM | NULL | Boolean | 1 = Primary |
| BenLegalPersonEntityType | Beneficiary Legal Person Entity Type | If the Beneficiary is a legal person that is an entity, please describe type of entity | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | String | Foundation |
| BenLivingNaturalPerson | Beneficiary Living Natural Person | Is the Beneficiary a living natural person? | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| BenReceivingDistributions | Beneficiary Receiving Distributions | The Beneficiary(ies) is receiving current distributions from the Trust | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| BenVestedInterest | Beneficiary Vested Interest | The Beneficiary(ies) of the Trust has vested and/or irrevocable beneficial interest | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| BondPremiumAmort | Bond Premium Amortization | Bond Election - Bond Premium Amortization (tax free bonds must be amortized) - IRS Default, Alternative | ACCT | Investment Profile | 11/1/16 11:49 AM | NULL | Boolean | Yes, No |
| BP.Addr1 | Birth Place Address Line 1 | Address Line 1 | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Addr123 | Birth Place Address All Lines | Address All Lines | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Addr1234 | Birth Place Address All Lines w Suite | Address All Lines w Suite | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Addr2 | Birth Place Address Line 2 | Address Line 2 | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Addr3 | Birth Place Address Line 3 | Address Line 3 | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Addr4 | Birth Place Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.AddrType | Birth Place Address Type Indicator | Address Type Indicator | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.AddrUnitType | Birth Place Address Unit Type | Address Unit Type | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Attn | Birth Place Attention Line | Attention address line | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.City | Birth Place Address City | Address City | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.CityState | Birth Place City State | City State combined together | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.CityStateZip | Birth Place City State Zip | City State Zip combined together | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Country | Birth Place Country | Country | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.County | Birth Place County | County or Province | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Email | Birth Place Email Address | Email Address | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.EndDate | Birth Place End Date | Date ended residency | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Fax | Birth Place Fax | Fax | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.FaxComb | Birth Place Fax Comb | Fax Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.ForeignRoute | Birth Place Foreign Routing | Foreign routing or postal code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.FullAddr | Birth Place Full Address | All address lines combined together | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Mobile | Birth Place Mobile | Mobile | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Mobile0 | Birth Place Mobile Country Code | Mobile Country Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Mobile1 | Birth Place Mobile Area Code | Mobile Area Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Mobile2 | Birth Place Mobile Prefix | Mobile Prefix | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Mobile3 | Birth Place Mobile Line Code | Mobile Line Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.MobileComb | Birth Place Mobile Comb | Mobile Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Other | Birth Place Other | Other phone | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Pager | Birth Place Pager | Pager | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Phone | Birth Place Phone | Phone | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Phone0 | Birth Place Phone Country Code | Phone Country Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Phone0Comb | Birth Place Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Phone1 | Birth Place Phone Area Code | Phone Area Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Phone1Comb | Birth Place Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Phone2 | Birth Place Phone Prefix | Phone Prefix | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Phone2Comb | Birth Place Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Phone3 | Birth Place Phone Line Code | Phone Line Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Phone3Comb | Birth Place Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.PhoneComb | Birth Place Phone Comb | Phone Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.PhoneExt | Birth Place Phone Extension | Phone Extension | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.PhoneNumFormat | Birth Place Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.PrimaryAddress | Birth Place Primary Address | Primary Address | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.PrimaryEmail | Birth Place Primary Email | Primary Email | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.PrimaryPhone | Birth Place Primary Phone | Primary Phone | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.StartDate | Birth Place Start Date | Date started residency | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.State | Birth Place Address State | Address State | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Suite | Birth Place Suite | Address Suite | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.URL | Birth Place URL | Website address or URL | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.Zip | Birth Place Address Zip | Address Zip | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BP.ZipComb | Birth Place Address Zip Comb | Address Zip Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Addr1 | Branch Address Line 1 | Address Line 1 | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Addr1 | Branch Address Address Line 1 | Address Line 1 | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Addr123 | Branch Address All Lines | Address All Lines | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Addr123 | Branch Address Address All Lines | Address All Lines | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Addr1234 | Branch Address All Lines w Suite | Address All Lines w Suite | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Addr1234 | Branch Address Address All Lines w Suite | Address All Lines w Suite | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Addr2 | Branch Address Line 2 | Address Line 2 | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Addr2 | Branch Address Address Line 2 | Address Line 2 | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Addr3 | Branch Address Line 3 | Address Line 3 | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Addr3 | Branch Address Address Line 3 | Address Line 3 | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Addr4 | Branch Address Line 4 | Address Line 4 (not included in Addr123) | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Addr4 | Branch Address Address Line 4 | Address Line 4 (not included in Addr123) | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.AddrType | Branch Address Type Indicator | Address Type Indicator | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.AddrType | Branch Address Address Type Indicator | Address Type Indicator | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.AddrUnitType | Branch Address Unit Type | Address Unit Type | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.AddrUnitType | Branch Address Address Unit Type | Address Unit Type | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Attn | Branch Attention Line | Attention address line | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Attn | Branch Address Attention Line | Attention address line | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.City | Branch Address City | Address City | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.City | Branch Address Address City | Address City | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.CityState | Branch City State | City State combined together | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.CityState | Branch Address City State | City State combined together | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.CityStateZip | Branch City State Zip | City State Zip combined together | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.CityStateZip | Branch Address City State Zip | City State Zip combined together | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Country | Branch Country | Country | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Country | Branch Address Country | Country | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.County | Branch County | County or Province | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.County | Branch Address County | County or Province | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Email | Branch Email Address | Email Address | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Email | Branch Address Email Address | Email Address | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.EndDate | Branch End Date | Date ended residency | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.EndDate | Branch Address End Date | Date ended residency | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Fax | Branch Fax | Fax | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Fax | Branch Address Fax | Fax | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.FaxComb | Branch Fax Comb | Fax Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.FaxComb | Branch Address Fax Comb | Fax Comb Field | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.ForeignRoute | Branch Foreign Routing | Foreign routing or postal code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.ForeignRoute | Branch Address Foreign Routing | Foreign routing or postal code | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.FullAddr | Branch Full Address | All address lines combined together | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.FullAddr | Branch Address Full Address | All address lines combined together | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Mobile | Branch Mobile | Mobile | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Mobile | Branch Address Mobile | Mobile | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Mobile0 | Branch Mobile Country Code | Mobile Country Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Mobile0 | Branch Address Mobile Country Code | Mobile Country Code | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Mobile1 | Branch Mobile Area Code | Mobile Area Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Mobile1 | Branch Address Mobile Area Code | Mobile Area Code | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Mobile2 | Branch Mobile Prefix | Mobile Prefix | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Mobile2 | Branch Address Mobile Prefix | Mobile Prefix | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Mobile3 | Branch Mobile Line Code | Mobile Line Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Mobile3 | Branch Address Mobile Line Code | Mobile Line Code | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.MobileComb | Branch Mobile Comb | Mobile Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.MobileComb | Branch Address Mobile Comb | Mobile Comb Field | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Other | Branch Other | Other phone | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Other | Branch Address Other | Other phone | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Pager | Branch Pager | Pager | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Pager | Branch Address Pager | Pager | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Phone | Branch Phone | Phone | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Phone | Branch Address Phone | Phone | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Phone0 | Branch Phone Country Code | Phone Country Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Phone0 | Branch Address Phone Country Code | Phone Country Code | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Phone0Comb | Branch Phone Country Code Comb Field | Phone Country Code Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Phone0Comb | Branch Address Phone Country Code Comb Field | Phone Country Code Comb Field | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Phone1 | Branch Phone Area Code | Phone Area Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Phone1 | Branch Address Phone Area Code | Phone Area Code | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Phone1Comb | Branch Phone Area Code Comb Field | Phone Area Code Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Phone1Comb | Branch Address Phone Area Code Comb Field | Phone Area Code Comb Field | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Phone2 | Branch Phone Prefix | Phone Prefix | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Phone2 | Branch Address Phone Prefix | Phone Prefix | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Phone2Comb | Branch Phone Prefix Comb Field | Phone Prefix Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Phone2Comb | Branch Address Phone Prefix Comb Field | Phone Prefix Comb Field | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Phone3 | Branch Phone Line Code | Phone Line Code | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Phone3 | Branch Address Phone Line Code | Phone Line Code | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Phone3Comb | Branch Phone Line Code Comb Field | Phone Line Code Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Phone3Comb | Branch Address Phone Line Code Comb Field | Phone Line Code Comb Field | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.PhoneComb | Branch Phone Comb | Phone Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.PhoneComb | Branch Address Phone Comb | Phone Comb Field | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.PhoneExt | Branch Phone Extension | Phone Extension | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.PhoneExt | Branch Address Phone Extension | Phone Extension | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.PhoneNumFormat | Branch Phone Number Format | Phone number format for international vs domestic numbers | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.PhoneNumFormat | Branch Address Phone Number Format | Phone number format for international vs domestic numbers | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.PrimaryAddress | Branch Primary Address | Primary Address | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.PrimaryAddress | Branch Address Primary Address | Primary Address | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.PrimaryEmail | Branch Primary Email | Primary Email | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.PrimaryEmail | Branch Address Primary Email | Primary Email | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.PrimaryPhone | Branch Primary Phone | Primary Phone | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.PrimaryPhone | Branch Address Primary Phone | Primary Phone | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.StartDate | Branch Start Date | Date started residency | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.StartDate | Branch Address Start Date | Date started residency | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.State | Branch Address State | Address State | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.State | Branch Address Address State | Address State | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Suite | Branch Suite | Address Suite | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Suite | Branch Address Suite | Address Suite | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.URL | Branch URL | Website address or URL | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.URL | Branch Address URL | Website address or URL | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.Zip | Branch Address Zip | Address Zip | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.Zip | Branch Address Address Zip | Address Zip | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BR.ZipComb | Branch Address Zip Comb | Address Zip Comb Field | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | NULL |
| BR.ZipComb | Branch Address Address Zip Comb | Address Zip Comb Field | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | NULL |
| BranchName | Branch Name | Branch Name for fund source | FUNDSOURCE | FundSource | 9/28/05 12:00 AM | NULL | String | Jefferson Branch |
| BrCompany | Branch Company Name | Branch Company Name | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | Trustman Financial Services |
| BrCompany | Branch Name | The branch name associated with the fund source | FUNDSOURCE | FundSource | 10/24/05 12:00 AM | NULL | String | Jefferson Branch |
| BreakpointLetter | BreakpointLetter | Checkbox indicates if the breakpoint letter is attached to the application | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| BrNum | Branch Office Number | Branch Office Number | REP | Branch/Broker-Dealer | 6/17/05 12:00 AM | NULL | String | 12345 |
| btnNavReset | Nav Reset Button | Nav Reset Button | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | Empty | NULL |
| btnPrint | Nav Print Button | Nav Print Button | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | Empty | NULL |
| btnQFDESubmit | Nav QFDE Submit Button | Nav QFDE Submit Button | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | Empty | NULL |
| btnQFRSave | Nav QFR Save Button | Nav QFR Save Button | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | Empty | NULL |
| btnQFRSaveAs | Nav QFR Save As Button | Nav QFR Save As Button | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | Empty | NULL |
| btnReset | Form Level Reset Button | Form Level Reset Button | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | Empty | NULL |
| btnSign | Nav E-Sign Button | Nav E-Sign Button | QUIKFORMINFO | Quik | 1/13/11 1:00 PM | NULL | Empty | NULL |
| BusinessTrust | Business Trust | This is a Business Trust | CLIENT | Client Personal Info | 8/17/23 3:58 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| BusLineCommercial | Business Line Commercial | Commercial Line of Business | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Description |
| BusLineFinancialInstitution | Bus Line Financial Institution | Financial Institution Line of Business | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Description |
| BusScopeOther | Business Scope Other | Company's Scope of Business Type Other | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Description |
| BusScopeType | Business Scope Type | Company's Scope of Business Type | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| CalculateDistributeRMD | Calculate Distribute RMD | Please calculate and distribute the RMD | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| CallAMPM | Best Time of Day To Call Customer | Best time of day to call | ACCT | Account | 10/24/05 12:00 AM | NULL | String | AM |
| CallHour | Best Hour To Call Customer | Best time or hour of day to call | ACCT | Account | 10/24/05 12:00 AM | NULL | String | 0.25 |
| CallMinute | Best Minute To Call Customer | Best minute of hour to call | ACCT | Account | 10/24/05 12:00 AM | NULL | String | 30 |
| CallNum | Best Number To Call Customer | Best number to contact customer | ACCT | Account | 10/24/05 12:00 AM | NULL | String | Home |
| CapitalGainOptionsType | Capital Gain Options Type | Capital Gain Options Type | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| CaseNum | Case Number | Case Number for account forms | ACCT | Account | 8/6/15 5:30 PM | NULL | String | 12345 |
| CashAvailable.AmtHigh | Cash Available High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| CashAvailable.AmtLow | Cash Available Low Amount Value | Low-end amount | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| CashAvailable.Desc | Cash Available Desc | Description of the asset or expense | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| CashAvailable.Range | Cash Available Range of Values | Range of values | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| CashAvailable.RangeOther | Cash Available Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| CashAvailable.Timeframe | Cash Available Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| CashAvailable.Type | Cash Available Type of Value | Type of value | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| CashFeaturesProgram | Cash Features Program | CashFeaturesProgram | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| Category | Form Category | Form Category | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | Admin |
| CDMaturityDate | Certificate of Deposit Maturity Date | Certificate of Deposit Maturity Date | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Date | 12/12/2004 |
| CDSC | Contingent Deferred Sales Commission | Checkbox indicates if a CDSC applies to the sale of the product | PRODUCTITEM | Product | 9/27/06 12:00 AM | NULL | Boolean | YES |
| CDSCOtherFee | Contingent Deferred Sales Commission Other Fee | The amount of any other fees associated to a CDSC | PRODUCTITEM | Product | 9/27/06 12:00 AM | NULL | Numeric | 150 |
| CDSCRedemptionFee | Contingent Deferred Sales Commission Redemption Fee | The amount of a fee associated to a CDSC | PRODUCTITEM | Product | 9/27/06 12:00 AM | NULL | Numeric | 150 |
| CheckAmt | Check Amount | Check Amount | ACCT | Account | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| CheckingActivity | Checking Account Activity | Anticipated activity on checking account (writing checks, ATM withdrawals) | ACCT | Account | 5/25/22 2:54 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| CheckingOrder | Order Checks for Account | Order checks for the account | ACCT | Account | 5/25/22 2:54 PM | NULL | Boolean | 1 = Checks, 2 = Checks with Visa |
| CheckingPreferences | Checking Preferences | Checking Preferences | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| CheckNum | Check Number | Number of check associated with fund source | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | 1234 |
| CheckVisa | Check Visa | Check Visa | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| Citizenship | Citizenship Country | Citizenship Country | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | USA |
| CitizenshipCertification | Citizenship Certification | Field used for citizenship certification for non-US person or certified foreign status (use of US W-8BEN form) | CLIENT | Client Personal Info | 12/1/06 12:00 AM | NULL | Boolean | YES |
| CitizenshipStatus | Citizenship Status | Status of Citizenship | CLIENT | Client Personal Info | 1/11/21 12:49 PM | NULL | String | Current |
| CitizenshipType | Citizenship Type | Citizenship Type | CLIENT | Client Personal Info | 6/19/05 12:00 AM | NULL | Boolean | 1 = US Citizen, 2 = Resident Alien, 3 = Non-Resident Alien, 0 = Other |
| ClearingFirm | Account Clearing Firm | Clearing Firm for the account | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Pershing |
| ClearingFirmAcctNum | Clearing Firm Account Number | Clearing Firm Account Number | ACCT | Account | 6/17/05 12:00 AM | NULL | String | XYZ123-123 |
| ClearingFirmType | Clearing Firm Type | Indicates type of clearing firm account is using | ACCT | Account | 6/19/05 12:00 AM | NULL | Boolean | 1 - Direct |
| ClientID | Client ID | Client ID is a unique record identifier for the client | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | ABC123 |
| ClientRank | Client Rank | Rank of client by advisor | CLIENT | Client Personal Info | 8/23/11 11:00 AM | NULL | String | A |
| Company | Product Company Name | Product Company Name | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | Mutual Funds Inc |
| Company | Financial Institution Company Name | The company name associated with the fund source | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | First Bank |
| CompanyID | Product Company Tax ID | The ID used to identify the product company | COMPANY | PriorProdCo | 6/17/05 12:00 AM | NULL | String | ABC123456789 |
| CompanyIDType | Product Company ID Type | The type of ID used to identify the product company (e.g. NSCC number, Dunns number, TIN, etc.) | COMPANY | PriorProdCo | 6/19/05 12:00 AM | NULL | Boolean | 1 = Tax ID |
| ComplianceTest | Compliance Test | Inidicates the type of compliance test | RULE | Rule | 10/31/10 12:00 PM | NULL | Boolean | 1 = CVAT |
| ConfirmNum | Confirmation Number | Confirmation Number related to product acquisition | PRODUCTITEM | Product | 10/24/05 12:00 AM | NULL | String | CNF23243 |
| ConsentOnlyFirst | Consent Only First | Indicates whether consent forms should be done first and by themselves. | RULE | Rule | 10/29/10 12:00 PM | NULL | Boolean | TRUE' |
| ConsultAddInfo | Consult Additional Info | Additional Information | CLIENT | Client Personal Info | 9/18/18 1:56 PM | NULL | String | Yes |
| ConsultBroker | Consult Broker | I consult with my broker | CLIENT | Client Personal Info | 9/20/18 1:56 PM | NULL | Boolean | Yes |
| ConsultFamily | Consult Family | I consult with my family/friends | CLIENT | Client Personal Info | 9/20/18 1:56 PM | NULL | Boolean | Yes |
| ConsultSelf | Consult Self | I make my own decisions | CLIENT | Client Personal Info | 9/20/18 1:56 PM | NULL | Boolean | Yes |
| ContributionFormula | Contribution Formula | Contribution Formula | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| COPurpose | Charitable Organization Purpose | Charitable Organization Purpose | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| CorpBeneOwner | Beneficial Owner Corporate Entity | Name of beneficial owner for disregarded entity or corporation | ACCT | Account | 6/14/13 5:00 PM | NULL | String | Sam Trustman |
| CorporateReorgCoupons | Corporate Reorganizations Coupons | Corporate Reorganizations Coupons | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| CorporateReorgInfoCopies | Corporate Reorganizations Informational Copies | Corporate Reorganizations Informational Copies | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| CostBasisAmt | Cost Basis Amount | The amount of money that is part of the cost basis for the existing contract-non-taxable on a 1035 exchange. | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 100000 |
| CostBasisType | Cost Basis Type | A code that indicates whether the existing contract is subject to a specific tax law, i.e., pre- or post-TEFRA, pre- or post-TAMRA, Roth | ACCT | Account | 6/17/05 12:00 AM | NULL | String | 6060 |
| CurrencyType | Currency Type | Currency Type | FUNDSOURCE | FundSource | 3/20/20 12:01 PM | NULL | Boolean | 1 = US Dollars |
| CurrencyTypeOther | Currency Type Other | Currency Type Other | FUNDSOURCE | FundSource | 3/18/20 12:01 PM | NULL | String | Bitcoin |
| CUSIP | Product CUSIP | Product CUSIP | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | String | ABC123456 |
| CustID | Quik! Customer ID | Quik! Customer ID | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | 1234 |
| CustodialLegalState | Custodial Account Legal State | The state in which the custodial account is under law | ACCT | Account | 5/25/22 2:54 PM | NULL | String | Delaware |
| CustodianAcctNum | Custodian Account Number | Custodian Account Number | ACCT | Account | 9/18/18 1:56 PM | NULL | String | 123-12323 |
| CustodianAgeTerm | Age Custodian Terminates | Age custodian is designated to terminate | ACCT | Account | 6/14/13 5:00 PM | NULL | String | 50 |
| CustUserID | Quik! Customer's User ID | Quik! Customer's User ID | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | A12345 |
| CustUserPassword | Quik! Customer User's Password | Quik! Customer User's Password | QUIKFORMINFO | Quik | 7/12/06 12:00 AM | NULL | String | A12345 |
| CustUserUsername | Quik! Customer User's Username | Quik! Customer's User's Username | QUIKFORMINFO | Quik | 7/12/06 12:00 AM | NULL | String | A12345 |
| DataSource | Data Source | Source of the data record. | QDBCSOURCE | QDBCDataSource | 8/9/11 4:00 PM | NULL | Boolean | 1 = BlankLocalDB |
| DateOfTrust | Date Of Trust | Date Of Trust | CLIENT | Client Personal Info | 4/26/08 12:00 AM | NULL | Date | 12/12/2004 |
| DateRetired | Date Retired | Date client retired | CLIENT | Client Personal Info | 10/12/16 12:15 PM | NULL | Date | 12/30/2014 |
| DateRetiredDD | Day Retired | Day client retired | CLIENT | Client Personal Info | 10/12/16 12:15 PM | NULL | String | 30 |
| DateRetiredMM | Month Retired | Month client retired | CLIENT | Client Personal Info | 10/12/16 12:15 PM | NULL | String | 12 |
| DateRetiredYY | Year Retired | Year client retired | CLIENT | Client Personal Info | 10/12/16 12:15 PM | NULL | String | 2014 |
| DateToRetire | Date expected to retire | Date client expects to retire | CLIENT | Client Personal Info | 10/12/16 12:15 PM | NULL | Date | 6/29/2021 |
| DateToRetireDD | Day expected to retire | Day client expects to retire | CLIENT | Client Personal Info | 10/12/16 12:15 PM | NULL | String | 29 |
| DateToRetireMM | Month expected to retire | Month client expects to retire | CLIENT | Client Personal Info | 10/12/16 12:15 PM | NULL | String | 6 |
| DateToRetireYY | Year expected to retire | Year client expects to retire | CLIENT | Client Personal Info | 10/12/16 12:15 PM | NULL | String | 2021 |
| DeathBeneAmt | Death Benefit Amount | The amount to be paid in the form of a death benefit to a survivor. | ACCT | Account | 10/29/10 12:00 PM | NULL | Numeric | 12000 |
| DeathBeneOption | Death Benefit Option Type | Indicates the type of death benefit option (DBO) (e.g. level or increasing) | ACCT | Account | 10/31/10 12:00 PM | NULL | Boolean | 0=Other, 1=Level, 2=Increasing |
| Deceased | Deceased | Indicates if contact is deceased or not | CLIENT | Suitability | 4/8/16 6:12 PM | NULL | Boolean | TRUE |
| DeferralDate | Deferral Date | Deferral Date | ACCT | Account | 9/7/23 12:00 AM | NULL | Date | 2/12/2019 |
| DependentsAge | Age of Dependents | Age of Dependents | CLIENT | Suitability | 9/23/05 12:00 AM | NULL | String | 12, 9, 7 |
| DependentsNum | Number of Dependents | Number of Dependents | CLIENT | Suitability | 6/19/05 12:00 AM | NULL | String | 1 |
| DependentType | Type of Dependent | Type of dependent | CLIENT | Suitability | 4/8/16 6:12 PM | NULL | Boolean | 1 = Spouse, 2 = Child, etc |
| DesignateAddtionalAcctNum | Designate Additional Account Number | Designate Additional Account Number | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| DiscretionaryAcct | Discretionary Account Flag | Indicates if discretionary privileges given to someone on the account | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| DiscretionaryAcctPerson | Person who has discretion over account | Person who has discretion over account | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Tom Trustman |
| DiscretionaryAcctRelation | Discretionary Account Person Relationship | Relationship to person who has discretion over account | ACCT | Account | 10/11/06 12:00 AM | NULL | String | Father |
| DiscretionaryDocs | Discretionary Documentation | Documentation giving discretion on account | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Attached |
| DispMethod | Tax Log Disposition Method | Tax log disposition method for general account holdings | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | 1 = Average Cost |
| DispMethodEquity | Tax Log Disposition Method Equities | Tax log disposition method for stocks and equities | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | 1 = Average Cost |
| DispMethodMF | Tax Log Disposition Method Mutual Funds | Tax log disposition method for mutual funds | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | 1 = Average Cost |
| DispMethodOther | Tax Log Disposition Method Other | Tax log disposition method for other securities | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | 1 = Average Cost |
| DisregardedEnt | Disregarded Entity | Disregarded Entity Name for an Limited Liability Company | ACCT | Client Personal Info | 10/10/22 11:46 AM | NULL | String | Johnson Corporation |
| DividendOptionsType | Dividend Options Type | Dividend Options Type | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| DL.ArrivalCity | Drivers License Arrival City | Arrival City | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.ArrivalDate | Drivers License Arrival Date | Date of Arrival | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.ArrivalState | Drivers License Arrival State | Arrival State | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.DepartDate | Drivers License Depart Date | Date of Departure | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.ExactFName | Drivers License Exact First Name | Exact First Name on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.ExactFullName | Drivers License Exact Fullname | Exact Fullname on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.ExactLName | Drivers License Exact Last Name | Exact Last Name on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.ExactMName | Drivers License Exact Middle Name | Exact Middle Name on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.ID | Drivers License Document Number | Identification Document Number | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDCopied | Drivers License Photocopy Obtained | Flag to indicate if a copy of the identification document was obtained | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDCountry | Drivers License Issuing Country | Identification Document Country | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDExpire | Drivers License Expiration Date | Identification Document Expiration Date | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDIssueDate | Drivers License Issuance Date | Identification Document Issuance Date | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDIssuer | Drivers License ID Issuer | Entity issuing the ID or document (Issuing Post Name) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDState | Drivers License Issuing State | Identification Document State | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDStatus | Drivers License ID Status | ID Status (including immigration or non-immigration status) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDType | Drivers License Type | Identification Document Type | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDTypeOther | Drivers License ID Type Other | Used to identify the ID document type in a text box | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDVerified | Drivers License Verified | Identification Document Verified | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDVerifiedNotes | Drivers License Verification Notes | Identification Document Verified | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDVerifyContact | Drivers License ID Verification Contact Name | Name of contact who verified ID | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDVerifyDate | Drivers License Verification Date | Date ID was verified | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DL.IDVerifyMethod | Drivers License ID Verification Method | ID verification method | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| DOB | Date of Birth | Date of Birth | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| DOB | Date of Birth | Date of Birth | REP | Rep Profile | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| DOB | Date of Birth | Date of Birth | FUNDSOURCE | Client Personal Info | 5/19/20 9:31 AM | NULL | Date | 12/12/2004 |
| DOBType | Date of Birth Type | Indicates if DOB contains a Trust Date | CLIENT | Client Personal Info | 6/19/05 12:00 AM | NULL | Boolean | 0 = DOB, 1 = Trust Date, 2 = Other |
| DOD | Date of Death | Date of Death | CLIENT | Client Personal Info | 7/10/13 10:30 AM | NULL | Date | 12/12/2004 |
| DTCNum | DTC Number | Depository Trust Company (DTC) Number | REP | Rep Profile | 5/12/23 2:15 PM | NULL | String | 12345ABCDE |
| DupConfirms | Duplicate Confirmations Flag | Indicates if duplicate confirmations are requested for the account | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| DupStatements | Duplicate Statements Flag | Indicates if duplicate statements are requested for the account | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| Duties | Duties | Occupational duties, role or responsibilities | CLIENT | Employer/Education | 6/15/06 12:00 AM | NULL | String | Analyzes financial statements |
| DVD.AcctName | Dividends and Interest Account Name | Name of account or fund to distribute funds to | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.Amt | Dividends and Interest Amount | Payment amount | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.DistType | Dividends and Interest Distribution Type | Periodic Distribution Type | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.EndPmtDate | Dividends and Interest End Payment Date | Date of final payment or when periodic payments end | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.FirstPmtDate | Dividends and Interest First Payment Date | Date of first payment | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.Freq | Dividends and Interest Payment Frequency | Frequency to perform payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.Instr | Dividends and Interest Payment Instructions | Instructions for payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.Method | Dividends and Interest Payment Method | Method to distribute payment | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.MethodAcctNum | Dividends and Interest Account Number | Account number to distribute payments to/from | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.MethodAddr | Dividends and Interest Name and Address | Name and address to distribute payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.O.Addr1 | Dividends and Interest Address Address Line 1 | Address Line 1 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Addr123 | Dividends and Interest Address Address All Lines | Address All Lines | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Addr1234 | Dividends and Interest Address Address All Lines w Suite | Address All Lines w Suite | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Addr2 | Dividends and Interest Address Address Line 2 | Address Line 2 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Addr3 | Dividends and Interest Address Address Line 3 | Address Line 3 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Addr4 | Dividends and Interest Address Address Line 4 | Address Line 4 (not included in Addr123) | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.AddrType | Dividends and Interest Address Address Type Indicator | Address Type Indicator | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.AddrUnitType | Dividends and Interest Address Address Unit Type | Address Unit Type | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Attn | Dividends and Interest Address Attention Line | Attention address line | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.City | Dividends and Interest Address Address City | Address City | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.CityState | Dividends and Interest Address City State | City State combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.CityStateZip | Dividends and Interest Address City State Zip | City State Zip combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Country | Dividends and Interest Address Country | Country | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.County | Dividends and Interest Address County | County or Province | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Email | Dividends and Interest Address Email Address | Email Address | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.EndDate | Dividends and Interest Address End Date | Date ended residency | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Fax | Dividends and Interest Address Fax | Fax | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.FaxComb | Dividends and Interest Address Fax Comb | Fax Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.ForeignRoute | Dividends and Interest Address Foreign Routing | Foreign routing or postal code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.FullAddr | Dividends and Interest Address Full Address | All address lines combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Mobile | Dividends and Interest Address Mobile | Mobile | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Mobile0 | Dividends and Interest Address Mobile Country Code | Mobile Country Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Mobile1 | Dividends and Interest Address Mobile Area Code | Mobile Area Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Mobile2 | Dividends and Interest Address Mobile Prefix | Mobile Prefix | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Mobile3 | Dividends and Interest Address Mobile Line Code | Mobile Line Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.MobileComb | Dividends and Interest Address Mobile Comb | Mobile Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Other | Dividends and Interest Address Other | Other phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Pager | Dividends and Interest Address Pager | Pager | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Phone | Dividends and Interest Address Phone | Phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Phone0 | Dividends and Interest Address Phone Country Code | Phone Country Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Phone0Comb | Dividends and Interest Address Phone Country Code Comb Field | Phone Country Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Phone1 | Dividends and Interest Address Phone Area Code | Phone Area Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Phone1Comb | Dividends and Interest Address Phone Area Code Comb Field | Phone Area Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Phone2 | Dividends and Interest Address Phone Prefix | Phone Prefix | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Phone2Comb | Dividends and Interest Address Phone Prefix Comb Field | Phone Prefix Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Phone3 | Dividends and Interest Address Phone Line Code | Phone Line Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Phone3Comb | Dividends and Interest Address Phone Line Code Comb Field | Phone Line Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.PhoneComb | Dividends and Interest Address Phone Comb | Phone Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.PhoneExt | Dividends and Interest Address Phone Extension | Phone Extension | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.PhoneNumFormat | Dividends and Interest Address Phone Number Format | Phone number format for international vs domestic numbers | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.PrimaryAddress | Dividends and Interest Address Primary Address | Primary Address | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.PrimaryEmail | Dividends and Interest Address Primary Email | Primary Email | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.PrimaryPhone | Dividends and Interest Address Primary Phone | Primary Phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.StartDate | Dividends and Interest Address Start Date | Date started residency | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.State | Dividends and Interest Address Address State | Address State | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Suite | Dividends and Interest Address Suite | Address Suite | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.URL | Dividends and Interest Address URL | Website address or URL | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.Zip | Dividends and Interest Address Address Zip | Address Zip | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.O.ZipComb | Dividends and Interest Address Address Zip Comb | Address Zip Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| DVD.PmtDestType | Dividends and Interest Payment Destination Type | Destination type for the payment (e.g. address of record, alternate payee, alternate address) | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DVD.RequestType | Dividends and Interest Request Type | Periodic Distributions Request Type | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| DvdIncome.AmtHigh | Dividend Income High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| DvdIncome.AmtLow | Dividend Income Low Amount Value | Low-end amount | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| DvdIncome.Desc | Dividend Income Desc | Description of the asset or expense | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| DvdIncome.Range | Dividend Income Range of Values | Range of values | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| DvdIncome.RangeOther | Dividend Income Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| DvdIncome.Timeframe | Dividend Income Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| DvdIncome.Type | Dividend Income Type of Value | Type of value | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| EConfirms | Electronic Confirmations | Electronic Confirmations | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| EducationDegree | Education Degree | The degree obtained | CLIENT | Employer/Education | 10/12/05 12:00 AM | NULL | String | BS |
| EducationInstitution | Education Institution | The insititute where the client was educated | CLIENT | Employer/Education | 10/12/05 12:00 AM | NULL | String | University of California |
| EducationOther | Education Other Info | Other information about education | CLIENT | Employer/Education | 10/12/05 12:00 AM | NULL | String | MBA |
| EducationYear | Education Year | The year degree obtained | CLIENT | Employer/Education | 10/12/05 12:00 AM | NULL | String | 1996 |
| EIO.Addr1 | Employer Incorporation Office Address Line 1 | Address Line 1 | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Addr123 | Employer Incorporation Office Address All Lines | Address All Lines | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Addr1234 | Employer Incorporation Office Address All Lines w Suite | Address All Lines w Suite | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Addr2 | Employer Incorporation Office Address Line 2 | Address Line 2 | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Addr3 | Employer Incorporation Office Address Line 3 | Address Line 3 | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Addr4 | Employer Incorporation Office Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.AddrType | Employer Incorporation Office Address Type Indicator | Address Type Indicator | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.AddrUnitType | Employer Incorporation Office Address Unit Type | Address Unit Type | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Attn | Employer Incorporation Office Attention Line | Attention address line | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.City | Employer Incorporation Office Address City | Address City | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.CityState | Employer Incorporation Office City State | City State combined together | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.CityStateZip | Employer Incorporation Office City State Zip | City State Zip combined together | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Country | Employer Incorporation Office Country | Country | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.County | Employer Incorporation Office County | County or Province | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Email | Employer Incorporation Office Email Address | Email Address | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.EndDate | Employer Incorporation Office End Date | Date ended residency | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Fax | Employer Incorporation Office Fax | Fax | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.FaxComb | Employer Incorporation Office Fax Comb | Fax Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.ForeignRoute | Employer Incorporation Office Foreign Routing | Foreign routing or postal code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.FullAddr | Employer Incorporation Office Full Address | All address lines combined together | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Mobile | Employer Incorporation Office Mobile | Mobile | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Mobile0 | Employer Incorporation Office Mobile Country Code | Mobile Country Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Mobile1 | Employer Incorporation Office Mobile Area Code | Mobile Area Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Mobile2 | Employer Incorporation Office Mobile Prefix | Mobile Prefix | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Mobile3 | Employer Incorporation Office Mobile Line Code | Mobile Line Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.MobileComb | Employer Incorporation Office Mobile Comb | Mobile Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Other | Employer Incorporation Office Other | Other phone | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Pager | Employer Incorporation Office Pager | Pager | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Phone | Employer Incorporation Office Phone | Phone | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Phone0 | Employer Incorporation Office Phone Country Code | Phone Country Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Phone0Comb | Employer Incorporation Office Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Phone1 | Employer Incorporation Office Phone Area Code | Phone Area Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Phone1Comb | Employer Incorporation Office Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Phone2 | Employer Incorporation Office Phone Prefix | Phone Prefix | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Phone2Comb | Employer Incorporation Office Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Phone3 | Employer Incorporation Office Phone Line Code | Phone Line Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Phone3Comb | Employer Incorporation Office Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.PhoneComb | Employer Incorporation Office Phone Comb | Phone Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.PhoneExt | Employer Incorporation Office Phone Extension | Phone Extension | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.PhoneNumFormat | Employer Incorporation Office Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.PrimaryAddress | Employer Incorporation Office Primary Address | Primary Address | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.PrimaryEmail | Employer Incorporation Office Primary Email | Primary Email | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.PrimaryPhone | Employer Incorporation Office Primary Phone | Primary Phone | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.StartDate | Employer Incorporation Office Start Date | Date started residency | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.State | Employer Incorporation Office Address State | Address State | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Suite | Employer Incorporation Office Suite | Address Suite | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.URL | Employer Incorporation Office URL | Website address or URL | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.Zip | Employer Incorporation Office Address Zip | Address Zip | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EIO.ZipComb | Employer Incorporation Office Address Zip Comb | Address Zip Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| ElectiveDeferralsType | Elective Deferrals Type | If different from the Effective Date above, Elective Deferrals can be made under this Plan effective | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| ElectronicBillPayment | Electronic Bill Payment | Do NOT add electronic bill payment | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| EligibilityConsecutiveMonths | Eligibility Consecutive Months | Eligibility Consecutive Months | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| EligibilityServiceRequirementType | Eligibility Service Requirement Type | Eligibility Service Requirement Type | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| EligibleEmployedDate | Eligible Employed Date | Eligible Employed Date | ACCT | Account | 9/7/23 12:00 AM | NULL | Date | 2/12/2019 |
| EligibleEmployedSuboptionLine1 | Eligible Employed Suboption Line 1 | Eligible Employed Suboption Line 1 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| EligibleEmployedSuboptionLine2 | Eligible Employed Suboption Line 2 | Eligible Employed Suboption Line 2 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| EligibleEmployedSuboptionLine3 | Eligible Employed Suboption Line 3 | Eligible Employed Suboption Line 3 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| EligibleEmployedSuboptionLine4 | Eligible Employed Suboption Line 4 | Eligible Employed Suboption Line 4 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| EligibleEmployedSuboptionType | Eligible Employed Suboption Type | Eligible Employed Suboption Type | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| EligibleEmployedType | Eligible Employed Type | Eligible Employed Type | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| EligReqCollectiveBargain | Eligibility Required Collective Bargaining | Eligibility Required Collective Bargaining | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Includes |
| EligReqMinAge | Eligibility Required Minimum Age | Eligibility Required Minimum Age | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 1 |
| EligReqMinComp | Eligibility Required Minimum Compensation | Eligibility Required Minimum Compensation | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Includes |
| EligReqMinYear | Eligibility Required Minimum Year | Eligibility Required Minimum years performed servces for the employer | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 1 |
| EligReqNonRes | Eligibility Required Non Resident Aliens | Eligibility Required Non Resident Aliens | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Includes |
| EmpBenefitPlan | Employee Benefit Plan | Is this trust formed for the purposes of an employee benefit plan? | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | 0=False; 1=True |
| EmpBusType | Employer Type Of Business | Employer Type Of Business | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | Legal Services |
| EmpBusTypeOptions | Employer Business Type Options | Employer Business Type | CLIENT | Employer/Education | 9/7/23 12:00 AM | NULL | Boolean | 1 = Sole Proprietor |
| EmpContact | Employer Main Contact | Employer Main Contact | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | John Smith |
| EmpContactTitle | Employer Main Contact Title | Employer Main Contact Title | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | John Smith |
| EmpContribution | Employer Contribution | Employer Contribution | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| EmpFinInst | Employer Financial Institution | Indicates if employer is a financial institution | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | First Bank |
| EmpFoundedDate | Employer Founded Date | Employer date company was founded | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| EmpIncomeTaxYearEnd | Employer Income Tax Year End | Employer Income Tax Year-End | CLIENT | Employer/Education | 8/14/23 2:17 PM | NULL | String | 1234 |
| EmpIndustry | Employer Industry | Employer Industry | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | Financial Services |
| EmployDate | Employee Hire Date | Date employee was hired by Employer | CLIENT | Employee | 10/29/10 12:00 PM | NULL | Date | 12/10/2005 |
| EmployedBDAcct | Employed Broker Dealer Account | You are employed by or associated with the Broker-Dealer that will hold this account, as defined in Section 3(a)(18) of the Securities Exchange Act of 1934. | CLIENT | Suitability | 12/20/23 1:17 PM | NULL | Boolean | Yes, No |
| Employer | Employer Name | Employer or company name | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | Trustman Financial Services |
| EmployStatus | Employment Status | Employment Status | CLIENT | Employer/Education | 6/19/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| EmployStatusOther | Employment Status Other | Employment Status Other (for providing the status when checking the Other checkbox) | CLIENT | Employer/Education | 8/6/15 5:30 PM | NULL | String | Employed |
| EmpTaxID | Employer TaxID | Employer TaxID | CLIENT | Employer/Education | 6/17/05 12:00 AM | ##-####### | String | 12-2323232 |
| EmpTicker | Employer Ticker Symbol | Employer Ticker Symbol for public companies | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | TKRS |
| EntityName | Entity Name | Entity or Trust name | CLIENT | Client Personal Info | 10/8/05 12:00 AM | NULL | String | Thomas |
| EntityNameLine2 | Entity Name Line 2 | Entity or Trust name line 2 | CLIENT | Client Personal Info | 7/14/16 6:53 PM | NULL | String | Family Trust |
| EntityPaperworkSubmitted | Include Market Discount as Income | If the account is established for a trust, corporation, estate, or other entity, has a Trustee Certification of Investment Powers form, corporate resolution, letter of appointment, or other appropriate documentation establishing and appropriate authority been submitted? | ACCT | Investment Profile | 11/1/16 11:49 AM | NULL | Boolean | Yes, No |
| EntityType | Entity Type | Indicates if record is an individual or entity | CLIENT | Client Personal Info | 6/19/05 12:00 AM | NULL | Boolean | 1 = Individual, 2 = Entity, 3 = Trust, 4 = Other |
| EntityTypeOther | Entity Type Other | Value for other entity type | CLIENT | Client Personal Info | 12/5/18 10:21 AM | NULL | String | Other |
| EntityVerifyType | Entity Verification Type | Type of document used to verify entity | CLIENT | Suitability | 4/9/16 7:23 PM | NULL | Boolean | 1 = Articles of Incorporation |
| EntryDateSuboptionDate | Entry Date Suboption Date | Entry Date Suboption Date | ACCT | Account | 9/7/23 12:00 AM | NULL | Date | 2/12/2019 |
| EntryDateSuboptionType | Entry Date Suboption Type | Entry Date Suboption Type | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| EO.Addr1 | Employer Office Address Line 1 | Address Line 1 | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Addr123 | Employer Office Address All Lines | Address All Lines | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Addr1234 | Employer Office Address All Lines w Suite | Address All Lines w Suite | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Addr2 | Employer Office Address Line 2 | Address Line 2 | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Addr3 | Employer Office Address Line 3 | Address Line 3 | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Addr4 | Employer Office Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.AddrType | Employer Office Address Type Indicator | Address Type Indicator | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.AddrUnitType | Employer Office Address Unit Type | Address Unit Type | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Attn | Employer Office Attention Line | Attention address line | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.City | Employer Office Address City | Address City | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.CityState | Employer Office City State | City State combined together | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.CityStateZip | Employer Office City State Zip | City State Zip combined together | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Country | Employer Office Country | Country | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.County | Employer Office County | County or Province | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Email | Employer Office Email Address | Email Address | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.EndDate | Employer Office End Date | Date ended residency | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Fax | Employer Office Fax | Fax | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.FaxComb | Employer Office Fax Comb | Fax Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.ForeignRoute | Employer Office Foreign Routing | Foreign routing or postal code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.FullAddr | Employer Office Full Address | All address lines combined together | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Mobile | Employer Office Mobile | Mobile | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Mobile0 | Employer Office Mobile Country Code | Mobile Country Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Mobile1 | Employer Office Mobile Area Code | Mobile Area Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Mobile2 | Employer Office Mobile Prefix | Mobile Prefix | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Mobile3 | Employer Office Mobile Line Code | Mobile Line Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.MobileComb | Employer Office Mobile Comb | Mobile Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Other | Employer Office Other | Other phone | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Pager | Employer Office Pager | Pager | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Phone | Employer Office Phone | Phone | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Phone0 | Employer Office Phone Country Code | Phone Country Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Phone0Comb | Employer Office Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Phone1 | Employer Office Phone Area Code | Phone Area Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Phone1Comb | Employer Office Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Phone2 | Employer Office Phone Prefix | Phone Prefix | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Phone2Comb | Employer Office Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Phone3 | Employer Office Phone Line Code | Phone Line Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Phone3Comb | Employer Office Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.PhoneComb | Employer Office Phone Comb | Phone Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.PhoneExt | Employer Office Phone Extension | Phone Extension | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.PhoneNumFormat | Employer Office Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.PrimaryAddress | Employer Office Primary Address | Primary Address | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.PrimaryEmail | Employer Office Primary Email | Primary Email | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.PrimaryPhone | Employer Office Primary Phone | Primary Phone | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.StartDate | Employer Office Start Date | Date started residency | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.State | Employer Office Address State | Address State | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Suite | Employer Office Suite | Address Suite | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.URL | Employer Office URL | Website address or URL | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.Zip | Employer Office Address Zip | Address Zip | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| EO.ZipComb | Employer Office Address Zip Comb | Address Zip Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| ER.Addr1 | Exchange Related Address Address Line 1 | Address Line 1 | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Addr123 | Exchange Related Address Address All Lines | Address All Lines | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Addr1234 | Exchange Related Address Address All Lines w Suite | Address All Lines w Suite | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Addr2 | Exchange Related Address Address Line 2 | Address Line 2 | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Addr3 | Exchange Related Address Address Line 3 | Address Line 3 | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Addr4 | Exchange Related Address Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.AddrType | Exchange Related Address Address Type Indicator | Address Type Indicator | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.AddrUnitType | Exchange Related Address Address Unit Type | Address Unit Type | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Attn | Exchange Related Address Attention Line | Attention address line | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.City | Exchange Related Address Address City | Address City | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.CityState | Exchange Related Address City State | City State combined together | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.CityStateZip | Exchange Related Address City State Zip | City State Zip combined together | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Country | Exchange Related Address Country | Country | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.County | Exchange Related Address County | County or Province | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Email | Exchange Related Address Email Address | Email Address | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.EndDate | Exchange Related Address End Date | Date ended residency | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Fax | Exchange Related Address Fax | Fax | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.FaxComb | Exchange Related Address Fax Comb | Fax Comb Field | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.ForeignRoute | Exchange Related Address Foreign Routing | Foreign routing or postal code | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.FullAddr | Exchange Related Address Full Address | All address lines combined together | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Mobile | Exchange Related Address Mobile | Mobile | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Mobile0 | Exchange Related Address Mobile Country Code | Mobile Country Code | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Mobile1 | Exchange Related Address Mobile Area Code | Mobile Area Code | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Mobile2 | Exchange Related Address Mobile Prefix | Mobile Prefix | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Mobile3 | Exchange Related Address Mobile Line Code | Mobile Line Code | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.MobileComb | Exchange Related Address Mobile Comb | Mobile Comb Field | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Other | Exchange Related Address Other | Other phone | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Pager | Exchange Related Address Pager | Pager | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Phone | Exchange Related Address Phone | Phone | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Phone0 | Exchange Related Address Phone Country Code | Phone Country Code | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Phone0Comb | Exchange Related Address Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Phone1 | Exchange Related Address Phone Area Code | Phone Area Code | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Phone1Comb | Exchange Related Address Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Phone2 | Exchange Related Address Phone Prefix | Phone Prefix | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Phone2Comb | Exchange Related Address Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Phone3 | Exchange Related Address Phone Line Code | Phone Line Code | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Phone3Comb | Exchange Related Address Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.PhoneComb | Exchange Related Address Phone Comb | Phone Comb Field | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.PhoneExt | Exchange Related Address Phone Extension | Phone Extension | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.PhoneNumFormat | Exchange Related Address Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.PrimaryAddress | Exchange Related Address Primary Address | Primary Address | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.PrimaryEmail | Exchange Related Address Primary Email | Primary Email | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.PrimaryPhone | Exchange Related Address Primary Phone | Primary Phone | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.StartDate | Exchange Related Address Start Date | Date started residency | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.State | Exchange Related Address Address State | Address State | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Suite | Exchange Related Address Suite | Address Suite | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.URL | Exchange Related Address URL | Website address or URL | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.Zip | Exchange Related Address Address Zip | Address Zip | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ER.ZipComb | Exchange Related Address Address Zip Comb | Address Zip Comb Field | CLIENT | Suitability | 6/18/06 12:00 AM | NULL | String | NULL |
| ERISAType | ERISA Reporting Flag | Indicates if ERISA reporting is applied | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Y/N/U |
| EstablishSchwabAcct | Establish Schwab Account | Establish Your Account or Brokerage Features | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| EstateAppointNum | Number of peopled appointed to act on behalf of estate | Number of peopled appointed to act on behalf of estate | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 2 |
| EstateName | Estate Name | Name of the estate for account registration | ACCT | Account | 5/25/22 2:54 PM | NULL | String | Estate for Williams Family |
| EstateNumAppoint | Estate Appointed Number | Number appointed to estate account | ACCT | Account | 6/14/13 5:00 PM | NULL | String | 5 |
| ETISignature | Efficient Technology Signature Field | Efficient Technology Signature Field | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | NULL |
| ExchangeName | Name of Affiliated Exchange | Name of exchange affiliated with | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | NASD |
| ExchangeRelated | Exchange Affiliated | Client is affiliated with securities exchange or NASD | CLIENT | Suitability | 6/19/05 12:00 AM | NULL | Boolean | Yes, No |
| ExemptFATCACode | Exempt FATCA Code | Exempt FATCA Code | CLIENT | Suitability | 8/6/14 4:06 PM | NULL | String | EXEMPT |
| ExemptPayeeCode | Exempt Payee Code | Exempt Payee Code | CLIENT | Suitability | 8/6/14 4:06 PM | NULL | String | EXEMPT |
| ExemptPayeeCodeType | Exempt Payee Code Type | Exempt Payee Code Type (for checkboxes) | CLIENT | Suitability | 3/19/15 12:00 AM | NULL | Numeric | 1 |
| ExemptStatus | Tax exempt status | Tax exempt status | ACCT | Account | 6/17/05 12:00 AM | NULL | String | EXEMPT |
| ExistingAcct | Existing Account or Policy Question | Indicates if applicant has an existing account or life insurance policy or annuity policy | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ExistingSubAcctNum | Existing Subscription Account Number | Existing Subscription Account Number | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| ExpAnnual.AmtHigh | Expenses High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpAnnual.AmtLow | Expenses Low Amount Value | Low-end amount | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpAnnual.Desc | Expenses Desc | Description of the asset or expense | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpAnnual.Range | Expenses Range of Values | Range of values | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpAnnual.RangeOther | Expenses Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpAnnual.Timeframe | Expenses Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpAnnual.Type | Expenses Type of Value | Type of value | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpSpecial.AmtHigh | Special Expenses High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpSpecial.AmtLow | Special Expenses Low Amount Value | Low-end amount | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpSpecial.Desc | Special Expenses Desc | Description of the asset or expense | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpSpecial.Range | Special Expenses Range of Values | Range of values | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpSpecial.RangeOther | Special Expenses Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpSpecial.Timeframe | Special Expenses Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpSpecial.Type | Special Expenses Type of Value | Type of value | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| ExpSpecialTimeHoriz | Special Expense Time Horizon | Time horizon for non-recurring, future or special expenses for a household | CLIENT | Suitability | 4/8/16 6:12 PM | NULL | Numeric | 5 |
| FaceAmt | Face Amount | The face amount of an insurance policy | ACCT | Account | 10/30/15 5:58 PM | NULL | Numeric | 12000 |
| FedTax | Federal Tax Bracket | Federal Tax Bracket | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 35 |
| FedTaxClassLLC | Federal Tax LLC Classification | Federal Tax Limited Liability Company Classification | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 1 |
| FedTaxClassType | Federal Tax Classification Type | Federal Tax Classification | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Individual/Sole Proprietor or Single-Member LLC |
| FedTaxClassTypeOther | Federal Tax Classification Other | Federal Tax Classification Other | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 1 |
| FedTaxRange | Federal Tax Bracket Rang | Federal Tax Bracket range of values | CLIENT | Suitability | 11/24/07 12:00 AM | NULL | Boolean | 1 |
| FedWithholdAmt | Withholding Amount | The amount to be withheld if withholding is selected | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 1000 |
| FedWithholdPerc | Withholding Percent | The percent to be withheld if withholding is selected | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 0.25 |
| FedWithholdType | Tax Withholding Indicator | Yes or No for withholding | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 1 = YES, 2 = NO |
| FeePayAuth | Fee Payment Authorization | Fee Payment Authorization | ACCT | Account | 5/25/22 2:54 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| FeeType | Fee Type for Account | Commission or fee to apply to the account | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | Boolean | 1 = Commission, 2 = Fee |
| FeeType | Type of Fee | Type of fee applied to the account | ACCT | Account | 5/6/16 6:05 PM | NULL | Boolean | 1 = Fee, 2 = Commission, 3 = Hourly |
| FidelityCustodianName | Fidelity Custodian Name | Name of Fidelity Custodian | ACCT | Account | 5/12/23 2:17 PM | NULL | String | Fidelity LLC |
| FidelityCustodianType | Fidelity Custodian Type | Other Fidelity Custodian for Letter of Acceptance Option | ACCT | Account | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| FieldControl | Nav Field Control | Nav Field Control | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | Empty | NULL |
| FIGovernmentAgency | Financial Institution Government Agency | Financial Institution Government Agency | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| FilerRefNum | Filer Reference Number | The filer reference number may be used by the filer or the agent that is useful in carrying out its obligations (W-8BEN) | CLIENT | Client Personal Info | 10/10/22 11:46 AM | NULL | String | 12345ABCDE |
| FinancialFirmRelated | Financial Firm Affiliated | Client is affiliated with securities firm, bank, trust or insurance company | CLIENT | Suitability | 4/6/06 12:00 AM | NULL | String | YES |
| FinancialFirmRelatedName | Name of Financial Firm Affiliated | Name of firm client is affiliated with that is a securities firm, bank, trust or insurance company | CLIENT | Suitability | 4/6/06 12:00 AM | NULL | String | Insurance Co |
| FinancialInstitutionType | Financial Institution Type | Financial Institution Type | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| FIPrimaryPurpose | Financial Institution Primary Purpose | Financial Institution Primary Purpose | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| FirmAuthAgent | Firm Authorized Agent | Firm Authorized Agent | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| FirmRelatedHoldAssets | Rep Firm Related to Hold Assets | If firm is related to an owner of account, it will hold assets belonging to persons other than the firm, firm employees, self, or relatives | REP | Suitability | 5/25/22 2:54 PM | NULL | Boolean | Yes, No |
| FirmRelatedToAcct | Rep Firm Related to Account | Representative's firm is related to the owner of an account | REP | Suitability | 5/25/22 2:54 PM | NULL | Boolean | Yes, No |
| FName | First Name | First Name | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Thomas |
| FName | First Name | First Name | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | Tom |
| FName | First Name | First name on fund source | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | Thomas |
| ForeignAcct | Indicates if account is foreign per Patriot Act | Indicates if account is foreign per Patriot Act | ACCT | FundSource | 5/19/20 9:31 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ForeignAcct | Indicates if account is foreign per Patriot Act | Indicates if account is foreign per Patriot Act | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ForeignBank | Foreign Bank | Foreign Bank as defined under the USA PATRIOT Act | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | YES |
| ForeignBankAddInfo | Foreign Bank Additional Info | Foreign Bank Additional Info | ACCT | Account | 3/18/20 12:01 PM | NULL | String | Other info about the bank |
| ForeignBankCentral | Foreign Central Bank | Foreign Bank is a Central Bank | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | YES |
| ForeignBankNonCoop | Non-Cooperative Country Bank | Foreign Bank operating under a banking license issued by a Non-Cooperative Country or Territory | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | YES |
| ForeignBankNumOwners | Foreign Bank Number of Owners | Number of people or entities own 10% or more of the Bank | ACCT | Account | 6/14/13 5:00 PM | NULL | String | YES |
| ForeignBankOffshore | Offshore Foreign Bank | Foreign Bank operating under an Offshore Banking License | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | YES |
| ForeignBankSection311 | Section 311 Foreign Bank | Foreign Bank operating under a banking license issued by a jurisdiction subject to Section 311 measures | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | YES |
| ForeignFinInst | Foreign Financial Institution | Account is for a Foreign Financial Institution (e.g. non-U.S. bank; non-U.S. branch of a U.S. bank; broker-dealer; futures merchant; commodities introducing broker; mutual fund; money transmitter or currency exchanger), per USA Patriot Act | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | YES |
| ForeignOfficial | Foreign Official Affiliation | Client is or is associated with Foreign official | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | Boolean | Yes, No |
| ForeignOfficialCountry | Foreign Official Country | Country of Foreign official client is affiliated to | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Columbia |
| ForeignOfficialFName | Foreign Official First Name | First name of Foreign official client is affiliated to | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Juan |
| ForeignOfficialLName | Foreign Official Last Name | Last name of Foreign official client is affiliated to | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Valdez |
| ForeignOfficialOffice | Foreign Official Office Name | Branch or office held of Foreign official client is affiliated to | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Executive Branch |
| ForeignParentCompany | Foreign Parent Company Ownership | Entity is owned by a foreign company | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | Boolean | Yes, No |
| ForeignParentCompanyCountry | Foreign Parent Company Country | Country of Foreign Parent Company that owns entity | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | South Africa |
| ForeignParentCompanyName | Foreign Parent Company Name | Name of Foreign Parent Company that owns entity | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | FPC Limited |
| ForeignTaxID | Foreign Tax ID | Foreign Tax Identifying Number issued to you by your jurisdiction of tax residence and used when you receive U.S. source income | CLIENT | Client Personal Info | 10/10/22 11:46 AM | NULL | String | 12345ABCDE |
| ForeignTaxIDRequired | Foreign Tax ID Required | Not legally required to provide a Foreign Tax Identifying Number from your jurisdiction of residence. | CLIENT | Account | 10/10/22 11:46 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| FormID | Quik! Form ID | List of Quik! FormIDs separated by commas | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | 12,3456,15 |
| FormName | Quik! Form Short Name | Short Quik! form name used to describe form | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | New Account |
| FormPackageID | Form Package ID | Contains the ID for package of forms | QUIKFORMINFO | Quik | 1/14/11 11:00 AM | NULL | String | 112343453 |
| FormPackageRouteStatusID | Form Package Route Status ID | The route status record for the form package - this field is hidden in the Quik! Form Viewer | QUIKFORMINFO | Quik | 4/12/15 12:00 AM | NULL | String | 12345 |
| FrozenPlanDate | Frozen Plan Date | Date plan was frozen | ACCT | Account | 9/7/23 12:00 AM | NULL | Date | 2/12/2019 |
| FrozenPlanType | Frozen Plan Type | This is a frozen Plan | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| FullDRSDRIPType | Full Direct Registration System/Dividend Reinvestment Program Type | Full Direct Registration System/Dividend Reinvestment Program Type | ACCT | Account | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| FullName | Full Name | Full Name | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Mr. Thomas James Trustman Sr. |
| FullName | Full Name | Full Name | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | Tom J Trustman |
| FullName | Full Name | Full name on fund source | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | Mr. Thomas James Trustman Sr. |
| FullNameRev | Reverse Full Name | Reverse Full Name | CLIENT | Client Personal Info | 10/24/05 12:00 AM | NULL | String | Trustman, Thomas James |
| FulltimeResident | Fulltime Resident | Full-time resident at home address | CLIENT | Advisor Suitability | 4/8/16 6:12 PM | NULL | String | YES |
| FulltimeResidentOther | Fulltime Resident Other | Other Description of full-time resident flag | CLIENT | Advisor Suitability | 4/8/16 6:12 PM | NULL | String | 1998 |
| FullTransferType | Full Transfer Type | Full Transfer Type | ACCT | Account | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| FundSchwabOneIntTrustAcct | Fund Schwab One International Trust Account | Fund Schwab One International Trust Account | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| FundSchwabOneIntTrustAcctAmt | Fund Schwab One International Trust Account Amount | Fund Schwab One International Trust Account Amount | ACCT | Account | 8/14/23 2:17 PM | NULL | Numeric | 55000 |
| FundSchwabTrustAcctType | Fund Schwab Trust Account Type | Fund your Schwab Bank Investor Checking Trust Account | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| FundSrc1035Exchange.Desc | Fund Source - 1035 Exchange Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrc1035Exchange.Type | Fund Source - 1035 Exchange Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAcctsReceivable.Desc | Fund Source - Accounts Receivable Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAcctsReceivable.Type | Fund Source - Accounts Receivable Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAlimony.Desc | Fund Source - Alimony Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAlimony.Type | Fund Source - Alimony Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAnnuity.Desc | Fund Source - Annuity Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAnnuity.Type | Fund Source - Annuity Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAnnuityFixed.Desc | Fund Source - Fixed Annuity Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAnnuityFixed.Type | Fund Source - Fixed Annuity Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAnnuityIndexed.Desc | Fund Source - Indexed Annuity Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAnnuityIndexed.Type | Fund Source - Indexed Annuity Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAnnuityVariable.Desc | Fund Source - Variable Annuity Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAnnuityVariable.Type | Fund Source - Variable Annuity Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAssetApprec.Desc | Fund Source - Asset Appreciation Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcAssetApprec.Type | Fund Source - Asset Appreciation Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcBankInformation.Desc | Fund Source - Bank Information Desc | Description | ACCT | FundSource | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| FundSrcBankInformation.Type | Fund Source - Bank Information Type | Type of field data | ACCT | FundSource | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| FundSrcBrokerage.Desc | Fund Source - Brokerage Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcBrokerage.Type | Fund Source - Brokerage Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcBusinessRev.Desc | Fund Source - Business Revenue Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcBusinessRev.Type | Fund Source - Business Revenue Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcCD.Desc | Fund Source - Certificate of Deposit Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcCD.Type | Fund Source - Certificate of Deposit Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcCorpIncome.Desc | Fund Source - Corporate Income Desc | Description | ACCT | FundSource | 5/2/22 2:13 PM | NULL | Numeric | 1 |
| FundSrcCorpIncome.Type | Fund Source - Corporate Income Type | Type of field data | ACCT | FundSource | 5/2/22 2:13 PM | NULL | Numeric | 1 |
| FundSrcEarnings.Desc | Fund Source - Earnings Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcEarnings.Type | Fund Source - Earnings Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcFamily.Desc | Fund Source - Family Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcFamily.Type | Fund Source - Family Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcGaming.Desc | Fund Source - Gaming Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcGaming.Type | Fund Source - Gaming Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcGift.Desc | Fund Source - Gift Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcGift.Type | Fund Source - Gift Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcInheritance.Desc | Fund Source - Inheritance Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcInheritance.Type | Fund Source - Inheritance Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcInsProceeds.Desc | Fund Source - Insurance Proceeds Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcInsProceeds.Type | Fund Source - Insurance Proceeds Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcInvCapitalGains.Desc | Fund Source - Investment Capital Gains Desc | Description | ACCT | FundSource | 5/2/22 2:13 PM | NULL | Numeric | 1 |
| FundSrcInvCapitalGains.Type | Fund Source - Investment Capital Gains Type | Type of field data | ACCT | FundSource | 5/2/22 2:13 PM | NULL | Numeric | 1 |
| FundSrcInvestProceeds.Desc | Fund Source - Investment Proceeds Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcInvestProceeds.Type | Fund Source - Investment Proceeds Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcInvProceeds.Desc | Fund Source - Investment Proceeds Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcInvProceeds.Type | Fund Source - Investment Proceeds Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcLegalProceeds.Desc | Fund Source - Legal Proceeds Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcLegalProceeds.Type | Fund Source - Legal Proceeds Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcLifeIns.Desc | Fund Source - Life Insurance Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcLifeIns.Type | Fund Source - Life Insurance Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcLifeInsUniversal.Desc | Fund Source - Universal Life Insurance Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcLifeInsUniversal.Type | Fund Source - Universal Life Insurance Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcLifeInsVariable.Desc | Fund Source - Variable Life Insurance Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcLifeInsVariable.Type | Fund Source - Variable Life Insurance Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcLifeInsWhole.Desc | Fund Source - Whole Life Insurance Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcLifeInsWhole.Type | Fund Source - Whole Life Insurance Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMF.Desc | Fund Source - Mutual Fund Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMF.Type | Fund Source - Mutual Fund Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMFClassA.Desc | Fund Source - Mutual Fund Class A Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMFClassA.Type | Fund Source - Mutual Fund Class A Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMFClassB.Desc | Fund Source - Mutual Fund Class B Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMFClassB.Type | Fund Source - Mutual Fund Class B Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMFClassC.Desc | Fund Source - Mutual Fund Class C Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMFClassC.Type | Fund Source - Mutual Fund Class C Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMFManaged.Desc | Fund Source - Managed Mutual Fund Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMFManaged.Type | Fund Source - Managed Mutual Fund Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMFMoneyMarket.Desc | Fund Source - Money Market Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcMFMoneyMarket.Type | Fund Source - Money Market Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcOther.Desc | Fund Source - Other Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcOther.Type | Fund Source - Other Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcPension.Desc | Fund Source - Pension Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcPension.Type | Fund Source - Pension Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcPersonalCheck.Desc | Fund Source - Personal Check Desc | Description | ACCT | FundSource | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| FundSrcPersonalCheck.Type | Fund Source - Personal Check Type | Type of field data | ACCT | FundSource | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| FundSrcQualPlanDistrib.Desc | Fund Source - Qualified Plan Distribution Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcQualPlanDistrib.Type | Fund Source - Qualified Plan Distribution Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcQualPlanDistribVoluntary.Desc | Fund Source - Qualified Plan Distribution - Voluntary Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcQualPlanDistribVoluntary.Type | Fund Source - Qualified Plan Distribution - Voluntary Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcRealEstate.Desc | Fund Source - Real Estate Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcRealEstate.Type | Fund Source - Real Estate Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcRelative.Desc | Fund Source - Relative Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcRelative.Type | Fund Source - Relative Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcRentalIncome.Desc | Fund Source - Rental Income Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcRentalIncome.Type | Fund Source - Rental Income Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcResidence.Desc | Fund Source - Residence Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcResidence.Type | Fund Source - Residence Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcRollover.Desc | Fund Source - Rollover Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcRollover.Type | Fund Source - Rollover Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSalaryDeferral.Desc | Fund Source - Salary Deferral Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSalaryDeferral.Type | Fund Source - Salary Deferral Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSaleOfAssets.Desc | Fund Source - Sale Of Assets Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSaleOfAssets.Type | Fund Source - Sale Of Assets Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSaleOfBus.Desc | Fund Source - Sale Of Business Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSaleOfBus.Type | Fund Source - Sale Of Business Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSaleOfRealEstate.Desc | Fund Source - Sale Of Real Estate Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSaleOfRealEstate.Type | Fund Source - Sale Of Real Estate Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSavings.Desc | Fund Source - Savings Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSavings.Type | Fund Source - Savings Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcSchwabOne.Desc | Fund Source - Schwab One Desc | Description | ACCT | FundSource | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| FundSrcSchwabOne.Type | Fund Source - Schwab One Type | Type of field data | ACCT | FundSource | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| FundSrcSocialSecurity.Desc | Fund Source - Social Security Desc | Description | ACCT | FundSource | 9/18/18 1:56 PM | NULL | Numeric | 1 |
| FundSrcSocialSecurity.Type | Fund Source - Social Security Type | Type of field data | ACCT | FundSource | 9/18/18 1:56 PM | NULL | Numeric | 1 |
| FundSrcStocksBonds.Desc | Fund Source - Stocks and Bonds Desc | Description | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcStocksBonds.Type | Fund Source - Stocks and Bonds Type | Type of field data | ACCT | FundSource | 8/6/14 4:05 PM | NULL | Numeric | 1 |
| FundSrcTIK.Desc | Fund Source - Transfer in Kind Desc | Description | ACCT | FundSource | 12/19/17 1:25 PM | NULL | Numeric | 1 |
| FundSrcTIK.Type | Fund Source - Transfer in Kind Type | Type of field data | ACCT | FundSource | 12/19/17 1:25 PM | NULL | Numeric | 1 |
| FundSrcWorkingCapital.Desc | Fund Source - Working Capital Desc | Description | ACCT | FundSource | 5/2/22 2:13 PM | NULL | Numeric | 1 |
| FundSrcWorkingCapital.Type | Fund Source - Working Capital Type | Type of field data | ACCT | FundSource | 5/2/22 2:13 PM | NULL | Numeric | 1 |
| Gender | Gender | Gender | CLIENT | Client Personal Info | 6/19/05 12:00 AM | NULL | Boolean | 1 = Male, 2 = Female, 0 = Other |
| Gender | Gender | Gender | REP | Client Personal Info | 5/21/20 9:31 AM | NULL | Boolean | 1 = Male, 2 = Female, 0 = Other |
| GenderOther | GenderOther | GenderOther | CLIENT | Client Personal Info | 9/29/13 2:30 PM | NULL | String | Male |
| GenderOther | GenderOther | GenderOther | REP | Client Personal Info | 5/19/20 9:31 AM | NULL | String | Male |
| GiftDate | Date gift was given to minor | Date gift was given to minor | ACCT | Account | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| GiftManner | Manner in which gift was given | Manner in which gift was given | ACCT | Account | 6/19/05 12:00 AM | NULL | Boolean | 1 = Trust |
| GiftState | State in which gift was given | State in which gift was given (California, Florida, New York, Texas, etc.) | ACCT | Account | 6/17/05 12:00 AM | NULL | String | CA |
| GiftTermAge | Age when gift terminates | Age when gift terminates | ACCT | Account | 6/17/05 12:00 AM | NULL | String | 18 |
| GNum | Representative G Number | G Number for Fidelity forms | REP | Rep Profile | 8/6/15 5:30 PM | NULL | String | 123ABC |
| GOV.ArrivalCity | Government ID Arrival City | Arrival City | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.ArrivalDate | Government ID Arrival Date | Date of Arrival | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.ArrivalState | Government ID Arrival State | Arrival State | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.DepartDate | Government ID Depart Date | Date of Departure | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.ExactFName | Government ID Exact First Name | Exact First Name on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.ExactFullName | Government ID Exact Fullname | Exact Fullname on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.ExactLName | Government ID Exact Last Name | Exact Last Name on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.ExactMName | Government ID Exact Middle Name | Exact Middle Name on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.ID | Government ID Document Number | Identification Document Number | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDCopied | Government ID Photocopy Obtained | Flag to indicate if a copy of the identification document was obtained | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDCountry | Government ID Issuing Country | Identification Document Country | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDExpire | Government ID Expiration Date | Identification Document Expiration Date | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDIssueDate | Government ID Issuance Date | Identification Document Issuance Date | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDIssuer | Government ID ID Issuer | Entity issuing the ID or document (Issuing Post Name) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDState | Government ID Issuing State | Identification Document State | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDStatus | Government ID ID Status | ID Status (including immigration or non-immigration status) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDType | Government ID Type | Identification Document Type | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDTypeOther | Government ID ID Type Other | Used to identify the ID document type in a text box | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDVerified | Government ID Verified | Identification Document Verified | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDVerifiedNotes | Government ID Verification Notes | Identification Document Verified | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDVerifyContact | Government ID ID Verification Contact Name | Name of contact who verified ID | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDVerifyDate | Government ID Verification Date | Date ID was verified | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV.IDVerifyMethod | Government ID ID Verification Method | ID verification method | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.ArrivalCity | Government ID (Second ID) Arrival City | Arrival City | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.ArrivalDate | Government ID (Second ID) Arrival Date | Date of Arrival | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.ArrivalState | Government ID (Second ID) Arrival State | Arrival State | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.DepartDate | Government ID (Second ID) Depart Date | Date of Departure | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.ExactFName | Government ID (Second ID) Exact First Name | Exact First Name on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.ExactFullName | Government ID (Second ID) Exact Fullname | Exact Fullname on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.ExactLName | Government ID (Second ID) Exact Last Name | Exact Last Name on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.ExactMName | Government ID (Second ID) Exact Middle Name | Exact Middle Name on ID Document | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.ID | Government ID (Second ID) Document Number | Identification Document Number | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDCopied | Government ID (Second ID) Photocopy Obtained | Flag to indicate if a copy of the identification document was obtained | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDCountry | Government ID (Second ID) Issuing Country | Identification Document Country | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDExpire | Government ID (Second ID) Expiration Date | Identification Document Expiration Date | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDIssueDate | Government ID (Second ID) Issuance Date | Identification Document Issuance Date | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDIssuer | Government ID (Second ID) ID Issuer | Entity issuing the ID or document (Issuing Post Name) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDState | Government ID (Second ID) Issuing State | Identification Document State | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDStatus | Government ID (Second ID) ID Status | ID Status (including immigration or non-immigration status) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDType | Government ID (Second ID) Type | Identification Document Type | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDTypeOther | Government ID (Second ID) ID Type Other | Used to identify the ID document type in a text box | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDVerified | Government ID (Second ID) Verified | Identification Document Verified | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDVerifiedNotes | Government ID (Second ID) Verification Notes | Identification Document Verified | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDVerifyContact | Government ID (Second ID) ID Verification Contact Name | Name of contact who verified ID | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDVerifyDate | Government ID (Second ID) Verification Date | Date ID was verified | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GOV2.IDVerifyMethod | Government ID (Second ID) ID Verification Method | ID verification method | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| GovtOfficial | Government Foreign Official Affiliation | Client is a government official | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | Boolean | Yes, No |
| GovtOfficialFName | Government Official First Name | First name of political official client is affiliated to | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | George |
| GovtOfficialJurisdiction | Government Official Jurisdiction | Jurisdiction of political official client is affiliated to | CLIENT | Suitability | 4/9/16 7:23 PM | NULL | String | 1 = City |
| GovtOfficialJurisdictionOther | Government Official Jurisdiction Other | Description of jurisdiction of political official client is affiliated to | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Country |
| GovtOfficialLName | Government Official Last Name | Last name of political official client is affiliated to | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Washington |
| GovtOfficialOffice | Government Official Office Name | Branch or office held of political official client is affiliated to | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Executive Branch |
| GovtOfficialRelToClient | Government Official Relationship to Client | Relationship of client to political official | CLIENT | Suitability | 4/9/16 7:23 PM | NULL | String | 1 = Self |
| GovtOfficialRelToClientOther | Government Official Relationship to Client Other | Description of client relationship to political official | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | Brother |
| GovtOfficialTitle | Government Official Title | Title of political official client is affiliated to | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | String | President |
| GrantorJurisdiction | Grantor Jurisdiction | If the Grantor/Settlor is an entity, please list the jurisdiction in which the Grantor entity was established: | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | String | California |
| GrantorType | Grantor Type | Type of Grantor | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| GrantTerms | Grant Terms | Grant Terms | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| GroupingAcctNum | Grouping Account Number | Grouping Account Number | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| H.Addr1 | Home or Legal Address Line 1 | Address Line 1 | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Addr1 | Home Address Line 1 | Address Line 1 | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Addr1 | Account Holders Home or Legal Address Address Line 1 | Address Line 1 | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Addr123 | Home or Legal Address All Lines | Address All Lines | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Addr123 | Home Address All Lines | Address All Lines | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Addr123 | Account Holders Home or Legal Address Address All Lines | Address All Lines | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Addr1234 | Home or Legal Address All Lines w Suite | Address All Lines w Suite | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Addr1234 | Home Address All Lines w Suite | Address All Lines w Suite | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Addr1234 | Account Holders Home or Legal Address Address All Lines w Suite | Address All Lines w Suite | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Addr2 | Home or Legal Address Line 2 | Address Line 2 | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Addr2 | Home Address Line 2 | Address Line 2 | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Addr2 | Account Holders Home or Legal Address Address Line 2 | Address Line 2 | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Addr3 | Home or Legal Address Line 3 | Address Line 3 | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Addr3 | Home Address Line 3 | Address Line 3 | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Addr3 | Account Holders Home or Legal Address Address Line 3 | Address Line 3 | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Addr4 | Home or Legal Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Addr4 | Home Address Line 4 | Address Line 4 (not included in Addr123) | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Addr4 | Account Holders Home or Legal Address Address Line 4 | Address Line 4 (not included in Addr123) | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.AddrType | Home or Legal Address Type Indicator | Address Type Indicator | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.AddrType | Home Address Type Indicator | Address Type Indicator | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.AddrType | Account Holders Home or Legal Address Address Type Indicator | Address Type Indicator | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.AddrUnitType | Home or Legal Address Unit Type | Address Unit Type | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.AddrUnitType | Home Address Unit Type | Address Unit Type | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.AddrUnitType | Account Holders Home or Legal Address Address Unit Type | Address Unit Type | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Attn | Home or Legal Attention Line | Attention address line | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Attn | Home Attention Line | Attention address line | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Attn | Account Holders Home or Legal Address Attention Line | Attention address line | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.City | Home or Legal Address City | Address City | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.City | Home Address City | Address City | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.City | Account Holders Home or Legal Address Address City | Address City | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.CityState | Home or Legal City State | City State combined together | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.CityState | Home City State | City State combined together | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.CityState | Account Holders Home or Legal Address City State | City State combined together | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.CityStateZip | Home or Legal City State Zip | City State Zip combined together | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.CityStateZip | Home City State Zip | City State Zip combined together | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.CityStateZip | Account Holders Home or Legal Address City State Zip | City State Zip combined together | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Country | Home or Legal Country | Country | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Country | Home Country | Country | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Country | Account Holders Home or Legal Address Country | Country | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.County | Home or Legal County | County or Province | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.County | Home County | County or Province | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.County | Account Holders Home or Legal Address County | County or Province | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Email | Home or Legal Email Address | Email Address | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Email | Home Email Address | Email Address | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Email | Account Holders Home or Legal Address Email Address | Email Address | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.EndDate | Home or Legal End Date | Date ended residency | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.EndDate | Home End Date | Date ended residency | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.EndDate | Account Holders Home or Legal Address End Date | Date ended residency | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Fax | Home or Legal Fax | Fax | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Fax | Home Fax | Fax | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Fax | Account Holders Home or Legal Address Fax | Fax | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.FaxComb | Home or Legal Fax Comb | Fax Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.FaxComb | Home Fax Comb | Fax Comb Field | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.FaxComb | Account Holders Home or Legal Address Fax Comb | Fax Comb Field | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.ForeignRoute | Home or Legal Foreign Routing | Foreign routing or postal code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.ForeignRoute | Home Foreign Routing | Foreign routing or postal code | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.ForeignRoute | Account Holders Home or Legal Address Foreign Routing | Foreign routing or postal code | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.FullAddr | Home or Legal Full Address | All address lines combined together | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.FullAddr | Home Full Address | All address lines combined together | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.FullAddr | Account Holders Home or Legal Address Full Address | All address lines combined together | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Mobile | Home or Legal Mobile | Mobile | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Mobile | Home Mobile | Mobile | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Mobile | Account Holders Home or Legal Address Mobile | Mobile | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Mobile0 | Home or Legal Mobile Country Code | Mobile Country Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Mobile0 | Home Mobile Country Code | Mobile Country Code | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Mobile0 | Account Holders Home or Legal Address Mobile Country Code | Mobile Country Code | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Mobile1 | Home or Legal Mobile Area Code | Mobile Area Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Mobile1 | Home Mobile Area Code | Mobile Area Code | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Mobile1 | Account Holders Home or Legal Address Mobile Area Code | Mobile Area Code | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Mobile2 | Home or Legal Mobile Prefix | Mobile Prefix | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Mobile2 | Home Mobile Prefix | Mobile Prefix | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Mobile2 | Account Holders Home or Legal Address Mobile Prefix | Mobile Prefix | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Mobile3 | Home or Legal Mobile Line Code | Mobile Line Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Mobile3 | Home Mobile Line Code | Mobile Line Code | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Mobile3 | Account Holders Home or Legal Address Mobile Line Code | Mobile Line Code | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.MobileComb | Home or Legal Mobile Comb | Mobile Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.MobileComb | Home Mobile Comb | Mobile Comb Field | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.MobileComb | Account Holders Home or Legal Address Mobile Comb | Mobile Comb Field | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Other | Home or Legal Other | Other phone | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Other | Home Other | Other phone | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Other | Account Holders Home or Legal Address Other | Other phone | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Pager | Home or Legal Pager | Pager | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Pager | Home Pager | Pager | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Pager | Account Holders Home or Legal Address Pager | Pager | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Phone | Home or Legal Phone | Phone | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Phone | Home Phone | Phone | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Phone | Account Holders Home or Legal Address Phone | Phone | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Phone0 | Home or Legal Phone Country Code | Phone Country Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Phone0 | Home Phone Country Code | Phone Country Code | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Phone0 | Account Holders Home or Legal Address Phone Country Code | Phone Country Code | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Phone0Comb | Home or Legal Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Phone0Comb | Home Phone Country Code Comb Field | Phone Country Code Comb Field | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Phone0Comb | Account Holders Home or Legal Address Phone Country Code Comb Field | Phone Country Code Comb Field | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Phone1 | Home or Legal Phone Area Code | Phone Area Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Phone1 | Home Phone Area Code | Phone Area Code | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Phone1 | Account Holders Home or Legal Address Phone Area Code | Phone Area Code | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Phone1Comb | Home or Legal Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Phone1Comb | Home Phone Area Code Comb Field | Phone Area Code Comb Field | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Phone1Comb | Account Holders Home or Legal Address Phone Area Code Comb Field | Phone Area Code Comb Field | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Phone2 | Home or Legal Phone Prefix | Phone Prefix | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Phone2 | Home Phone Prefix | Phone Prefix | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Phone2 | Account Holders Home or Legal Address Phone Prefix | Phone Prefix | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Phone2Comb | Home or Legal Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Phone2Comb | Home Phone Prefix Comb Field | Phone Prefix Comb Field | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Phone2Comb | Account Holders Home or Legal Address Phone Prefix Comb Field | Phone Prefix Comb Field | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Phone3 | Home or Legal Phone Line Code | Phone Line Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Phone3 | Home Phone Line Code | Phone Line Code | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Phone3 | Account Holders Home or Legal Address Phone Line Code | Phone Line Code | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Phone3Comb | Home or Legal Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Phone3Comb | Home Phone Line Code Comb Field | Phone Line Code Comb Field | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Phone3Comb | Account Holders Home or Legal Address Phone Line Code Comb Field | Phone Line Code Comb Field | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.PhoneComb | Home or Legal Phone Comb | Phone Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.PhoneComb | Home Phone Comb | Phone Comb Field | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.PhoneComb | Account Holders Home or Legal Address Phone Comb | Phone Comb Field | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.PhoneExt | Home or Legal Phone Extension | Phone Extension | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.PhoneExt | Home Phone Extension | Phone Extension | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.PhoneExt | Account Holders Home or Legal Address Phone Extension | Phone Extension | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.PhoneNumFormat | Home or Legal Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.PhoneNumFormat | Home Phone Number Format | Phone number format for international vs domestic numbers | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.PhoneNumFormat | Account Holders Home or Legal Address Phone Number Format | Phone number format for international vs domestic numbers | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.PrimaryAddress | Home or Legal Primary Address | Primary Address | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.PrimaryAddress | Home Primary Address | Primary Address | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.PrimaryAddress | Account Holders Home or Legal Address Primary Address | Primary Address | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.PrimaryEmail | Home or Legal Primary Email | Primary Email | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.PrimaryEmail | Home Primary Email | Primary Email | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.PrimaryEmail | Account Holders Home or Legal Address Primary Email | Primary Email | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.PrimaryPhone | Home or Legal Primary Phone | Primary Phone | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.PrimaryPhone | Home Primary Phone | Primary Phone | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.PrimaryPhone | Account Holders Home or Legal Address Primary Phone | Primary Phone | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.StartDate | Home or Legal Start Date | Date started residency | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.StartDate | Home Start Date | Date started residency | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.StartDate | Account Holders Home or Legal Address Start Date | Date started residency | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.State | Home or Legal Address State | Address State | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.State | Home Address State | Address State | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.State | Account Holders Home or Legal Address Address State | Address State | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Suite | Home or Legal Suite | Address Suite | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Suite | Home Suite | Address Suite | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Suite | Account Holders Home or Legal Address Suite | Address Suite | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.URL | Home or Legal URL | Website address or URL | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.URL | Home URL | Website address or URL | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.URL | Account Holders Home or Legal Address URL | Website address or URL | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.Zip | Home or Legal Address Zip | Address Zip | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.Zip | Home Address Zip | Address Zip | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.Zip | Account Holders Home or Legal Address Address Zip | Address Zip | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| H.ZipComb | Home or Legal Address Zip Comb | Address Zip Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| H.ZipComb | Home Address Zip Comb | Address Zip Comb Field | REP | Rep Profile | 8/6/14 4:01 PM | NULL | String | NULL |
| H.ZipComb | Account Holders Home or Legal Address Address Zip Comb | Address Zip Comb Field | FUNDSOURCE | FundSource | 1/16/14 3:00 PM | NULL | String | NULL |
| Health.Advised | Health and Lifestyle Advised | Have you been advised by a licensed member of the medical profession to have any consultation, surgery, treatment, biopsy, confinement to a medical facility, or diagnostic test, except tests for the HIV ANTIBODY, T-Cell Counts, AIDS or ARC, that has not yet been completed? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.AIDS | Health and Lifestyle AIDS | Have you ever been diagnosed by a licensed member of the medical profession or tested positive for Human Immunodeficiency Virus (HIV) or Acquired Immune Deficiency Syndrome (AIDS)? AIDS test results obtained at alternate test sites are confidential and need not be disclosed. None of these application questions should be interpreted as asking about AIDS, unless a question specifically mentions AIDS. | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.ArmedForces | Health and Lifestyle Armed Forces | Are you now a member, or have you entered into a written agreement to become a member of the U.S. Armed Forces, National Guard, or Reserves? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Avocational | Health and Lifestyle Avocational | In the last 2 years have you participated in rock or mountain climbing, organized racing of any motor powered land vehicle or watercraft, scuba diving, base jumping, mixed martial arts, or aeronautics (including hang gliding, sky diving, parachuting, ultralight, soaring, and ballooning) or do you intend to do so within the next 2 years? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Bankruptcy | Health and Lifestyle Bankruptcy | Do you have a bankruptcy that has not yet been discharged, or have any suits, judgments, or liens currently pending against you? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Brain | Health and Lifestyle Brain | Seizures, multiple sclerosis, cognitive impairment, or any other disorder or disease of the brain or nervous system? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.CAD | Health and Lifestyle Coronary Artery Disease | Coronary Artery Disease, Stroke, Mini-Stroke, or TIA? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Cancer | Health and Lifestyle Cancer | Cancer of any type, excluding basal cell or squamous cell carcinoma of the skin? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.CurrentOccupation | Health and Lifestyle Current Occupation | Whats your occupation | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Depression | Health and Lifestyle Depression | Depression or bi-polar disorder? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Diabetes | Health and Lifestyle Diabetes | Diabetes, high blood sugar, or glucose intolerance? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Digestive | Health and Lifestyle Digestive | Any disorder or disease of the digestive system, including ulcerative colitis, crohn’s disease, gastrointestinal bleeding, barrett’s esophagus, acid reflux, pancreatitis, or any other inflammatory intestinal or bowel disorder? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Drugs | Health and Lifestyle Drugs | Have you ever used any illicit drugs, or used habit forming prescription drugs, except as prescribed by a licensed member of the medical profession? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.DrugTreatment | Health and Lifestyle Drug Treatment | Have you ever had or been advised by a licensed member of the medical profession to have medical treatment, counseling, or participation in a support group for the use of alcohol or drugs, or been advised to limit or discontinue use? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Endocrine | Health and Lifestyle Endocrine | Any disorder or disease of the thyroid, blood (excluding HIV), lymph, or glands? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.FamilyHistory | Health and Lifestyle Family History | Have either of your parents or any of your siblings died prior to age 60 due to cancer, heart disease, stroke, diabetes, or mental illness? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Felony | Health and Lifestyle Felony | Have you ever pleaded guilty to or been convicted of a felony, are you currently on probation, or do you currently have any criminal charges against you? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.FlightHistory | Health and Lifestyle Flight History | In the last 2 years, have you flown other than as a fare paying passenger on a scheduled airline, or do you intend to do so within the next 2 years? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Heart | Health and Lifestyle Heart | Chest pain, angina, valve disorder, peripheral vascular disease, atrial fibrillation, aneurysm, or any other disease, disorder, or defect of the heart, arteries, or veins? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.HighBP | Health and Lifestyle High Blood Pressure | High Blood Pressure? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.HighCholesterol | Health and Lifestyle High Cholesterol | High Cholesterol? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Immune | Health and Lifestyle Immune | Other than previously disclosed, any immune or auto-immune disorder or disease, excluding those related to AIDS (Acquired Immunodeficiency Syndrome) or HIV (Human Immunodeficiency Virus)? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Kidneys | Health and Lifestyle Kidneys | Any disorder or disease of the kidneys or bladder, or findings of sugar, protein, or blood in the urine? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Liver | Health and Lifestyle Liver | Hepatitis, cirrhosis, fatty liver, or any other disorder or disease of the liver? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Lupus | Health and Lifestyle Lupus | Lupus, scleroderma, or any other connective tissue disease? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Marijuana | Health and Lifestyle Marijuana | Have you used marijuana in any form? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Meds | Health and Lifestyle Meds | Are you taking any prescription medications not previously disclosed? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Mental | Health and Lifestyle Mental | Other than as previously disclosed, any psychiatric, emotional, or mental health disorder or disease? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.MovingViolations | Health and Lifestyle Moving Violations | Have you pleaded guilty to or been convicted of more than one moving violation, driving under the influence of alcohol or drugs, or had a driver license suspended or revoked? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Nicotine | Health and Lifestyle Nicotine | In the last 5 years, have you used tobacco, nicotine, smoked, or used any smoking-related products like e-cigarettes? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.OtherDrVisit | Health and Lifestyle Other Doctor Visits | Other than any you previously mentioned, in the last 5 years have you had any other check-up, consultation, illness, impairment, surgery, biopsy, or confinement in a medical facility other than normal childbirth, routine physical exams with normal results, or routine treatment for cold, flu, allergies, or minor injuries? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Pregnant | Health and Lifestyle Pregnant | IF FEMALE - Are you currently pregnant? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.ResideOutsideUS | Health and Lifestyle Reside Outside US | In the next 2 years, do you intend to travel or reside outside of the U.S.? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Respiratory | Health and Lifestyle Respiratory | Asthma, sleep apnea, COPD, emphysema, or any other disorder or disease of the respiratory system? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.Skeletal | Health and Lifestyle Skeletal | Rheumatoid arthritis or any other disease or disorder of the joints, muscles, nerves, or bones? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| Health.WeightChange | Health and Lifestyle Weight Change | Has your weight changed more than 12 pounds in the last 12 months? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | 1 |
| HealthDisclosureDesc | Health Disclosure | Health Disclosure multi-line field | CLIENT | Client Personal Info | 9/9/15 12:00 AM | NULL | String | Long description for health disclosures on insurance forms |
| Height | Client Height | Client Height | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Free flow text |
| HeightFeet | Client Height in Feet | The client height in feet, not including any additional inches (HeightInch field) | CLIENT | Client Personal Info | 11/1/15 5:58 PM | NULL | Numeric | 5 |
| HeightInch | Client Height Inches | The client height in inches in addition to the client's height in feet (HeightFeet field) | CLIENT | Client Personal Info | 11/1/15 5:58 PM | NULL | Numeric | 7 |
| HeldAwayAltInvest | Asset Value of Alternative Investments Held Away | Asset Value of Alternative Investments held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayAltInvestPerc | Asset Value of Alternative Investments Percent Held Away | Asset Value of Alternative Investments percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayAnnuity | Asset Value of Annuity Held Away | Asset Value of Annuity held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayAnnuityPerc | Asset Value of Annuity Percent Held Away | Asset Value of Annuity percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayBond | Asset Value of Bond Held Away | Asset Value of Bond held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayBondPerc | Asset Value of Bond Percent Held Away | Asset Value of Bond percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayCash | Asset Value of Cash Held Away | Asset Value of Cash held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayCashPerc | Asset Value of Cash Percent Held Away | Asset Value of Cash percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayCDs | Asset Value of Certificate of Deposit Held Away | Asset Value of Certificate of Deposit held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayCDsPerc | Asset Value of Certificate of Deposit Percent Held Away | Asset Value of Certificate of Deposit percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayCommodities | Asset Value of Commodities Held Away | Asset Value of Commodities held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayCommoditiesPerc | Asset Value of Commodities Percent Held Away | Asset Value of Commodities percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayEmpPlan | Asset Value of Employer Plans Held Away | Asset Value of Employer Plans held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayEmpPlanPerc | Asset Value of Employer Plans Percent Held Away | Asset Value of Employer Plans percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayETF | Asset Value of Exchange Traded Funds Held Away | Asset Value of Exchange Traded Funds held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayETFPerc | Asset Value of Exchange Traded Funds Percent Held Away | Asset Value of Exchange Traded Funds percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayFixedIncome | Asset Value of Fixed Income Held Away | Asset Value of Fixed Income held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayFixedIncomePerc | Asset Value of Fixed Income Percent Held Away | Asset Value of Fixed Income percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayForeignCurrency | Asset Value of Foreign Currency Held Away | Asset Value of Foreign Currency held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayForeignCurrencyPerc | Asset Value of Foreign Currency Percent Held Away | Asset Value of Foreign Currency percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayForeignSecurities | Asset Value of Foreign Securities Held Away | Asset Value of Foreign Securities held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayForeignSecuritiesPerc | Asset Value of Foreign Securities Percent Held Away | Asset Value of Foreign Securities percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayFuture | Asset Value of Futures Held Away | Asset Value of Futures held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayFuturePerc | Asset Value of Futures Percent Held Away | Asset Value of Futures percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayInsurance | Asset Value of Insurance Held Away | Asset Value of Insurance held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayInsurancePerc | Asset Value of Insurance Percent Held Away | Asset Value of Insurance percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayLLP | Asset Value of Limited Liability Partnership Held Away | Asset Value of Limited Liability Partnership held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayLLPPerc | Asset Value of Limited Liability Partnership Percent Held Away | Asset Value of Limited Liability Partnership percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayManagedAcct | Asset Value of Managed Accounts Held Away | Asset Value of Managed Accounts held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10000 |
| HeldAwayManagedAcctPerc | Asset Value of Managed Accounts Percent Held Away | Asset Value of Managed Accounts percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10000 |
| HeldAwayMargin | Asset Value of Margin Held Away | Asset Value of Margin held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayMarginPerc | Asset Value of Margin Percent Held Away | Asset Value of Margin percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayMetals | Asset Value of Metals Held Away | Asset Value of Metals held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayMetalsPerc | Asset Value of Metals Percent Held Away | Asset Value of Metals percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayMutualFund | Asset Value of Mutual Funds Held Away | Asset Value of Mutual Funds held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayMutualFundPerc | Asset Value of Mutual Funds Percent Held Away | Asset Value of Mutual Funds percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOption | Asset Value of Options Held Away | Asset Value of Options held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOptionPerc | Asset Value of Options Percent Held Away | Asset Value of Options percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther | Asset Value of Other Held Away | Asset Value of Other held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther1 | Asset Value of Other 1 Held Away | Asset Value of Other - Instance 1 held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther1Perc | Asset Value of Other 1 Percent Held Away | Asset Value of Other - Instance 1 percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther2 | Asset Value of Other 2 Held Away | Asset Value of Other - Instance 2 held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther2Perc | Asset Value of Other 2 Percent Held Away | Asset Value of Other - Instance 2 percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther3 | Asset Value of Other 3 Held Away | Asset Value of Other - Instance 3 held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther3Perc | Asset Value of Other 3 Percent Held Away | Asset Value of Other - Instance 3 percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther4 | Asset Value of Other 4 Held Away | Asset Value of Other - Instance 4 held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther4Perc | Asset Value of Other 4 Percent Held Away | Asset Value of Other - Instance 4 percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther5 | Asset Value of Other 5 Held Away | Asset Value of Other - Instance 5 held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther5Perc | Asset Value of Other 5 Percent Held Away | Asset Value of Other - Instance 5 percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther6 | Asset Value of Other 6 Held Away | Asset Value of Other - Instance 6 held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOther6Perc | Asset Value of Other 6 Percent Held Away | Asset Value of Other - Instance 6 percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayOtherPerc | Asset Value of Other Percent Held Away | Asset Value of Other percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayRealEstate | Asset Value of Real Estate Held Away | Asset Value of Real Estate held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayRealEstatePerc | Asset Value of Real Estate Percent Held Away | Asset Value of Real Estate percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayREITs | Asset Value of REITs Held Away | Asset Value of REITs held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayREITsPerc | Asset Value of REITs Percent Held Away | Asset Value of REITs percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwaySavings | Asset Value of Savings Held Away | Asset Value of Savings held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwaySavingsPerc | Asset Value of Savings Percent Held Away | Asset Value of Savings percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayShortTerm | Asset Value of Short Term Investments Held Away | Asset Value of Short Term Investments held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayShortTermPerc | Asset Value of Short Term Investments Percent Held Away | Asset Value of Short Term Investments percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayStock | Asset Value of Stock Held Away | Asset Value of Stock held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayStockPerc | Asset Value of Stock Percent Held Away | Asset Value of Stock percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayTotal | Total Asset Value Held Away | Total asset value of assets held outside this account held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayUIT | Asset Value of Unit Investment Trusts Held Away | Asset Value of Unit Investment Trusts held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayUITPerc | Asset Value of Unit Investment Trusts Percent Held Away | Asset Value of Unit Investment Trusts percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayVariableAnnuity | Asset Value of Variable Annuities Held Away | Asset Value of Variable Annuities held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayVariableAnnuityPerc | Asset Value of Variable Annuities Percent Held Away | Asset Value of Variable Annuities percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayVariableContract | Asset Value of Variable Contract Held Away | Asset Value of Variable Contract held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayVariableContractPerc | Asset Value of Variable Contract Percent Held Away | Asset Value of Variable Contract percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayVUL | Asset Value of Variable Life Held Away | Asset Value of Variable Life held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HeldAwayVULPerc | Asset Value of Variable Life Percent Held Away | Asset Value of Variable Life percent held outside this account | CLIENT | Suitability | 9/18/18 1:56 PM | NULL | String | 10 |
| HideFields | Nav Hide Fields control | Nav Hide Fields control | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | Empty | NULL |
| HoldAssetsOtherFirm | Hold Assets Other Firm | Hold Assets Other Firm | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| HouseholdID | HouseholdID | HouseholdID is used to identify a client record with a household record | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | ABC123 |
| HouseholdIncome.AmtHigh | Household Income Level High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| HouseholdIncome.AmtLow | Household Income Level Low Amount Value | Low-end amount | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| HouseholdIncome.Desc | Household Income Level Desc | Description of the asset or expense | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| HouseholdIncome.Range | Household Income Level Range of Values | Range of values | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| HouseholdIncome.RangeOther | Household Income Level Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| HouseholdIncome.Timeframe | Household Income Level Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| HouseholdIncome.Type | Household Income Level Type of Value | Type of value | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | NULL |
| IABenefitsOrg | IA Benefits Organization | IA Benefits Organization | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| IABusinessOperations | IA Business Operations | IA Business Operations | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| IACommunications | IA Commincations | IA Commincations | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| IAEstablishment | IA Establishment | IA Establishment | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| IDNum | Product ID or Code | Product ID or code assigned by product company | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | String | 39 |
| IllustrationNum | Illustration Confirmation Number | Used to insure that the illustration was run and can be confirmed. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | String |
| ImmediateInvestType | Immediate Investment Indicator | California Senate Bill 620 has passed and certain provisions go into effect July 1, 2004. This bill places limitations on the investment of premiums during the 30 day cancellation period for senior citizens. Specifically, the premium for a variable ann | ACCT | Account | 6/17/05 12:00 AM | NULL | String | NULL |
| ImmigrationStatus | Immigration Status | Immigration status or residence type (e.g. non-resident, permanent resident, etc) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Permanent Resident, Non-Permanent, Non-Resident |
| IncCountry | Incorporated Country | Country corporation was incorporated | CLIENT | Client Personal Info | 9/18/18 1:56 PM | NULL | String | USA |
| IncCounty | Incorporation County | County corporation was incorporated | CLIENT | Client Personal Info | 10/11/06 12:00 AM | NULL | String | Los Angeles |
| IncDate | Incorporation Date | Date corporation was incorporated or formed | CLIENT | Client Personal Info | 10/11/06 12:00 AM | NULL | Date | 1/1/2006 |
| IncIDNum | Incorporation ID Number | Corporate or business ID number (DUNs, TaxID, Incorporation ID, etc.) | CLIENT | Client Personal Info | 11/1/16 11:49 AM | NULL | String | 123-ABC123 |
| Income.AmtHigh | Income Level High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| Income.AmtLow | Income Level Low Amount Value | Low-end amount | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| Income.Desc | Income Level Desc | Description of the asset or expense | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| Income.Range | Income Level Range of Values | Range of values | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| Income.RangeOther | Income Level Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| Income.Timeframe | Income Level Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| Income.Type | Income Level Type of Value | Type of value | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| IncreaseAmt | Increase Amount | Amount of annual increase of Contributions | ACCT | Account | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| IncreaseMonth | Increase Month | Month that Annual Increase Contributions will start | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| IncState | Incorporation State | State corporation was incorporated | CLIENT | Client Personal Info | 10/11/06 12:00 AM | NULL | String | California |
| InheritingAcctType | Inheriting Account Type | Check the type of account you are inheriting | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InitAcctSrcOfFunds | Initial Account Source of Funds | Initial source of funds for the account | ACCT | Account | 8/17/19 10:30 AM | NULL | Boolean | 1 = Income From Earnings |
| InitAcctSrcOfFundsOther | Other Initial Account Source of Funds | Other initial source of funds for the account | ACCT | Account | 8/15/19 10:30 AM | NULL | String | Transfer |
| InitAmt | Initial Investment Amount | Initial Investment Amount | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| InitialPlanDocDate | Initial Plan Document Date | Initial Plan Document Date | ACCT | Account | 9/7/23 12:00 AM | NULL | Date | 2/12/2019 |
| InsInvestType | Insurance Investment Type | Insurance investment type (variable, non-variable, indexed universal life) | PRODUCTITEM | Product | 10/31/10 12:00 PM | NULL | Boolean | 1 = Universal |
| InstAcctAssetClass | Institutional Account Asset Class | Institutional Account asset classes for suitability obligation | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | 1 = Equities |
| InstAcctAssetClassOther | Institutional Account Asset Class Other | Institutional Account other asset classes for suitability obligation | ACCT | Account | 6/14/13 5:00 PM | NULL | String | Asset Class Other |
| InstAcctAssetClassTypeEquities | Institutional Account Asset Class Type Equities | Institutional Account asset classes for suitability obligation type - Equities | ACCT | Account | 2/21/24 12:26 PM | NULL | Boolean | 1 = Equities |
| InstAcctAssetClassTypeETF | Institutional Account Asset Class Type Exchange Traded Funds | Institutional Account asset classes for suitability obligation type - Exchange Traded Funds | ACCT | Account | 2/21/24 12:26 PM | NULL | Boolean | 1 = Equities |
| InstAcctAssetClassTypeFI | Institutional Account Asset Class Type Fixed Income | Institutional Account asset classes for suitability obligation type - FixedIncome | ACCT | Account | 2/21/24 12:26 PM | NULL | Boolean | 1 = Equities |
| InstAcctAssetClassTypeMF | Institutional Account Asset Class Type Mutual Funds | Institutional Account asset classes for suitability obligation type - Mutual Funds | ACCT | Account | 2/21/24 12:26 PM | NULL | Boolean | 1 = Equities |
| InstAcctAssetClassTypeOptions | Institutional Account Asset Class Type Options | Institutional Account asset classes for suitability obligation type - Options | ACCT | Account | 2/21/24 12:26 PM | NULL | Boolean | 1 = Equities |
| InstAcctAssetClassTypeOther | Institutional Account Asset Class Type Other | Institutional Account asset classes for suitability obligation type - Other | ACCT | Account | 2/21/24 12:26 PM | NULL | Boolean | 1 = Equities |
| InstAcctAssetClassTypeUIT | Institutional Account Asset Class Type Unit Investment Trusts | Institutional Account asset classes for suitability obligation type - Unit Investment Trusts | ACCT | Account | 2/21/24 12:26 PM | NULL | Boolean | 1 = Equities |
| InstAcctDefn | Institutional Account Definition | Type of Institutional Account as defined by FINRA rule | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | 1 = None |
| InstAcctSuitability | Institutional Account Suitability | Suitability obligation for Institutional Account per FINRA | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | 1 -= Waived |
| IntegrationLevel | Integration Level | Integration Level | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InterestIncome.AmtHigh | Interest Income High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InterestIncome.AmtLow | Interest Income Low Amount Value | Low-end amount | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InterestIncome.Desc | Interest Income Desc | Description of the asset or expense | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InterestIncome.Range | Interest Income Range of Values | Range of values | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InterestIncome.RangeOther | Interest Income Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InterestIncome.Timeframe | Interest Income Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InterestIncome.Type | Interest Income Type of Value | Type of value | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InterimMailings | Interim Mailings | Interim Mailings | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvAssets.AmtHigh | Investable Assets High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InvAssets.AmtLow | Investable Assets Low Amount Value | Low-end amount | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InvAssets.Desc | Investable Assets Desc | Description of the asset or expense | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InvAssets.Range | Investable Assets Range of Values | Range of values | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InvAssets.RangeOther | Investable Assets Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InvAssets.Timeframe | Investable Assets Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InvAssets.Type | Investable Assets Type of Value | Type of value | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| InvestExper | Years Experience Investing | Years experience investing or investment knowledge | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 10 |
| InvestExperAltInvest | Years Experience Investing in Alternative Investments | Years experience investing or investment knowledge with Alternative Investments | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperAltInvest | Years Experience Investing in Alternative Investments | Years experience investing or investment knowledge with Alternative Investments | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperAnnuities | Years Experience Investing Annuities | Years experience investing or investment knowledge with Annuities | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperAnnuities | Years Experience Investing Annuities | Years experience investing or investment knowledge with Annuities | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperATSAltInvest | Avg Trans Size Experience in Alternative Investments | Average Transaction Size Investing in Alternative Investments | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSAnnuities | Avg Trans Size Experience in Annuities | Average Transaction Size Investing in Annuities | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSBonds | Avg Trans Size Experience in Bonds | Average Transaction Size Investing in Bonds | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSCash | Avg Trans Size Experience in Cash | Average Transaction Size Investing in Cash | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSCDs | Avg Trans Size Experience in Certificate of Deposit | Average Transaction Size Investing in Certificate of Deposit | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSCommodities | Avg Trans Size Experience in Commodities | Average Transaction Size Investing in Commodities | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSEmpPlan | Avg Trans Size Experience in Employer Plans | Average Transaction Size Investing in Employer Plans | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSETF | Avg Trans Size Experience in Exchange Traded Funds | Average Transaction Size Investing in Exchange Traded Funds | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSFixedIncome | Avg Trans Size Experience in Fixed Income | Average Transaction Size Investing in Fixed Income | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSForeignCurrency | Avg Trans Size Experience in Foreign Currency | Average Transaction Size Investing in Foreign Currency | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSForeignSecurities | Avg Trans Size Experience in Foreign Securities | Average Transaction Size Investing in Foreign Securities | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSFutures | Avg Trans Size Experience in Futures | Average Transaction Size Investing in Futures | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSInsurance | Avg Trans Size Experience in Insurance | Average Transaction Size Investing in Insurance | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSLLPs | Avg Trans Size Experience in LLPs | Average Transaction Size Investing in LLPs | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSManagedAcct | Avg Trans Size Experience in Managed Accounts | Average Transaction Size Investing in Managed Accounts | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSMargin | Avg Trans Size Experience in Margin | Average Transaction Size Investing in Margin | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSMetals | Avg Trans Size Experience in Metals | Average Transaction Size Investing in Metals | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSMutualFunds | Avg Trans Size Experience in MutualFunds | Average Transaction Size Investing in MutualFunds | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSOptions | Avg Trans Size Experience in Options | Average Transaction Size Investing in Options | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSOther | Avg Trans Size Experience in Other | Average Transaction Size Investing in Other | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSPP | Avg Trans Size Experience in Private Placements | Average Transaction Size Investing in Private Placements | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSRealEstate | Avg Trans Size Experience in RealEstate | Average Transaction Size Investing in RealEstate | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSREITs | Avg Trans Size Experience in REITs | Average Transaction Size Investing in REITs | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSSavings | Avg Trans Size Experience in Savings | Average Transaction Size Investing in Savings | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSShortTerm | Avg Trans Size Experience in Short Term Investments | Average Transaction Size Investing in Short Term Investments | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSStocks | Avg Trans Size Experience in Stocks | Average Transaction Size Investing in Stocks | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSUIT | Avg Trans Size Experience in Unit Investment Trusts | Average Transaction Size Investing in Unit Investment Trusts | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSVariableAnnuity | Avg Trans Size Experience in Variable Annuities | Average Transaction Size Investing in Variable Annuities | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSVariableContracts | Avg Trans Size Experience in VariableContracts | Average Transaction Size Investing in VariableContracts | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperATSVUL | Avg Trans Size Experience in Variable Life | Average Transaction Size Investing in Variable Life | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperBonds | Years Experience Investing Bonds | Years experience investing or investment knowledge with Bonds | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperBonds | Years Experience Investing Bonds | Years experience investing or investment knowledge with Bonds | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperCash | Years Experience Investing in Cash | Years experience investing or investment knowledge with Cash | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperCash | Years Experience Investing in Cash | Years experience investing or investment knowledge with Cash | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperCDs | Years Experience Investing in Certificate of Deposit | Years experience investing or investment knowledge with Certificate of Deposit | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperCDs | Years Experience Investing in Certificate of Deposit | Years experience investing or investment knowledge with Certificate of Deposit | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperCommodities | Years Experience Investing Commodities | Years experience investing or investment knowledge with Commodities | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperCommodities | Years Experience Investing Commodities | Years experience investing or investment knowledge with Commodities | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperEmpPlan | Years Experience Investing in Employer Plans | Years experience investing or investment knowledge with Employer Plans | CLIENT | Suitability | 4/8/16 6:12 PM | NULL | Numeric | 1 |
| InvestExperETF | Years Experience Investing in Exchange Traded Funds | Years experience investing or investment knowledge with Exchange Traded Funds | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperETF | Years Experience Investing in Exchange Traded Funds | Years experience investing or investment knowledge with Exchange Traded Funds | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperFixedIncome | Years Experience Investing in Fixed Income | Years experience investing or investment knowledge with Fixed Income | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperFixedIncome | Years Experience Investing in Fixed Income | Years experience investing or investment knowledge with Fixed Income | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperForeignCurrency | Years Experience Investing in Foreign Currency | Years experience investing or investment knowledge with Foreign Currency | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperForeignCurrency | Years Experience Investing in Foreign Currency | Years experience investing or investment knowledge with Foreign Currency | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperForeignSecurities | Years Experience Investing in Foreign Securities | Years experience investing or investment knowledge with Foreign Securities | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperForeignSecurities | Years Experience Investing in Foreign Securities | Years experience investing or investment knowledge with Foreign Securities | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperFutures | Years Experience Investing Futures | Years experience investing or investment knowledge with Futures | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperFutures | Years Experience Investing Futures | Years experience investing or investment knowledge with Futures | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperInsurance | Years Experience Investing Insurance | Years experience investing or investment knowledge with Insurance | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperInsurance | Years Experience Investing Insurance | Years experience investing or investment knowledge with Insurance | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperLLPs | Years Experience Investing LLPs | Years experience investing or investment knowledge with LLPs | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperLLPs | Years Experience Investing LLPs | Years experience investing or investment knowledge with LLPs | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperManagedAcct | Years Experience Investing in Managed Accounts | Years experience investing or investment knowledge with Managed Accounts | CLIENT | Suitability | 4/8/16 6:12 PM | NULL | Numeric | 1 |
| InvestExperMargin | Years Experience Investing in Margin | Years experience investing or investment knowledge with Margin | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperMargin | Years Experience Investing in Margin | Years experience investing or investment knowledge with Margin | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperMetals | Years Experience Investing in Metals | Years experience investing or investment knowledge with Metals | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperMetals | Years Experience Investing in Metals | Years experience investing or investment knowledge with Metals | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperMutualFunds | Years Experience Investing MutualFunds | Years experience investing or investment knowledge with MutualFunds | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperMutualFunds | Years Experience Investing MutualFunds | Years experience investing or investment knowledge with MutualFunds | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperOptions | Years Experience Investing Options | Years experience investing or investment knowledge with Options | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperOptions | Years Experience Investing Options | Years experience investing or investment knowledge with Options | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperOther | Years Experience Investing in Other | Years experience investing or investment knowledge with Other | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperOther | Years Experience Investing in Other | Years experience investing or investment knowledge with Other | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperOtherDesc | Other Type of Investing Experience Description | Description of other type of Investing Experience | CLIENT | Suitability | 11/1/16 11:49 AM | NULL | String | Private Equities |
| InvestExperOtherDesc | Other Type of Investing Experience Description | Description of other type of Investing Experience | ACCT | Investment Profile | 11/1/16 11:49 AM | NULL | String | Private Equities |
| InvestExperPP | Years Experience Investing in Private Placements | Years Experience Investing in Private Placements | CLIENT | Suitability | 12/5/18 10:21 AM | NULL | Numeric | 0.1 |
| InvestExperPP | Years Experience Investing in Private Placements | Years Experience Investing in Private Placements | ACCT | Investment Profile | 12/5/18 10:21 AM | NULL | Numeric | 0.1 |
| InvestExperRealEstate | Years Experience Investing RealEstate | Years experience investing or investment knowledge with RealEstate | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperRealEstate | Years Experience Investing RealEstate | Years experience investing or investment knowledge with RealEstate | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperREITs | Years Experience Investing REITs | Years experience investing or investment knowledge with REITs | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperREITs | Years Experience Investing REITs | Years experience investing or investment knowledge with REITs | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperSavings | Years Experience Investing in Savings | Years experience investing or investment knowledge with Savings | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperSavings | Years Experience Investing in Savings | Years experience investing or investment knowledge with Savings | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperShortTerm | Years Experience Investing in Short Term Investments | Years experience investing or investment knowledge with Short Term Investments | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperShortTerm | Years Experience Investing in Short Term Investments | Years experience investing or investment knowledge with Short Term Investments | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperStocks | Years Experience Investing Stocks | Years experience investing or investment knowledge with Stocks | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperStocks | Years Experience Investing Stocks | Years experience investing or investment knowledge with Stocks | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperTPMAltInvest | Trans Per Mo Inv Exp inAlternative Investments | Investment Experience Transactions Per Month in Alternative Investments | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMAnnuities | Trans Per Mo Inv Exp inAnnuities | Investment Experience Transactions Per Month in Annuities | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMBonds | Trans Per Mo Inv Exp inBonds | Investment Experience Transactions Per Month in Bonds | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMCash | Trans Per Mo Inv Exp inCash | Investment Experience Transactions Per Month in Cash | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMCDs | Trans Per Mo Inv Exp inCertificate of Deposit | Investment Experience Transactions Per Month in Certificate of Deposit | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMCommodities | Trans Per Mo Inv Exp inCommodities | Investment Experience Transactions Per Month in Commodities | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMEmpPlan | Trans Per Mo Inv Exp inEmployer Plans | Investment Experience Transactions Per Month in Employer Plans | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMETF | Trans Per Mo Inv Exp inExchange Traded Funds | Investment Experience Transactions Per Month in Exchange Traded Funds | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMFixedIncome | Trans Per Mo Inv Exp inFixed Income | Investment Experience Transactions Per Month in Fixed Income | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMForeignCurrency | Trans Per Mo Inv Exp inForeign Currency | Investment Experience Transactions Per Month in Foreign Currency | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMForeignSecurities | Trans Per Mo Inv Exp inForeign Securities | Investment Experience Transactions Per Month in Foreign Securities | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMFutures | Trans Per Mo Inv Exp inFutures | Investment Experience Transactions Per Month in Futures | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMInsurance | Trans Per Mo Inv Exp inInvestment Experience Transactions Per Month insurance | Investment Experience Transactions Per Month insurance | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMLLPs | Trans Per Mo Inv Exp inLLPs | Investment Experience Transactions Per Month in LLPs | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMManagedAcct | Trans Per Mo Inv Exp inManaged Accounts | Investment Experience Transactions Per Month in Managed Accounts | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMMargin | Trans Per Mo Inv Exp inMargin | Investment Experience Transactions Per Month in Margin | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMMetals | Trans Per Mo Inv Exp inMetals | Investment Experience Transactions Per Month in Metals | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMMutualFunds | Trans Per Mo Inv Exp inMutualFunds | Investment Experience Transactions Per Month in MutualFunds | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMOptions | Trans Per Mo Inv Exp inOptions | Investment Experience Transactions Per Month in Options | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMOther | Trans Per Mo Inv Exp inOther | Investment Experience Transactions Per Month in Other | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMPP | Trans Per Mo Inv Exp inPrivate Placements | Investment Experience Transactions Per Month in Private Placements | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMRealEstate | Trans Per Mo Inv Exp inRealEstate | Investment Experience Transactions Per Month in RealEstate | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMREITs | Trans Per Mo Inv Exp inREITs | Investment Experience Transactions Per Month in REITs | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMSavings | Trans Per Mo Inv Exp inSavings | Investment Experience Transactions Per Month in Savings | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMShortTerm | Trans Per Mo Inv Exp inShort Term Investments | Investment Experience Transactions Per Month in Short Term Investments | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMStocks | Trans Per Mo Inv Exp inStocks | Investment Experience Transactions Per Month in Stocks | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMUIT | Trans Per Mo Inv Exp inUnit Investment Trusts | Investment Experience Transactions Per Month in Unit Investment Trusts | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMVariableAnnuity | Trans Per Mo Inv Exp inVariable Annuities | Investment Experience Transactions Per Month in Variable Annuities | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMVariableContracts | Trans Per Mo Inv Exp inVariableContracts | Investment Experience Transactions Per Month in VariableContracts | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPMVUL | Trans Per Mo Inv Exp inVariable Life | Investment Experience Transactions Per Month in Variable Life | CLIENT | Suitability | 3/18/20 12:01 PM | NULL | Numeric | 1 |
| InvestExperTPYAltInvest | Investment Experience Transactions Per Year in Alternative Investments | Number of transactions per year with Alternative Investments | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYAnnuities | Investment Experience Transactions Per Year Annuities | Number of transactions per year with Annuities | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYBonds | Investment Experience Transactions Per Year Bonds | Number of transactions per year with Bonds | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYCash | Investment Experience Transactions Per Year in Cash | Number of transactions per year with Cash | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYCDs | Investment Experience Transactions Per Year in Certificate of Deposit | Number of transactions per year with Certificate of Deposit | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYCommodities | Investment Experience Transactions Per Year Commodities | Number of transactions per year with Commodities | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYEmpPlan | Investment Experience Transactions Per Year in Employer Plans | Number of transactions per year with Employer Plans | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYETF | Investment Experience Transactions Per Year in Exchange Traded Funds | Number of transactions per year with Exchange Traded Funds | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYFixedIncome | Investment Experience Transactions Per Year in Fixed Income | Number of transactions per year with Fixed Income | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYForeignCurrency | Investment Experience Transactions Per Year in Foreign Currency | Number of transactions per year with Foreign Currency | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYForeignSecurities | Investment Experience Transactions Per Year in Foreign Securities | Number of transactions per year with Foreign Securities | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYFutures | Investment Experience Transactions Per Year Futures | Number of transactions per year with Futures | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYInsurance | Investment Experience Transactions Per Year Insurance | Number of transactions per year with Insurance | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYLLPs | Investment Experience Transactions Per Year LLPs | Number of transactions per year with LLPs | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYManagedAcct | Investment Experience Transactions Per Year in Managed Accounts | Number of transactions per year with Managed Accounts | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYMargin | Investment Experience Transactions Per Year in Margin | Number of transactions per year with Margin | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYMetals | Investment Experience Transactions Per Year in Metals | Number of transactions per year with Metals | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYMutualFunds | Investment Experience Transactions Per Year MutualFunds | Number of transactions per year with Mutual Funds | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYOptions | Investment Experience Transactions Per Year Options | Number of transactions per year with Options | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYOther | Investment Experience Transactions Per Year in Other | Number of transactions per year with Other | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYPP | Investment Experience Transactions Per Year in Private Placements | Investment Experience Transactions Per Year in Private Placements | CLIENT | Suitability | 12/7/18 10:21 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYRealEstate | Investment Experience Transactions Per Year RealEstate | Number of transactions per year with Real Estate | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYREITs | Investment Experience Transactions Per Year REITs | Number of transactions per year with REITs | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYSavings | Investment Experience Transactions Per Year in Savings | Number of transactions per year with Savings | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYShortTerm | Investment Experience Transactions Per Year in Short Term Investments | Number of transactions per year with Short Term Investments | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYStocks | Investment Experience Transactions Per Year Stocks | Number of transactions per year with Stocks | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYUIT | Investment Experience Transactions Per Year in Unit Investment Trusts | Number of transactions per year with Unit Investment Trusts | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYVariableAnnuity | Investment Experience Transactions Per Year in Variable Annuities | Number of transactions per year with Variable Annuity | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYVariableContracts | Investment Experience Transactions Per Year VariableContracts | Number of transactions per year with Variable Contracts | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperTPYVUL | Investment Experience Transactions Per Year in Variable Life | Number of transactions per year with VULs | CLIENT | Suitability | 8/13/16 4:20 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestExperType | Years Experience Type of Investing | Years Experience Type of Investing | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | 10 |
| InvestExperTypeAltInvest | Years Type of Experience Investing in Alternative Investments | Years Type of Experience Investing in Alternative Investments | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeAnnuity | Years Type of Experience Investing in Annuity | Years Type of Experience Investing in Annuity | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeBond | Years Type of Experience Investing in Bond | Years Type of Experience Investing in Bond | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeCash | Years Type of Experience Investing in Cash | Years Type of Experience Investing in Cash | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeCDs | Years Type of Experience Investing in Certificate of Deposit | Years Type of Experience Investing in Certificate of Deposit | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeCommodities | Years Type of Experience Investing in Commodities | Years Type of Experience Investing in Commodities | CLIENT | Suitability | 8/8/15 5:30 PM | NULL | Boolean | 1 = None |
| InvestExperTypeEmpPlan | Years Type of Experience Investing in Employer Plans | Years Type of Experience Investing in Employer Plans | CLIENT | Suitability | 4/10/16 6:12 PM | NULL | Boolean | 1 = None |
| InvestExperTypeETF | Years Type of Experience Investing in Exchange Traded Funds | Years Type of Experience Investing in Exchange Traded Funds | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeFixedIncome | Years Type of Experience Investing in Fixed Income | Years Type of Experience Investing in Fixed Income | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeForeignCurrency | Years Type of Experience Investing in Foreign Currency | Years Type of Experience Investing in Foreign Currency | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeForeignSecurities | Years Type of Experience Investing in Foreign Securities | Years Type of Experience Investing in Foreign Securities | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeFuture | Years Type of Experience Investing in Futures | Years Type of Experience Investing in Futures | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeInsurance | Years Type of Experience Investing in Insurance | Years Type of Experience Investing in Insurance | CLIENT | Suitability | 8/8/15 5:30 PM | NULL | Boolean | 1 = None |
| InvestExperTypeLLP | Years Type of Experience Investing in Limited Liability Partnership | Years Type of Experience Investing in Limited Liability Partnership | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeManagedAcct | Years Type of Experience Investing in Managed Accounts | Years Type of Experience Investing in Managed Accounts | CLIENT | Suitability | 4/10/16 6:12 PM | NULL | Boolean | 1 = None |
| InvestExperTypeMargin | Years Type of Experience Investing in Margin | Years Type of Experience Investing in Margin | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeMetals | Years Type of Experience Investing in Metals | Years Type of Experience Investing in Metals | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeMutualFund | Years Type of Experience Investing in Mutual Funds | Years Type of Experience Investing in Mutual Funds | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeOption | Years Type of Experience Investing in Options | Years Type of Experience Investing in Options | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeOther | Years Type of Experience Investing in Other | Years Type of Experience Investing in Other | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypePP | Years Type of Experience Investing in Private Placements | Years Type of Experience Investing in Private Placements | CLIENT | Suitability | 12/5/18 10:21 AM | NULL | Boolean | 1 = None |
| InvestExperTypeRealEstate | Years Type of Experience Investing in Real Estate | Years Type of Experience Investing in Real Estate | CLIENT | Suitability | 8/8/15 5:30 PM | NULL | Boolean | 1 = None |
| InvestExperTypeREITs | Years Type of Experience Investing in REITs | Years Type of Experience Investing in REITs | CLIENT | Suitability | 8/8/15 5:30 PM | NULL | Boolean | 1 = None |
| InvestExperTypeSavings | Years Type of Experience Investing in Savings | Years Type of Experience Investing in Savings | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeShortTerm | Years Type of Experience Investing in Short Term Investments | Years Type of Experience Investing in Short Term Investments | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeStock | Years Type of Experience Investing in Stock | Years Type of Experience Investing in Stock | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeUIT | Years Type of Experience Investing in Unit Investment Trusts | Years Type of Experience Investing in Unit Investment Trusts | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeVariableAnnuity | Years Type of Experience Investing in Variable Annuities | Years Type of Experience Investing in Variable Annuities | CLIENT | Suitability | 8/8/15 5:30 PM | NULL | Boolean | 1 = None |
| InvestExperTypeVariableContract | Years Type of Experience Investing in Variable Contract | Years Type of Experience Investing in Variable Contract | CLIENT | Suitability | 8/8/14 4:04 PM | NULL | Boolean | 1 = None |
| InvestExperTypeVUL | Years Type of Experience Investing in Variable Life | Years Type of Experience Investing in Variable Life | CLIENT | Suitability | 8/8/15 5:30 PM | NULL | Boolean | 1 = None |
| InvestExperUIT | Years Experience Investing in Unit Investment Trusts | Years experience investing or investment knowledge with Unit Investment Trusts | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperUIT | Years Experience Investing in Unit Investment Trusts | Years experience investing or investment knowledge with Unit Investment Trusts | ACCT | Investment Profile | 8/6/14 4:03 PM | NULL | Numeric | 5 |
| InvestExperVariableAnnuity | Years Type of Experience Investing in Variable Annuities | Years Type of Experience Investing in Variable Annuities | CLIENT | Suitability | 8/10/15 5:30 PM | NULL | Numeric | 1 |
| InvestExperVariableContracts | Years Experience Investing VariableContracts | Years experience investing or investment knowledge with VariableContracts | CLIENT | Suitability | 7/4/14 12:00 PM | NULL | Numeric | 1 |
| InvestExperVariableContracts | Years Experience Investing VariableContracts | Years experience investing or investment knowledge with VariableContracts | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | Numeric | 1 |
| InvestExperVUL | Years Type of Experience Investing in Variable Life | Years Type of Experience Investing in Variable Life | CLIENT | Suitability | 8/8/15 5:30 PM | NULL | Numeric | 1 |
| InvestKnowledge | Investment Knowledge | General Investment Knowledge and Experience | CLIENT | Suitability | 6/16/13 5:00 PM | NULL | Boolean | 1 = None |
| InvestmentClub | Investment Club | Investment Club | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvestStartDate | Date Started Investing | Date Started Investing | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| InvObj1 | Primary Investment Objective | Primary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj10 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj11 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj12 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj13 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj14 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj15 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj16 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj17 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj18 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj19 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj2 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj20 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj3 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj4 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj5 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj6 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj7 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj8 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvObj9 | Investment Objective | Secondary investment objective for the account | ACCT | Investment Profile | 5/11/06 12:00 AM | NULL | String | 1 |
| InvOwnedBonds | Investments Owned Bonds | Do you currently own or have you owned in the past Bonds/bond funds | CLIENT | Investment Profile | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvOwnedInternationalSecurities | Investments Owned International Securities | Do you currently own or have you owned in the past International Securities | CLIENT | Investment Profile | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvOwnedMoneyMarket | Investments Owned Money Market | Do you currently own or have you owned in the past Money market funds/cash investments | CLIENT | Investment Profile | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| InvOwnedStocks | Investments Owned Stocks | Do you currently own or have you owned in the past Stocks/stock funds | CLIENT | Investment Profile | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| IRAAcctType | Type of IRA Account | Type of IRA account (individual, spousal, rollover, etc.) | ACCT | Account | 8/15/22 9:50 AM | NULL | String | NULL |
| IRAContribType | IRA Contribution Type | IRA Contribution Type | ACCT | Account | 11/23/07 12:00 AM | NULL | Boolean | 1 - Rollover |
| IRADistAmtEarnings | IRA Distribution Amount Earnings | IRA Distribution Excess Amount Earnings | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 0=False; 1=True |
| IRADistContAmt | IRA Distribution Contribution Amount | IRA Distribution Excess Contribution Amount | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 100000 |
| IRADistContDate | IRA Distriution Contribution Date | IRA Distribution Excess Contribution Date | ACCT | Account | 3/18/20 12:01 PM | NULL | Date | 3/17/2020 |
| IRADistPriorTaxYear | IRA Distribution Prior Tax Year | IRA Distribution Excess Removed Prior to the Extended Tax Return Due Date | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 2019 |
| IRADistReason | IRA Distribution Reason | IRA/ESA Distribution Request Reason | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Normal |
| IRADistTransType | IRA Distribution Transaction Type | IRA Distribution Transaction Type | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Total Distribution |
| IrrevocableTrustType | Irrevocable Trust Type | Irrevocable Trust Type | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| IRSBackupWithhold | IRS Backup Withholding | If you have been noti?ed by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return, you must check this box to indicate that you do not certify Item 2. | CLIENT | Client Personal Info | 9/20/18 1:56 PM | NULL | Boolean | Yes |
| IRSExemptions | Number of Exemptions Claimed | Number of Tax Exemptions.i.e., Immediate Annuities/AnnuitizationTotal Exemptions Claimed | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 3 |
| IssueType | Issue Type | Type of insurance issue (guaranteed issue, full underwriting, simplified issue, etc) | PRODUCTITEM | Product | 10/31/10 12:00 PM | NULL | Boolean | 1 = GI |
| JointFinancials | Joint Financial Aggregation | Indicates if financial information is aggregated with other joint tenants | CLIENT | Suitability | 10/13/06 12:00 AM | NULL | Boolean | 1 |
| JournalAcctNum | Journal Account Number | Journal Account Number | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 123ABC |
| JournalAcctNumPrefix | Journal Account Number Prefix | Journal Account Number Prefix | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 555 |
| JournalCashAmt | Journal Cash Amount | Journal Cash Amount | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| JournalReg | Journal Registration | Journal Registration | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| JournalSecurities | Journal Securities | Journal Securities | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| JournalType | Journal Type | Journal Type | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| JurisdictionEstablishment | Jurisdiction Establishment | Jurisdiction of Establishment | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Description |
| L.Addr1 | Legal Address Address Line 1 | Address Line 1 | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Addr123 | Legal Address Address All Lines | Address All Lines | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Addr1234 | Legal Address Address All Lines w Suite | Address All Lines w Suite | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Addr2 | Legal Address Address Line 2 | Address Line 2 | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Addr3 | Legal Address Address Line 3 | Address Line 3 | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Addr4 | Legal Address Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.AddrType | Legal Address Address Type Indicator | Address Type Indicator | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.AddrUnitType | Legal Address Address Unit Type | Address Unit Type | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Attn | Legal Address Attention Line | Attention address line | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.City | Legal Address Address City | Address City | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.CityState | Legal Address City State | City State combined together | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.CityStateZip | Legal Address City State Zip | City State Zip combined together | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Country | Legal Address Country | Country | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.County | Legal Address County | County or Province | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Email | Legal Address Email Address | Email Address | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.EndDate | Legal Address End Date | Date ended residency | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Fax | Legal Address Fax | Fax | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.FaxComb | Legal Address Fax Comb | Fax Comb Field | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.ForeignRoute | Legal Address Foreign Routing | Foreign routing or postal code | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.FullAddr | Legal Address Full Address | All address lines combined together | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Mobile | Legal Address Mobile | Mobile | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Mobile0 | Legal Address Mobile Country Code | Mobile Country Code | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Mobile1 | Legal Address Mobile Area Code | Mobile Area Code | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Mobile2 | Legal Address Mobile Prefix | Mobile Prefix | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Mobile3 | Legal Address Mobile Line Code | Mobile Line Code | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.MobileComb | Legal Address Mobile Comb | Mobile Comb Field | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Other | Legal Address Other | Other phone | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Pager | Legal Address Pager | Pager | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Phone | Legal Address Phone | Phone | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Phone0 | Legal Address Phone Country Code | Phone Country Code | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Phone0Comb | Legal Address Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Phone1 | Legal Address Phone Area Code | Phone Area Code | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Phone1Comb | Legal Address Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Phone2 | Legal Address Phone Prefix | Phone Prefix | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Phone2Comb | Legal Address Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Phone3 | Legal Address Phone Line Code | Phone Line Code | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Phone3Comb | Legal Address Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.PhoneComb | Legal Address Phone Comb | Phone Comb Field | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.PhoneExt | Legal Address Phone Extension | Phone Extension | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.PhoneNumFormat | Legal Address Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.PrimaryAddress | Legal Address Primary Address | Primary Address | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.PrimaryEmail | Legal Address Primary Email | Primary Email | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.PrimaryPhone | Legal Address Primary Phone | Primary Phone | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.StartDate | Legal Address Start Date | Date started residency | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.State | Legal Address Address State | Address State | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Suite | Legal Address Suite | Address Suite | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.URL | Legal Address URL | Website address or URL | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.Zip | Legal Address Address Zip | Address Zip | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| L.ZipComb | Legal Address Address Zip Comb | Address Zip Comb Field | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | NULL |
| LastSynch | Last Synch Date | Date record was last updated from the data source | QDBCSOURCE | QDBCDataSource | 8/7/11 4:00 PM | NULL | Date | 6/24/2011 16:23 |
| LegacyPerc | Legacy Percentage | Total Percentage of Account Designated for the Legacy Program | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| LegalCountryType | Legal Country Type | Country of Legal Residence | CLIENT | Employer/Education | 3/20/20 12:01 PM | NULL | Boolean | 1 = USA |
| LEI | Legal Entity Identifier | Legal Entity Identifier for corporations or businesses | CLIENT | Client Personal Info | 10/10/22 11:46 AM | NULL | String | 12345ABCDE |
| Licensed | Rep is licensed to sell product to client | Rep is licensed to sell product to client | CLIENT | Advisor Suitability | 6/17/05 12:00 AM | NULL | String | YES |
| LicenseExpiry | License Expiration Date | Date the client's license or professional designation expires | CLIENT | Client Personal Info | 8/6/14 4:03 PM | NULL | Date | 12/12/2015 |
| LifeInsDeclined | Declined For Life Insurance | In the last 5 years, have you been declined, postponed, or charged an additional premium for life, health, or disability insurance? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | YES |
| LifeInsDisability | Received Disability Benefits from Life Insurance | In the last 5 years, have you received any disability, chronic illness, long-term care, or accident related medical benefits? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | YES |
| LifeInsPrevApplied | Previously Applied for Life Insurance | In the last 24 months, have you applied for any other life insurance? | CLIENT | Client Personal Info | 8/6/15 5:30 PM | NULL | String | YES |
| LinkedMasterAcctNum | Linked Master Account Number | Linked Master Account Number | REP | Rep Profile | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| LiquidAssets.AmtHigh | Liquid Assets High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| LiquidAssets.AmtLow | Liquid Assets Low Amount Value | Low-end amount | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| LiquidAssets.Desc | Liquid Assets Desc | Description of the asset or expense | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| LiquidAssets.Range | Liquid Assets Range of Values | Range of values | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| LiquidAssets.RangeOther | Liquid Assets Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| LiquidAssets.Timeframe | Liquid Assets Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| LiquidAssets.Type | Liquid Assets Type of Value | Type of value | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| LiquidityNeeds.AmtHigh | Liquidity Needs High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 8/6/14 4:06 PM | NULL | String | NULL |
| LiquidityNeeds.AmtLow | Liquidity Needs Low Amount Value | Low-end amount | CLIENT | Suitability | 8/6/14 4:06 PM | NULL | String | NULL |
| LiquidityNeeds.Desc | Liquidity Needs Desc | Description of the asset or expense | CLIENT | Suitability | 8/6/14 4:06 PM | NULL | String | NULL |
| LiquidityNeeds.Range | Liquidity Needs Range of Values | Range of values | CLIENT | Suitability | 8/6/14 4:06 PM | NULL | String | NULL |
| LiquidityNeeds.RangeOther | Liquidity Needs Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 8/6/14 4:06 PM | NULL | String | NULL |
| LiquidityNeeds.Timeframe | Liquidity Needs Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 8/6/14 4:06 PM | NULL | String | NULL |
| LiquidityNeeds.Type | Liquidity Needs Type of Value | Type of value | CLIENT | Suitability | 8/6/14 4:06 PM | NULL | String | NULL |
| LName | Last Name | Last Name | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Trustman |
| LName | Last Name | Last Name | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | Trustman |
| LName | Last Name | Last name on fund source | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | Trustman |
| LOIAmt | Letter of Intent Amount | Letter of Intent Amount | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| LOIDate | LOIDate | The date of a letter of intent. | ACCT | Account | 9/25/06 12:00 AM | NULL | Date | 9/23/2006 |
| LOIType | Letter of Intent Flag | Indicates if letter of intent is being requested for the account | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| M.Addr1 | Mailing Address Line 1 | Address Line 1 | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr1 | Alt Payee Mailing Address Line 1 | Address Line 1 | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr123 | Mailing Address All Lines | Address All Lines | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr123 | Alt Payee Mailing Address All Lines | Address All Lines | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr1234 | Mailing Address All Lines w Suite | Address All Lines w Suite | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr1234 | Alt Payee Mailing Address All Lines w Suite | Address All Lines w Suite | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr2 | Mailing Address Line 2 | Address Line 2 | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr2 | Alt Payee Mailing Address Line 2 | Address Line 2 | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr3 | Mailing Address Line 3 | Address Line 3 | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr3 | Alt Payee Mailing Address Line 3 | Address Line 3 | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr4 | Mailing Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Addr4 | Alt Payee Mailing Address Line 4 | Address Line 4 (not included in Addr123) | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.AddrType | Mailing Address Type Indicator | Address Type Indicator | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.AddrType | Alt Payee Mailing Address Type Indicator | Address Type Indicator | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.AddrUnitType | Mailing Address Unit Type | Address Unit Type | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.AddrUnitType | Alt Payee Mailing Address Unit Type | Address Unit Type | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Attn | Mailing Attention Line | Attention address line | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Attn | Alt Payee Mailing Attention Line | Attention address line | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.City | Mailing Address City | Address City | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.City | Alt Payee Mailing Address City | Address City | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.CityState | Mailing City State | City State combined together | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.CityState | Alt Payee Mailing City State | City State combined together | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.CityStateZip | Mailing City State Zip | City State Zip combined together | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.CityStateZip | Alt Payee Mailing City State Zip | City State Zip combined together | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Country | Mailing Country | Country | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Country | Alt Payee Mailing Country | Country | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.County | Mailing County | County or Province | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.County | Alt Payee Mailing County | County or Province | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Email | Mailing Email Address | Email Address | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Email | Alt Payee Mailing Email Address | Email Address | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.EndDate | Mailing End Date | Date ended residency | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.EndDate | Alt Payee Mailing End Date | Date ended residency | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Fax | Mailing Fax | Fax | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Fax | Alt Payee Mailing Fax | Fax | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.FaxComb | Mailing Fax Comb | Fax Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.FaxComb | Alt Payee Mailing Fax Comb | Fax Comb Field | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.ForeignRoute | Mailing Foreign Routing | Foreign routing or postal code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.ForeignRoute | Alt Payee Mailing Foreign Routing | Foreign routing or postal code | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.FullAddr | Mailing Full Address | All address lines combined together | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.FullAddr | Alt Payee Mailing Full Address | All address lines combined together | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Mobile | Mailing Mobile | Mobile | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Mobile | Alt Payee Mailing Mobile | Mobile | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Mobile0 | Mailing Mobile Country Code | Mobile Country Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Mobile0 | Alt Payee Mailing Mobile Country Code | Mobile Country Code | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Mobile1 | Mailing Mobile Area Code | Mobile Area Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Mobile1 | Alt Payee Mailing Mobile Area Code | Mobile Area Code | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Mobile2 | Mailing Mobile Prefix | Mobile Prefix | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Mobile2 | Alt Payee Mailing Mobile Prefix | Mobile Prefix | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Mobile3 | Mailing Mobile Line Code | Mobile Line Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Mobile3 | Alt Payee Mailing Mobile Line Code | Mobile Line Code | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.MobileComb | Mailing Mobile Comb | Mobile Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.MobileComb | Alt Payee Mailing Mobile Comb | Mobile Comb Field | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Other | Mailing Other | Other phone | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Other | Alt Payee Mailing Other | Other phone | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Pager | Mailing Pager | Pager | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Pager | Alt Payee Mailing Pager | Pager | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone | Mailing Phone | Phone | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone | Alt Payee Mailing Phone | Phone | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone0 | Mailing Phone Country Code | Phone Country Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone0 | Alt Payee Mailing Phone Country Code | Phone Country Code | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone0Comb | Mailing Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone0Comb | Alt Payee Mailing Phone Country Code Comb Field | Phone Country Code Comb Field | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone1 | Mailing Phone Area Code | Phone Area Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone1 | Alt Payee Mailing Phone Area Code | Phone Area Code | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone1Comb | Mailing Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone1Comb | Alt Payee Mailing Phone Area Code Comb Field | Phone Area Code Comb Field | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone2 | Mailing Phone Prefix | Phone Prefix | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone2 | Alt Payee Mailing Phone Prefix | Phone Prefix | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone2Comb | Mailing Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone2Comb | Alt Payee Mailing Phone Prefix Comb Field | Phone Prefix Comb Field | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone3 | Mailing Phone Line Code | Phone Line Code | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone3 | Alt Payee Mailing Phone Line Code | Phone Line Code | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone3Comb | Mailing Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Phone3Comb | Alt Payee Mailing Phone Line Code Comb Field | Phone Line Code Comb Field | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PhoneComb | Mailing Phone Comb | Phone Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PhoneComb | Alt Payee Mailing Phone Comb | Phone Comb Field | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PhoneExt | Mailing Phone Extension | Phone Extension | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PhoneExt | Alt Payee Mailing Phone Extension | Phone Extension | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PhoneNumFormat | Mailing Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PhoneNumFormat | Alt Payee Mailing Phone Number Format | Phone number format for international vs domestic numbers | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PrimaryAddress | Mailing Primary Address | Primary Address | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PrimaryAddress | Alt Payee Mailing Primary Address | Primary Address | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PrimaryEmail | Mailing Primary Email | Primary Email | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PrimaryEmail | Alt Payee Mailing Primary Email | Primary Email | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PrimaryPhone | Mailing Primary Phone | Primary Phone | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.PrimaryPhone | Alt Payee Mailing Primary Phone | Primary Phone | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.StartDate | Mailing Start Date | Date started residency | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.StartDate | Alt Payee Mailing Start Date | Date started residency | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.State | Mailing Address State | Address State | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.State | Alt Payee Mailing Address State | Address State | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Suite | Mailing Suite | Address Suite | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Suite | Alt Payee Mailing Suite | Address Suite | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.URL | Mailing URL | Website address or URL | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.URL | Alt Payee Mailing URL | Website address or URL | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Zip | Mailing Address Zip | Address Zip | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.Zip | Alt Payee Mailing Address Zip | Address Zip | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| M.ZipComb | Mailing Address Zip Comb | Address Zip Comb Field | CLIENT | Home | 6/17/05 12:00 AM | NULL | String | NULL |
| M.ZipComb | Alt Payee Mailing Address Zip Comb | Address Zip Comb Field | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| MaidenName | Maiden Name | Maiden Name | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Trustman |
| MaintainSchwabAcctsNum | Maintain Schwab Accounts Number | Amount of accounts Schwab One accounts that Schwab will open and maintain | ACCT | Account | 8/18/23 6:55 AM | NULL | Numeric | 30 |
| MajorAge | Majority Age | Indicates if client is of majority age in resident state | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Boolean | Yes, No |
| MajorInterestEntityClient | Major Interest Entity Client | Checkbox for whether any beneficial owner of an account owns 25% or more of the entity client | CLIENT | Client Personal Info | 4/18/18 2:53 PM | NULL | String | YES |
| ManagedAcctBondStrat | Managed Account Bond Strategy | Managed Account Bond Strategy | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ManagedAcctMunicpalBondType | Managed Account Municpal Bond Type | Managed Account Municpal Bond Type | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ManagedAcctType | Managed Account Type | Managed Account Type | ACCT | Account | 8/14/23 2:17 PM | NULL | String | Sep Name |
| ManagedCorporateReorgCoupons | Managed Corporate Reorganizations Coupons | Managed Corporate Reorganizations Coupons | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ManagedCorporateReorgInfoCopies | Managed Corporate Reorganizations Informational Copies | Managed Corporate Reorganizations Informational Copies | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ManagedInterimMailings | Managed Interim Mailings | Managed Interim Mailings | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ManagedProxyVotingBallots | Managed Proxy Voting Ballots | Managed Proxy Voting Ballots | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ManagedProxyVotingInfoCopies | Managed Proxy Voting Informational Copies | Managed Proxy Voting Informational Copies | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ManagerAuth | Manager Authorization | I authorize Schwab on my Behalf to Add, Change, Terminate a Manager Authorization | ACCT | Account | 1/1/00 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ManagerAvoidIndustry | Manager Avoid Industry | I want the Manager for each of my Managed Accounts to avoid purchasing securities within the following industry category | ACCT | Account | 8/14/23 2:17 PM | NULL | String | 123ABC |
| ManagerAvoidIssuer | Manager Avoid Issuer | I want the Manager for each of my Managed Accounts to avoid purchasing securities of the following issuer(s). List issuer name(s) and ticker symbol(s) | ACCT | Account | 8/14/23 2:17 PM | NULL | String | 123ABC |
| ManagerFirmName | Manager Firm Name | Manager Firm Name | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| ManagerInvestmentStrategy | Manager Investment Strategy | Manager Investment Strategy | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| ManagerMasterAcctNum | Manager Master Acctount Number | Manager Master Acctount Number | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| ManagerOptions | Manager Options | Manager Options | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ManagerRestrictions | Manager Restrictions | I want the Manager for each of my Managed Accounts to impose the additional following investment restrictions and/or customizations | ACCT | Account | 8/14/23 2:17 PM | NULL | String | 123ABC |
| ManagerSecuritiesPreferenceState | Manager Securities Preference State | ManagerSecuritiesPreferenceState | ACCT | Account | 8/14/23 2:17 PM | NULL | String | CA |
| ManagerSecuritiesSpecificState | Manager Securities Specific State | ManagerSecuritiesSpecificState | ACCT | Account | 8/14/23 2:17 PM | NULL | String | CA |
| ManagerVersionNumDocs | Manager Version Number Documents | Version Number of Manager's Disclosure Documents | ACCT | Account | 8/14/23 2:17 PM | NULL | String | Document 3 |
| MarginAcctNum | Margin Account Number | Margin Account Number | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| MarketDiscountAccrual | Market Discount Accrual Method | Market Discount Accrual Method - Ratable, Alternative, Constant Yield, IRS Default | ACCT | Investment Profile | 11/1/16 11:49 AM | NULL | Boolean | Yes, No |
| MarketDiscountIncome | Include Market Discount as Income | Include Market Discount as Income (Alternative, IRS Default) | ACCT | Investment Profile | 11/1/16 11:49 AM | NULL | Boolean | Yes, No |
| Married | Marital Status | Marital Status | CLIENT | Client Personal Info | 6/19/05 12:00 AM | NULL | Boolean | 1 = Single, 2 = Married, 3 = Divorced, 4 = Separated, 5 = Widowed, 6 = Domestic Partner, 7 = Married Tax Single, 0 = Other |
| MarriedOther | Marital Status Other | Marital Status Other (for text fields) | CLIENT | Client Personal Info | 9/29/13 2:30 PM | NULL | String | Single |
| MaturityDate | Maturity Date | Maturity Date | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Date | 12/12/2004 |
| MEC | Modified Endowment Contract | Indicates if policy is a MEC and MEC forms should be used | RULE | Rule | 10/29/10 12:00 PM | NULL | Boolean | TRUE' |
| MetClient | Advisor Met With Client | Rep has personally met client | CLIENT | Advisor Suitability | 6/17/05 12:00 AM | NULL | String | Friend |
| MFAcctNum | Mutual Fund Account Number | Account Number of Mutual Fund | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | String | 12345ABCDE |
| MFDVD.AcctName | Mutual Fund Dividends and Interest Account Name | Name of account or fund to distribute funds to | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.Amt | Mutual Fund Dividends and Interest Amount | Payment amount | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.DistType | Mutual Fund Dividends and Interest Distribution Type | Periodic Distribution Type | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.EndPmtDate | Mutual Fund Dividends and Interest End Payment Date | Date of final payment or when periodic payments end | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.FirstPmtDate | Mutual Fund Dividends and Interest First Payment Date | Date of first payment | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.Freq | Mutual Fund Dividends and Interest Payment Frequency | Frequency to perform payments | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.Instr | Mutual Fund Dividends and Interest Payment Instructions | Instructions for payments | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.Method | Mutual Fund Dividends and Interest Payment Method | Method to distribute payment | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.MethodAcctNum | Mutual Fund Dividends and Interest Account Number | Account number to distribute payments to/from | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.MethodAddr | Mutual Fund Dividends and Interest Name and Address | Name and address to distribute payments | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Addr1 | Mutual Fund Dividends and Interest Address Address Line 1 | Address Line 1 | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Addr123 | Mutual Fund Dividends and Interest Address Address All Lines | Address All Lines | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Addr1234 | Mutual Fund Dividends and Interest Address Address All Lines w Suite | Address All Lines w Suite | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Addr2 | Mutual Fund Dividends and Interest Address Address Line 2 | Address Line 2 | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Addr3 | Mutual Fund Dividends and Interest Address Address Line 3 | Address Line 3 | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Addr4 | Mutual Fund Dividends and Interest Address Address Line 4 | Address Line 4 (not included in Addr123) | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.AddrType | Mutual Fund Dividends and Interest Address Address Type Indicator | Address Type Indicator | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.AddrUnitType | Mutual Fund Dividends and Interest Address Address Unit Type | Address Unit Type | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Attn | Mutual Fund Dividends and Interest Address Attention Line | Attention address line | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.City | Mutual Fund Dividends and Interest Address Address City | Address City | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.CityState | Mutual Fund Dividends and Interest Address City State | City State combined together | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.CityStateZip | Mutual Fund Dividends and Interest Address City State Zip | City State Zip combined together | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Country | Mutual Fund Dividends and Interest Address Country | Country | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.County | Mutual Fund Dividends and Interest Address County | County or Province | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Email | Mutual Fund Dividends and Interest Address Email Address | Email Address | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.EndDate | Mutual Fund Dividends and Interest Address End Date | Date ended residency | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Fax | Mutual Fund Dividends and Interest Address Fax | Fax | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.FaxComb | Mutual Fund Dividends and Interest Address Fax Comb | Fax Comb Field | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.ForeignRoute | Mutual Fund Dividends and Interest Address Foreign Routing | Foreign routing or postal code | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.FullAddr | Mutual Fund Dividends and Interest Address Full Address | All address lines combined together | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Mobile | Mutual Fund Dividends and Interest Address Mobile | Mobile | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Mobile0 | Mutual Fund Dividends and Interest Address Mobile Country Code | Mobile Country Code | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Mobile1 | Mutual Fund Dividends and Interest Address Mobile Area Code | Mobile Area Code | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Mobile2 | Mutual Fund Dividends and Interest Address Mobile Prefix | Mobile Prefix | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Mobile3 | Mutual Fund Dividends and Interest Address Mobile Line Code | Mobile Line Code | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.MobileComb | Mutual Fund Dividends and Interest Address Mobile Comb | Mobile Comb Field | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Other | Mutual Fund Dividends and Interest Address Other | Other phone | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Pager | Mutual Fund Dividends and Interest Address Pager | Pager | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Phone | Mutual Fund Dividends and Interest Address Phone | Phone | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Phone0 | Mutual Fund Dividends and Interest Address Phone Country Code | Phone Country Code | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Phone0Comb | Mutual Fund Dividends and Interest Address Phone Country Code Comb Field | Phone Country Code Comb Field | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Phone1 | Mutual Fund Dividends and Interest Address Phone Area Code | Phone Area Code | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Phone1Comb | Mutual Fund Dividends and Interest Address Phone Area Code Comb Field | Phone Area Code Comb Field | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Phone2 | Mutual Fund Dividends and Interest Address Phone Prefix | Phone Prefix | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Phone2Comb | Mutual Fund Dividends and Interest Address Phone Prefix Comb Field | Phone Prefix Comb Field | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Phone3 | Mutual Fund Dividends and Interest Address Phone Line Code | Phone Line Code | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Phone3Comb | Mutual Fund Dividends and Interest Address Phone Line Code Comb Field | Phone Line Code Comb Field | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.PhoneComb | Mutual Fund Dividends and Interest Address Phone Comb | Phone Comb Field | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.PhoneExt | Mutual Fund Dividends and Interest Address Phone Extension | Phone Extension | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.PhoneNumFormat | Mutual Fund Dividends and Interest Address Phone Number Format | Phone number format for international vs domestic numbers | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.PrimaryAddress | Mutual Fund Dividends and Interest Address Primary Address | Primary Address | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.PrimaryEmail | Mutual Fund Dividends and Interest Address Primary Email | Primary Email | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.PrimaryPhone | Mutual Fund Dividends and Interest Address Primary Phone | Primary Phone | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.StartDate | Mutual Fund Dividends and Interest Address Start Date | Date started residency | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.State | Mutual Fund Dividends and Interest Address Address State | Address State | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Suite | Mutual Fund Dividends and Interest Address Suite | Address Suite | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.URL | Mutual Fund Dividends and Interest Address URL | Website address or URL | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.Zip | Mutual Fund Dividends and Interest Address Address Zip | Address Zip | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.O.ZipComb | Mutual Fund Dividends and Interest Address Address Zip Comb | Address Zip Comb Field | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.PmtDestType | Mutual Fund Dividends and Interest Payment Destination Type | Destination type for the payment (e.g. address of record, alternate payee, alternate address) | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFDVD.RequestType | Mutual Fund Dividends and Interest Request Type | Periodic Distributions Request Type | ACCT | Investment Profile | 4/6/06 12:00 AM | NULL | String | NULL |
| MFName | Mutual Fund Name | Name of Mutual Fund | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | String | Test Fund |
| MFSharesNum | Mutual Fund Shares Number | Number of Mutual Fund Shares | PRODUCTITEM | Product | 5/14/23 2:17 PM | NULL | String | 12345ABCDE |
| MFTransferType | Mutual Fund Transfer Type | Mutual Fund Transfer Type (In Kind or Liquidate) | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| MinNonQualInvestment | Minimum Non-Qualified Investment | Minimum investment amount into a non-qualified investment | PRODUCTITEM | Product | 9/3/15 11:00 AM | NULL | Numeric | 2500 |
| MinQualInvestment | Minimum Qualified Investment | Minimum investment amount into a qualified investment | PRODUCTITEM | Product | 9/3/15 11:00 AM | NULL | Numeric | 10000 |
| MName | Middle Name | Middle Name | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | James |
| MName | Middle Name | Middle Name | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | J |
| MName | Middle Name | Middle name on the fund source | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | James |
| MoneyManagerName | Money Manager Name | Money Manager Name | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| MothersMaidenName | Mother's Maiden Name | Mother's Maiden Name | CLIENT | Client Personal Info | 8/6/14 4:02 PM | NULL | String | Smith |
| MuniBondOfficialStatement | Municipal Bond Offering Official Statements | Are you interested in hard copy delivery of Municipal Bond Official Statements for this account? | ACCT | Investment Profile | 11/1/16 11:49 AM | NULL | Boolean | Yes, No |
| NAICS | North American Industry Classification System | North American Industry Classification System Code | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Numeric | 45 |
| Name | Product Name | Name of product | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | String | Growth Fund |
| NavBarMessage | Nav Menu Message | Nav Menu Message | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | NULL |
| NavDisclaimerText | Quik! Nav Form Disclaimer Text | Disclaimer text on the Quik! Navigation Form | QUIKFORMINFO | Quik | 1/21/07 12:00 AM | NULL | String | This page must accompany all forms |
| NetWorth.AmtHigh | Net Worth High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| NetWorth.AmtLow | Net Worth Low Amount Value | Low-end amount | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| NetWorth.Desc | Net Worth Desc | Description of the asset or expense | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| NetWorth.Range | Net Worth Range of Values | Range of values | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| NetWorth.RangeOther | Net Worth Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| NetWorth.Timeframe | Net Worth Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| NetWorth.Type | Net Worth Type of Value | Type of value | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | NULL |
| NewAcct | New Account Flag | Identifies whether application is for new or existing account | ACCT | Account | 6/19/05 12:00 AM | NULL | Boolean | 1 = NEW, 2 = EXISTING |
| NewAcctName | New Account Name | New Account Name | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| NewClient | New or Existing Client | Indicates if the client is new or existing | CLIENT | Client Personal Info | 9/29/06 12:00 AM | NULL | Boolean | 1 = New, 2 = Existing |
| NewCustodianConfirmation | New Custodian Confirmation | New Custodian Confirmation | ACCT | Account | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| NewManagerAcctNum | New Manager Account Number | New Manager Account Number | ACCT | Account | 8/14/23 2:17 PM | NULL | String | 123ABC |
| NewPageEachAcct | New Page Each Account | New Page Each Account | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| NOEPrimaryPurpose | Non Operating Entity Primary Purpose | Non Operating Entity Primary Purpose | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| NonGOV.ArrivalCity | Non-Government ID Arrival City | Arrival City | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.ArrivalDate | Non-Government ID Arrival Date | Date of Arrival | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.ArrivalState | Non-Government ID Arrival State | Arrival State | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.DepartDate | Non-Government ID Depart Date | Date of Departure | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.ExactFName | Non-Government ID Exact First Name | Exact First Name on ID Document | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.ExactFullName | Non-Government ID Exact Fullname | Exact Fullname on ID Document | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.ExactLName | Non-Government ID Exact Last Name | Exact Last Name on ID Document | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.ExactMName | Non-Government ID Exact Middle Name | Exact Middle Name on ID Document | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.ID | Non-Government ID Document Number | Identification Document Number | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDCopied | Non-Government ID Photocopy Obtained | Flag to indicate if a copy of the identification document was obtained | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDCountry | Non-Government ID Issuing Country | Identification Document Country | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDExpire | Non-Government ID Expiration Date | Identification Document Expiration Date | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDIssueDate | Non-Government ID Issuance Date | Identification Document Issuance Date | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDIssuer | Non-Government ID ID Issuer | Entity issuing the ID or document (Issuing Post Name) | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDState | Non-Government ID Issuing State | Identification Document State | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDStatus | Non-Government ID ID Status | ID Status (including immigration or non-immigration status) | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDType | Non-Government ID Type | Identification Document Type | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDTypeOther | Non-Government ID ID Type Other | Used to identify the ID document type in a text box | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDVerified | Non-Government ID Verified | Identification Document Verified | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDVerifiedNotes | Non-Government ID Verification Notes | Identification Document Verified | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDVerifyContact | Non-Government ID ID Verification Contact Name | Name of contact who verified ID | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDVerifyDate | Non-Government ID Verification Date | Date ID was verified | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonGOV.IDVerifyMethod | Non-Government ID ID Verification Method | ID verification method | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| NonLiquidatedHoldings | Non Liquidated Holdings | List current holdings that should not be liquidated | ACCT | Account | 8/14/23 2:17 PM | NULL | String | Holdings |
| NoOrgRegNum | No Organization Registration Number | Check if the jurisdiction does not have an Organization registration number | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| Notes | Client Notes | Notes about client | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Free flow text |
| Notes | Application Remarks | Free-form text that allows further comments on a particular application. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Notes |
| NotifyType | Account Owner Notification Types | Type of notifications an owner wishes to receive on account | CLIENT | Account | 10/13/06 12:00 AM | NULL | Boolean | 1 = Statement |
| NotifyType | Type of notifications to receive on account | Type of notifications to receive on account | ACCT | Account | 6/19/05 12:00 AM | NULL | Boolean | 1 = Statement |
| NumTrustees | Number of Trustees | Number of Trustees on the Account | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | 3 |
| O.Addr1 | Office Address Line 1 | Address Line 1 | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr1 | Product Company Office Address Line 1 | Address Line 1 | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr1 | Financial Institution Company Office Address Line 1 | Address Line 1 | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr123 | Office Address All Lines | Address All Lines | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr123 | Product Company Office Address All Lines | Address All Lines | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr123 | Financial Institution Company Office Address All Lines | Address All Lines | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr1234 | Office Address All Lines w Suite | Address All Lines w Suite | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr1234 | Product Company Office Address All Lines w Suite | Address All Lines w Suite | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr1234 | Financial Institution Company Office Address All Lines w Suite | Address All Lines w Suite | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr2 | Office Address Line 2 | Address Line 2 | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr2 | Product Company Office Address Line 2 | Address Line 2 | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr2 | Financial Institution Company Office Address Line 2 | Address Line 2 | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr3 | Office Address Line 3 | Address Line 3 | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr3 | Product Company Office Address Line 3 | Address Line 3 | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr3 | Financial Institution Company Office Address Line 3 | Address Line 3 | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr4 | Office Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr4 | Product Company Office Address Line 4 | Address Line 4 (not included in Addr123) | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Addr4 | Financial Institution Company Office Address Line 4 | Address Line 4 (not included in Addr123) | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.AddrType | Office Address Type Indicator | Address Type Indicator | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.AddrType | Product Company Office Address Type Indicator | Address Type Indicator | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.AddrType | Financial Institution Company Office Address Type Indicator | Address Type Indicator | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.AddrUnitType | Office Address Unit Type | Address Unit Type | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.AddrUnitType | Product Company Office Address Unit Type | Address Unit Type | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.AddrUnitType | Financial Institution Company Office Address Unit Type | Address Unit Type | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Attn | Office Attention Line | Attention address line | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Attn | Product Company Office Attention Line | Attention address line | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Attn | Financial Institution Company Office Attention Line | Attention address line | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.City | Office Address City | Address City | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.City | Product Company Office Address City | Address City | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.City | Financial Institution Company Office Address City | Address City | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.CityState | Office City State | City State combined together | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.CityState | Product Company Office City State | City State combined together | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.CityState | Financial Institution Company Office City State | City State combined together | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.CityStateZip | Office City State Zip | City State Zip combined together | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.CityStateZip | Product Company Office City State Zip | City State Zip combined together | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.CityStateZip | Financial Institution Company Office City State Zip | City State Zip combined together | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Country | Office Country | Country | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Country | Product Company Office Country | Country | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Country | Financial Institution Company Office Country | Country | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.County | Office County | County or Province | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.County | Product Company Office County | County or Province | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.County | Financial Institution Company Office County | County or Province | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Email | Office Email Address | Email Address | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Email | Product Company Office Email Address | Email Address | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Email | Financial Institution Company Office Email Address | Email Address | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.EndDate | Office End Date | Date ended residency | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.EndDate | Product Company Office End Date | Date ended residency | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.EndDate | Financial Institution Company Office End Date | Date ended residency | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Fax | Office Fax | Fax | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Fax | Product Company Office Fax | Fax | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Fax | Financial Institution Company Office Fax | Fax | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.FaxComb | Office Fax Comb | Fax Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.FaxComb | Product Company Office Fax Comb | Fax Comb Field | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.FaxComb | Financial Institution Company Office Fax Comb | Fax Comb Field | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.ForeignRoute | Office Foreign Routing | Foreign routing or postal code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.ForeignRoute | Product Company Office Foreign Routing | Foreign routing or postal code | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.ForeignRoute | Financial Institution Company Office Foreign Routing | Foreign routing or postal code | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.FullAddr | Office Full Address | All address lines combined together | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.FullAddr | Product Company Office Full Address | All address lines combined together | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.FullAddr | Financial Institution Company Office Full Address | All address lines combined together | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile | Office Mobile | Mobile | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile | Product Company Office Mobile | Mobile | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile | Financial Institution Company Office Mobile | Mobile | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile0 | Office Mobile Country Code | Mobile Country Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile0 | Product Company Office Mobile Country Code | Mobile Country Code | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile0 | Financial Institution Company Office Mobile Country Code | Mobile Country Code | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile1 | Office Mobile Area Code | Mobile Area Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile1 | Product Company Office Mobile Area Code | Mobile Area Code | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile1 | Financial Institution Company Office Mobile Area Code | Mobile Area Code | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile2 | Office Mobile Prefix | Mobile Prefix | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile2 | Product Company Office Mobile Prefix | Mobile Prefix | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile2 | Financial Institution Company Office Mobile Prefix | Mobile Prefix | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile3 | Office Mobile Line Code | Mobile Line Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile3 | Product Company Office Mobile Line Code | Mobile Line Code | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Mobile3 | Financial Institution Company Office Mobile Line Code | Mobile Line Code | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.MobileComb | Office Mobile Comb | Mobile Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.MobileComb | Product Company Office Mobile Comb | Mobile Comb Field | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.MobileComb | Financial Institution Company Office Mobile Comb | Mobile Comb Field | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Other | Office Other | Other phone | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Other | Product Company Office Other | Other phone | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Other | Financial Institution Company Office Other | Other phone | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Pager | Office Pager | Pager | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Pager | Product Company Office Pager | Pager | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Pager | Financial Institution Company Office Pager | Pager | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone | Office Phone | Phone | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone | Product Company Office Phone | Phone | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone | Financial Institution Company Office Phone | Phone | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone0 | Office Phone Country Code | Phone Country Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone0 | Product Company Office Phone Country Code | Phone Country Code | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone0 | Financial Institution Company Office Phone Country Code | Phone Country Code | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone0Comb | Office Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone0Comb | Product Company Office Phone Country Code Comb Field | Phone Country Code Comb Field | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone0Comb | Financial Institution Company Office Phone Country Code Comb Field | Phone Country Code Comb Field | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone1 | Office Phone Area Code | Phone Area Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone1 | Product Company Office Phone Area Code | Phone Area Code | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone1 | Financial Institution Company Office Phone Area Code | Phone Area Code | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone1Comb | Office Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone1Comb | Product Company Office Phone Area Code Comb Field | Phone Area Code Comb Field | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone1Comb | Financial Institution Company Office Phone Area Code Comb Field | Phone Area Code Comb Field | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone2 | Office Phone Prefix | Phone Prefix | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone2 | Product Company Office Phone Prefix | Phone Prefix | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone2 | Financial Institution Company Office Phone Prefix | Phone Prefix | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone2Comb | Office Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone2Comb | Product Company Office Phone Prefix Comb Field | Phone Prefix Comb Field | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone2Comb | Financial Institution Company Office Phone Prefix Comb Field | Phone Prefix Comb Field | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone3 | Office Phone Line Code | Phone Line Code | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone3 | Product Company Office Phone Line Code | Phone Line Code | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone3 | Financial Institution Company Office Phone Line Code | Phone Line Code | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone3Comb | Office Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone3Comb | Product Company Office Phone Line Code Comb Field | Phone Line Code Comb Field | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Phone3Comb | Financial Institution Company Office Phone Line Code Comb Field | Phone Line Code Comb Field | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PhoneComb | Office Phone Comb | Phone Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PhoneComb | Product Company Office Phone Comb | Phone Comb Field | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PhoneComb | Financial Institution Company Office Phone Comb | Phone Comb Field | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PhoneExt | Office Phone Extension | Phone Extension | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PhoneExt | Product Company Office Phone Extension | Phone Extension | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PhoneExt | Financial Institution Company Office Phone Extension | Phone Extension | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PhoneNumFormat | Office Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PhoneNumFormat | Product Company Office Phone Number Format | Phone number format for international vs domestic numbers | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PhoneNumFormat | Financial Institution Company Office Phone Number Format | Phone number format for international vs domestic numbers | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PrimaryAddress | Office Primary Address | Primary Address | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PrimaryAddress | Product Company Office Primary Address | Primary Address | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PrimaryAddress | Financial Institution Company Office Primary Address | Primary Address | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PrimaryEmail | Office Primary Email | Primary Email | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PrimaryEmail | Product Company Office Primary Email | Primary Email | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PrimaryEmail | Financial Institution Company Office Primary Email | Primary Email | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PrimaryPhone | Office Primary Phone | Primary Phone | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PrimaryPhone | Product Company Office Primary Phone | Primary Phone | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.PrimaryPhone | Financial Institution Company Office Primary Phone | Primary Phone | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.StartDate | Office Start Date | Date started residency | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.StartDate | Product Company Office Start Date | Date started residency | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.StartDate | Financial Institution Company Office Start Date | Date started residency | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.State | Office Address State | Address State | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.State | Product Company Office Address State | Address State | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.State | Financial Institution Company Office Address State | Address State | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Suite | Office Suite | Address Suite | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Suite | Product Company Office Suite | Address Suite | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Suite | Financial Institution Company Office Suite | Address Suite | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.URL | Office URL | Website address or URL | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.URL | Product Company Office URL | Website address or URL | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.URL | Financial Institution Company Office URL | Website address or URL | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Zip | Office Address Zip | Address Zip | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Zip | Product Company Office Address Zip | Address Zip | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.Zip | Financial Institution Company Office Address Zip | Address Zip | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| O.ZipComb | Office Address Zip Comb | Address Zip Comb Field | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | NULL |
| O.ZipComb | Product Company Office Address Zip Comb | Address Zip Comb Field | COMPANY | ProdCo | 6/17/05 12:00 AM | NULL | String | NULL |
| O.ZipComb | Financial Institution Company Office Address Zip Comb | Address Zip Comb Field | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | NULL |
| ObjectionRelease | Objection Release | Objection Release | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| Occupation | Occupation | Occupation is the client's profession | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | Financial Advisor |
| OccupationType | Occupation Type | Occupation Type | CLIENT | Employer/Education | 3/20/20 12:01 PM | NULL | Boolean | 1 = Business Owner/Self-Employed |
| OEServicesProvidedLine1 | Operating Entity Services Provided Line 1 | Operating Entity Services Provided Line 1 | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| OEServicesProvidedLine2 | Operating Entity Services Provided Line 2 | Operating Entity Services Provided Line 2 | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| OMonths | Months Employed | Months employed by employer | CLIENT | Employer/Education | 10/24/05 12:00 AM | NULL | Numeric | 6 |
| OptionalDescriptiveName | Optional Descriptive Name | Optional Descriptive Name | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Name |
| OrgPrimaryBus | Organization Primary Business | Organization's Primary Business | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| OrgRegNum | Organization Registration Number | Organization Registration Number | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Description |
| OrgSharesType | Organization Shares Type | Shares in the Organization Are | ACCT | Account | 8/18/23 6:55 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| OrgType | Organization Type | Organization Type | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| OSJFName | OSJ First Name | OSJ First Name | REP | OSJ | 6/17/05 12:00 AM | NULL | String | Tom |
| OSJFullName | OSJ Full Name | OSJ Full Name | REP | OSJ | 6/17/05 12:00 AM | NULL | String | Tom J Trustman |
| OSJLName | OSJ Last Name | OSJ Last Name | REP | OSJ | 6/17/05 12:00 AM | NULL | String | Trustman |
| OSJMName | OSJ Middle Name | OSJ Middle Name | REP | OSJ | 6/17/05 12:00 AM | NULL | String | J |
| OSJNum | OSJ Number or License Number | OSJ Number or License Number | REP | Rep Profile | 10/24/05 12:00 AM | NULL | String | A022 |
| OSJPrefix | OSJ Prefix Name | OSJ Prefix Name | REP | OSJ | 6/17/05 12:00 AM | NULL | String | Mr. |
| OSJSign | OSJ Signature Field | OSJ signature field for the account | REP | OSJ | 6/17/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Addr1 | OSJ Signature Address Address Line 1 | Address Line 1 | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Addr123 | OSJ Signature Address Address All Lines | Address All Lines | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Addr1234 | OSJ Signature Address Address All Lines w Suite | Address All Lines w Suite | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Addr2 | OSJ Signature Address Address Line 2 | Address Line 2 | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Addr3 | OSJ Signature Address Address Line 3 | Address Line 3 | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Addr4 | OSJ Signature Address Address Line 4 | Address Line 4 (not included in Addr123) | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.AddrType | OSJ Signature Address Address Type Indicator | Address Type Indicator | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.AddrUnitType | OSJ Signature Address Address Unit Type | Address Unit Type | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Attn | OSJ Signature Address Attention Line | Attention address line | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.City | OSJ Signature Address Address City | Address City | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.CityState | OSJ Signature Address City State | City State combined together | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.CityStateZip | OSJ Signature Address City State Zip | City State Zip combined together | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Country | OSJ Signature Address Country | Country | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.County | OSJ Signature Address County | County or Province | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Email | OSJ Signature Address Email Address | Email Address | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.EndDate | OSJ Signature Address End Date | Date ended residency | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Fax | OSJ Signature Address Fax | Fax | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.FaxComb | OSJ Signature Address Fax Comb | Fax Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.ForeignRoute | OSJ Signature Address Foreign Routing | Foreign routing or postal code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.FullAddr | OSJ Signature Address Full Address | All address lines combined together | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Mobile | OSJ Signature Address Mobile | Mobile | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Mobile0 | OSJ Signature Address Mobile Country Code | Mobile Country Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Mobile1 | OSJ Signature Address Mobile Area Code | Mobile Area Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Mobile2 | OSJ Signature Address Mobile Prefix | Mobile Prefix | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Mobile3 | OSJ Signature Address Mobile Line Code | Mobile Line Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.MobileComb | OSJ Signature Address Mobile Comb | Mobile Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Other | OSJ Signature Address Other | Other phone | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Pager | OSJ Signature Address Pager | Pager | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Phone | OSJ Signature Address Phone | Phone | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Phone0 | OSJ Signature Address Phone Country Code | Phone Country Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Phone0Comb | OSJ Signature Address Phone Country Code Comb Field | Phone Country Code Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Phone1 | OSJ Signature Address Phone Area Code | Phone Area Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Phone1Comb | OSJ Signature Address Phone Area Code Comb Field | Phone Area Code Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Phone2 | OSJ Signature Address Phone Prefix | Phone Prefix | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Phone2Comb | OSJ Signature Address Phone Prefix Comb Field | Phone Prefix Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Phone3 | OSJ Signature Address Phone Line Code | Phone Line Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Phone3Comb | OSJ Signature Address Phone Line Code Comb Field | Phone Line Code Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.PhoneComb | OSJ Signature Address Phone Comb | Phone Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.PhoneExt | OSJ Signature Address Phone Extension | Phone Extension | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.PhoneNumFormat | OSJ Signature Address Phone Number Format | Phone number format for international vs domestic numbers | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.PrimaryAddress | OSJ Signature Address Primary Address | Primary Address | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.PrimaryEmail | OSJ Signature Address Primary Email | Primary Email | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.PrimaryPhone | OSJ Signature Address Primary Phone | Primary Phone | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.StartDate | OSJ Signature Address Start Date | Date started residency | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.State | OSJ Signature Address Address State | Address State | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Suite | OSJ Signature Address Suite | Address Suite | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.URL | OSJ Signature Address URL | Website address or URL | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.Zip | OSJ Signature Address Address Zip | Address Zip | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignAddr.ZipComb | OSJ Signature Address Address Zip Comb | Address Zip Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| OSJSignDate | OSJ Signature Date | OSJ Signature Date | REP | Principal | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| OSJSuffix | OSJ Suffix Name | OSJ Suffix Name | REP | OSJ | 6/17/05 12:00 AM | NULL | String | Jr. |
| OtherBrokAccts | Other Brokerage Accounts Maintained | Client is maintaining other brokerage accounts | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Boolean | Yes, No |
| OtherBrokName | Name of Firm Where Other Brokerage Accounts Held | Name of firm where other brokerage accounts are held | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | NFS |
| OtherCitizenship | Other Citizenship Country | Other Citizenship Country | CLIENT | Client Personal Info | 3/19/15 12:00 AM | NULL | String | France |
| OtherCitizenshipType | Other Citizenship Type | Other Citizenship Type | CLIENT | Client Personal Info | 3/19/15 12:00 AM | NULL | String | 1 = US Citizen, 2 = Resident Alien, 3 = Non-Resident Alien, 0 = Other |
| OwnerRelationship | Owner Relationship | Relationship of the account owners | ACCT | Account | 10/13/06 12:00 AM | NULL | Boolean | 0=Other, 1=Independent, 2=Married |
| OYears | Years Employed | Years employed by employer | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | Numeric | 12 |
| P.Addr1 | Personal Address Line 1 | Address Line 1 | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Addr123 | Personal Address All Lines | Address All Lines | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Addr1234 | Personal Address All Lines w Suite | Address All Lines w Suite | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Addr2 | Personal Address Line 2 | Address Line 2 | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Addr3 | Personal Address Line 3 | Address Line 3 | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Addr4 | Personal Address Line 4 | Address Line 4 (not included in Addr123) | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.AddrType | Personal Address Type Indicator | Address Type Indicator | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.AddrUnitType | Personal Address Unit Type | Address Unit Type | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Attn | Personal Attention Line | Attention address line | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.City | Personal Address City | Address City | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.CityState | Personal City State | City State combined together | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.CityStateZip | Personal City State Zip | City State Zip combined together | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Country | Personal Country | Country | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.County | Personal County | County or Province | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Email | Personal Email Address | Email Address | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.EndDate | Personal End Date | Date ended residency | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Fax | Personal Fax | Fax | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.FaxComb | Personal Fax Comb | Fax Comb Field | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.ForeignRoute | Personal Foreign Routing | Foreign routing or postal code | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.FullAddr | Personal Full Address | All address lines combined together | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Mobile | Personal Mobile | Mobile | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Mobile0 | Personal Mobile Country Code | Mobile Country Code | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Mobile1 | Personal Mobile Area Code | Mobile Area Code | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Mobile2 | Personal Mobile Prefix | Mobile Prefix | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Mobile3 | Personal Mobile Line Code | Mobile Line Code | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.MobileComb | Personal Mobile Comb | Mobile Comb Field | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Other | Personal Other | Other phone | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Pager | Personal Pager | Pager | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Phone | Personal Phone | Phone | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Phone0 | Personal Phone Country Code | Phone Country Code | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Phone0Comb | Personal Phone Country Code Comb Field | Phone Country Code Comb Field | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Phone1 | Personal Phone Area Code | Phone Area Code | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Phone1Comb | Personal Phone Area Code Comb Field | Phone Area Code Comb Field | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Phone2 | Personal Phone Prefix | Phone Prefix | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Phone2Comb | Personal Phone Prefix Comb Field | Phone Prefix Comb Field | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Phone3 | Personal Phone Line Code | Phone Line Code | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Phone3Comb | Personal Phone Line Code Comb Field | Phone Line Code Comb Field | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.PhoneComb | Personal Phone Comb | Phone Comb Field | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.PhoneExt | Personal Phone Extension | Phone Extension | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.PhoneNumFormat | Personal Phone Number Format | Phone number format for international vs domestic numbers | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.PrimaryAddress | Personal Primary Address | Primary Address | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.PrimaryEmail | Personal Primary Email | Primary Email | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.PrimaryPhone | Personal Primary Phone | Primary Phone | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.StartDate | Personal Start Date | Date started residency | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.State | Personal Address State | Address State | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Suite | Personal Suite | Address Suite | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.URL | Personal URL | Website address or URL | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.Zip | Personal Address Zip | Address Zip | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| P.ZipComb | Personal Address Zip Comb | Address Zip Comb Field | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| Paperless | Paperless | Enroll in paperless documents | ACCT | Account | 5/25/22 2:54 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| PartialIRADistCash | Partial IRA Distribution Cash | Partial One Time IRA Distribution Cash Payment | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 0=False; 1=True |
| PartialIRADistCashAmt | Partial IRA Distribution Cash Amount | Partial One Time IRA Distribution Cash Payment Amount | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 89000 |
| PartialIRADistSecurities | Partial IRA Distribution Securities | Partial One Time IRA Distribution Distribute Securities | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 0=False; 1=True |
| PartialIRADistType | Partial IRA Distribution Type | Partial IRA Distribution Type | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Gross |
| PartialTransferType | Partial Transfer Type | Partial Transfer Type | ACCT | Account | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| Password | Quik! Customer's Password | Quik! Customer's Password | QUIKFORMINFO | Quik | 7/12/06 12:00 AM | NULL | String | A12345 |
| PayAIRPerc | Payout Assumed Investment Return Percent | Specifies the AIR percentage/rate to use when calculating payouts (applicable for Variable Payout Type only). | ACCT | Payout | 6/17/05 12:00 AM | NULL | Numeric | 0.05 |
| PayAlternate | Payout to Alternate Payee | Specifies an alternate payee | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | John Smith |
| PayCertainPeriod | Payout Certain Period | (applicable for Certain Payout Options) specifies the number of Certain Payments (e.g. if Quarterly for 5 years, fill with 00020 to specify 5 years certain or 20 quarters). | ACCT | Payout | 6/17/05 12:00 AM | NULL | Numeric | 100 |
| PayFixedPerc | Payout Fixed Percent Amount | Specifies what portion of the payout amount is fixed. If this field is 0% then it is assumed that all of the payout is variable. If this field is 100%, it is assumed the whole payout is fixed. | ACCT | Payout | 6/17/05 12:00 AM | NULL | Numeric | 0.5 |
| PayIncreasePerc | Payout Increase Percent | Specifies the increase in payout percentage each year (applicable for Fixed Payout Type only). | ACCT | Payout | 6/17/05 12:00 AM | NULL | Numeric | 0.05 |
| PayJointSurvivorPerc | Payout Joint Survivor Reduction Percentage | Specifies the percent applied to the payout if the Joint Annuitant survives / Primary Annuitant dies. Effective when status of OD, the Date of Death is present, and any Certain Period has expired. (applicable for Joint Lives Type only) | ACCT | Payout | 6/17/05 12:00 AM | NULL | Numeric | 0.33 |
| PayJointSurvivorType | Payout Joint Survivor Reduction Type | Specifies the factor applied to the payout if the Joint Annuitant survives / Primary Annuitant dies. Effective when status of OD, the Date of Death is present, and any Certain Period has expired. (applicable for Joint Lives Type only) | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | H |
| PayLevelType | Payout Levelization Indicator | Specifies whether the payouts are to be levelized (applicable for Variable Payout Type only). | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | Y/N/U |
| PayLivesType | Payout Lives Type | (applicable for Life contingent Payout Options) specifies whether the payout is based upon one(single) or two(joint) lives. | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| PayOption | Payout Option | Basic Payout Calculation Option, further defined by the fields below. | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | NULL |
| PayPrimarySurvivorPerc | Payout Primary Survivor Reduction Percentage | Specifies the percent applied to the payout if the Primary Annuitant survives / Joint Annuitant dies. Effective when a contract status of OD, the Joint Death is present, and any Certain Period has expired. (applicable for Joint Lives Type only) | ACCT | Payout | 6/17/05 12:00 AM | NULL | Numeric | 0.33 |
| PayPrimarySurvivorType | Payout Primary Survivor Reduction Type | Specifies the factor applied to the payout if the Primary Annuitant survives / Joint Annuitant dies. Effective when a contract status of OD, the Joint Death is present, and any Certain Period has expired. (applicable for Joint Lives Type only) | ACCT | Payout | 6/17/05 12:00 AM | NULL | String | H |
| PayrollDeductionAmt | Payroll Deduction Amount | Amount of Payroll Deduction each pay period | ACCT | Account | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| PBD.Addr1 | Prior, past or old Broker Dealer Address Line 1 | Address Line 1 | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Addr123 | Prior, past or old Broker Dealer Address All Lines | Address All Lines | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Addr1234 | Prior, past or old Broker Dealer Address All Lines w Suite | Address All Lines w Suite | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Addr2 | Prior, past or old Broker Dealer Address Line 2 | Address Line 2 | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Addr3 | Prior, past or old Broker Dealer Address Line 3 | Address Line 3 | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Addr4 | Prior, past or old Broker Dealer Address Line 4 | Address Line 4 (not included in Addr123) | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.AddrType | Prior, past or old Broker Dealer Address Type Indicator | Address Type Indicator | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.AddrUnitType | Prior, past or old Broker Dealer Address Unit Type | Address Unit Type | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Attn | Prior, past or old Broker Dealer Attention Line | Attention address line | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.City | Prior, past or old Broker Dealer Address City | Address City | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.CityState | Prior, past or old Broker Dealer City State | City State combined together | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.CityStateZip | Prior, past or old Broker Dealer City State Zip | City State Zip combined together | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Country | Prior, past or old Broker Dealer Country | Country | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.County | Prior, past or old Broker Dealer County | County or Province | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Email | Prior, past or old Broker Dealer Email Address | Email Address | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.EndDate | Prior, past or old Broker Dealer End Date | Date ended residency | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Fax | Prior, past or old Broker Dealer Fax | Fax | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.FaxComb | Prior, past or old Broker Dealer Fax Comb | Fax Comb Field | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.ForeignRoute | Prior, past or old Broker Dealer Foreign Routing | Foreign routing or postal code | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.FullAddr | Prior, past or old Broker Dealer Full Address | All address lines combined together | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Mobile | Prior, past or old Broker Dealer Mobile | Mobile | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Mobile0 | Prior, past or old Broker Dealer Mobile Country Code | Mobile Country Code | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Mobile1 | Prior, past or old Broker Dealer Mobile Area Code | Mobile Area Code | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Mobile2 | Prior, past or old Broker Dealer Mobile Prefix | Mobile Prefix | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Mobile3 | Prior, past or old Broker Dealer Mobile Line Code | Mobile Line Code | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.MobileComb | Prior, past or old Broker Dealer Mobile Comb | Mobile Comb Field | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Other | Prior, past or old Broker Dealer Other | Other phone | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Pager | Prior, past or old Broker Dealer Pager | Pager | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Phone | Prior, past or old Broker Dealer Phone | Phone | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Phone0 | Prior, past or old Broker Dealer Phone Country Code | Phone Country Code | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Phone0Comb | Prior, past or old Broker Dealer Phone Country Code Comb Field | Phone Country Code Comb Field | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Phone1 | Prior, past or old Broker Dealer Phone Area Code | Phone Area Code | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Phone1Comb | Prior, past or old Broker Dealer Phone Area Code Comb Field | Phone Area Code Comb Field | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Phone2 | Prior, past or old Broker Dealer Phone Prefix | Phone Prefix | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Phone2Comb | Prior, past or old Broker Dealer Phone Prefix Comb Field | Phone Prefix Comb Field | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Phone3 | Prior, past or old Broker Dealer Phone Line Code | Phone Line Code | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Phone3Comb | Prior, past or old Broker Dealer Phone Line Code Comb Field | Phone Line Code Comb Field | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.PhoneComb | Prior, past or old Broker Dealer Phone Comb | Phone Comb Field | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.PhoneExt | Prior, past or old Broker Dealer Phone Extension | Phone Extension | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.PhoneNumFormat | Prior, past or old Broker Dealer Phone Number Format | Phone number format for international vs domestic numbers | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.PrimaryAddress | Prior, past or old Broker Dealer Primary Address | Primary Address | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.PrimaryEmail | Prior, past or old Broker Dealer Primary Email | Primary Email | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.PrimaryPhone | Prior, past or old Broker Dealer Primary Phone | Primary Phone | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.StartDate | Prior, past or old Broker Dealer Start Date | Date started residency | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.State | Prior, past or old Broker Dealer Address State | Address State | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Suite | Prior, past or old Broker Dealer Suite | Address Suite | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.URL | Prior, past or old Broker Dealer URL | Website address or URL | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.Zip | Prior, past or old Broker Dealer Address Zip | Address Zip | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBD.ZipComb | Prior, past or old Broker Dealer Address Zip Comb | Address Zip Comb Field | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | NULL |
| PBDCompany | Prior Broker Dealer Company Name | Prior Broker Dealer Company Name | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | Trustman Financial Services |
| PBDNum | Prior Broker Dealer Number | Prior Broker Dealer Number | REP | Branch/Broker-Dealer | 5/7/06 12:00 AM | NULL | String | 12345 |
| PCompany | Personal Company Name | Personal Company Name | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | Trustman Financial Services |
| PCompanyNum | Personal Company Number | Personal Company Number | REP | Rep Profile | 3/8/07 12:00 AM | NULL | String | ABC123 |
| PER.AcctName | Periodic Payments Account Name | Name of account or fund to distribute funds to | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.Amt | Periodic Payments Amount | Payment amount | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.DistType | Periodic Payments Distribution Type | Periodic Distribution Type | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.EndPmtDate | Periodic Payments End Payment Date | Date of final payment or when periodic payments end | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.FirstPmtDate | Periodic Payments First Payment Date | Date of first payment | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.Freq | Periodic Payments Payment Frequency | Frequency to perform payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.Instr | Periodic Payments Payment Instructions | Instructions for payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.Method | Periodic Payments Payment Method | Method to distribute payment | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.MethodAcctNum | Periodic Payments Account Number | Account number to distribute payments to/from | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.MethodAddr | Periodic Payments Name and Address | Name and address to distribute payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.O.Addr1 | Periodic Payments Address Address Line 1 | Address Line 1 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Addr123 | Periodic Payments Address Address All Lines | Address All Lines | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Addr1234 | Periodic Payments Address Address All Lines w Suite | Address All Lines w Suite | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Addr2 | Periodic Payments Address Address Line 2 | Address Line 2 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Addr3 | Periodic Payments Address Address Line 3 | Address Line 3 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Addr4 | Periodic Payments Address Address Line 4 | Address Line 4 (not included in Addr123) | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.AddrType | Periodic Payments Address Address Type Indicator | Address Type Indicator | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.AddrUnitType | Periodic Payments Address Address Unit Type | Address Unit Type | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Attn | Periodic Payments Address Attention Line | Attention address line | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.City | Periodic Payments Address Address City | Address City | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.CityState | Periodic Payments Address City State | City State combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.CityStateZip | Periodic Payments Address City State Zip | City State Zip combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Country | Periodic Payments Address Country | Country | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.County | Periodic Payments Address County | County or Province | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Email | Periodic Payments Address Email Address | Email Address | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.EndDate | Periodic Payments Address End Date | Date ended residency | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Fax | Periodic Payments Address Fax | Fax | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.FaxComb | Periodic Payments Address Fax Comb | Fax Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.ForeignRoute | Periodic Payments Address Foreign Routing | Foreign routing or postal code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.FullAddr | Periodic Payments Address Full Address | All address lines combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Mobile | Periodic Payments Address Mobile | Mobile | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Mobile0 | Periodic Payments Address Mobile Country Code | Mobile Country Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Mobile1 | Periodic Payments Address Mobile Area Code | Mobile Area Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Mobile2 | Periodic Payments Address Mobile Prefix | Mobile Prefix | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Mobile3 | Periodic Payments Address Mobile Line Code | Mobile Line Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.MobileComb | Periodic Payments Address Mobile Comb | Mobile Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Other | Periodic Payments Address Other | Other phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Pager | Periodic Payments Address Pager | Pager | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Phone | Periodic Payments Address Phone | Phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Phone0 | Periodic Payments Address Phone Country Code | Phone Country Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Phone0Comb | Periodic Payments Address Phone Country Code Comb Field | Phone Country Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Phone1 | Periodic Payments Address Phone Area Code | Phone Area Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Phone1Comb | Periodic Payments Address Phone Area Code Comb Field | Phone Area Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Phone2 | Periodic Payments Address Phone Prefix | Phone Prefix | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Phone2Comb | Periodic Payments Address Phone Prefix Comb Field | Phone Prefix Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Phone3 | Periodic Payments Address Phone Line Code | Phone Line Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Phone3Comb | Periodic Payments Address Phone Line Code Comb Field | Phone Line Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.PhoneComb | Periodic Payments Address Phone Comb | Phone Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.PhoneExt | Periodic Payments Address Phone Extension | Phone Extension | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.PhoneNumFormat | Periodic Payments Address Phone Number Format | Phone number format for international vs domestic numbers | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.PrimaryAddress | Periodic Payments Address Primary Address | Primary Address | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.PrimaryEmail | Periodic Payments Address Primary Email | Primary Email | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.PrimaryPhone | Periodic Payments Address Primary Phone | Primary Phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.StartDate | Periodic Payments Address Start Date | Date started residency | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.State | Periodic Payments Address Address State | Address State | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Suite | Periodic Payments Address Suite | Address Suite | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.URL | Periodic Payments Address URL | Website address or URL | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.Zip | Periodic Payments Address Address Zip | Address Zip | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.O.ZipComb | Periodic Payments Address Address Zip Comb | Address Zip Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PER.PmtDestType | Periodic Payments Payment Destination Type | Destination type for the payment (e.g. address of record, alternate payee, alternate address) | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PER.RequestType | Periodic Payments Request Type | Periodic Distributions Request Type | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PercentOwner | Percent Ownership | Percent equity ownership in the business | CLIENT | Client Personal Info | 5/8/15 3:12 PM | NULL | Numeric | 50 |
| PH.Addr1 | Prior Home or Legal Address Line 1 | Address Line 1 | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Addr123 | Prior Home or Legal Address All Lines | Address All Lines | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Addr1234 | Prior Home or Legal Address All Lines w Suite | Address All Lines w Suite | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Addr2 | Prior Home or Legal Address Line 2 | Address Line 2 | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Addr3 | Prior Home or Legal Address Line 3 | Address Line 3 | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Addr4 | Prior Home or Legal Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.AddrType | Prior Home or Legal Address Type Indicator | Address Type Indicator | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.AddrUnitType | Prior Home or Legal Address Unit Type | Address Unit Type | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Attn | Prior Home or Legal Attention Line | Attention address line | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.City | Prior Home or Legal Address City | Address City | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.CityState | Prior Home or Legal City State | City State combined together | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.CityStateZip | Prior Home or Legal City State Zip | City State Zip combined together | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Country | Prior Home or Legal Country | Country | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.County | Prior Home or Legal County | County or Province | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Email | Prior Home or Legal Email Address | Email Address | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.EndDate | Prior Home or Legal End Date | Date ended residency | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Fax | Prior Home or Legal Fax | Fax | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.FaxComb | Prior Home or Legal Fax Comb | Fax Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.ForeignRoute | Prior Home or Legal Foreign Routing | Foreign routing or postal code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.FullAddr | Prior Home or Legal Full Address | All address lines combined together | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Mobile | Prior Home or Legal Mobile | Mobile | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Mobile0 | Prior Home or Legal Mobile Country Code | Mobile Country Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Mobile1 | Prior Home or Legal Mobile Area Code | Mobile Area Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Mobile2 | Prior Home or Legal Mobile Prefix | Mobile Prefix | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Mobile3 | Prior Home or Legal Mobile Line Code | Mobile Line Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.MobileComb | Prior Home or Legal Mobile Comb | Mobile Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Other | Prior Home or Legal Other | Other phone | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Pager | Prior Home or Legal Pager | Pager | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Phone | Prior Home or Legal Phone | Phone | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Phone0 | Prior Home or Legal Phone Country Code | Phone Country Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Phone0Comb | Prior Home or Legal Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Phone1 | Prior Home or Legal Phone Area Code | Phone Area Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Phone1Comb | Prior Home or Legal Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Phone2 | Prior Home or Legal Phone Prefix | Phone Prefix | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Phone2Comb | Prior Home or Legal Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Phone3 | Prior Home or Legal Phone Line Code | Phone Line Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Phone3Comb | Prior Home or Legal Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.PhoneComb | Prior Home or Legal Phone Comb | Phone Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.PhoneExt | Prior Home or Legal Phone Extension | Phone Extension | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.PhoneNumFormat | Prior Home or Legal Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.PrimaryAddress | Prior Home or Legal Primary Address | Primary Address | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.PrimaryEmail | Prior Home or Legal Primary Email | Primary Email | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.PrimaryPhone | Prior Home or Legal Primary Phone | Primary Phone | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.StartDate | Prior Home or Legal Start Date | Date started residency | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.State | Prior Home or Legal Address State | Address State | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Suite | Prior Home or Legal Suite | Address Suite | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.URL | Prior Home or Legal URL | Website address or URL | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.Zip | Prior Home or Legal Address Zip | Address Zip | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PH.ZipComb | Prior Home or Legal Address Zip Comb | Address Zip Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PhilanthropyFundPerc | Philanthropy Fund Percentage | Philanthropy Fund Percentage | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| PictureID | Client Identity Picture | Client has provided proof of identity with a photo ID | CLIENT | Advisor Suitability | 4/28/16 12:00 AM | NULL | Boolean | Yes, No |
| PIN | Personal Identifier Number | The identification number of this entity. SSN, TIN, SIN, PIN | ACCT | Account | 6/17/05 12:00 AM | NULL | String | ABC123 |
| PlanBene | Plan Beneficiaries | Plan Beneficiaries | ACCT | Account | 6/14/13 5:00 PM | NULL | String | Timothy Trustman |
| PlanDate | Plan Date | Date plan was started | ACCT | Account | 4/8/16 6:12 PM | NULL | Date | 4/3/2008 |
| PlanDateType | Plan Date Type | Plan Date Type | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| PlanDocIRA | PlanDocumentIRA | Indicates the type of plan document for an IRA. | ACCT | Account | 7/22/07 12:00 AM | NULL | Boolean | 1 |
| PlanEligType | Plan Eligibility Type | Eligibility type for plans including retirement, benefits, or employer plans. (Full vs Limited vs Vesting) | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Full Eligibility |
| PlanIdentificationNumber | Plan Identification Number | Plan Identification Number | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| PlanName | Plan name (profit sharing, pensions, etc) | Plan name (profit sharing, pensions, etc) | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Profit Sharing |
| PlanNum | Plan Number | Number assigned to the plan by plan provider | ACCT | Account | 4/8/16 6:12 PM | NULL | Boolean | 123412312 |
| PlanSequenceNum | Plan Sequence Number | Plan Sequence Number | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| PlanTaxID | Plan TaxID | TaxID for plans | CLIENT | Account | 5/23/16 10:06 AM | ##-####### | String | 12-3232323 |
| PlanTaxID | Plan TaxID | TaxID for plans | ACCT | Account | 5/19/20 9:31 AM | ##-####### | String | 12-3232323 |
| PlanToWDMajorNeeds | Plan To Withdraw Major Needs | Indicate when you plan to start withdrawing money from your investments for major needs: | CLIENT | Investment Profile | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| PlanTrustee | Plan Trustees | Plan Trustees | ACCT | Account | 6/14/13 5:00 PM | NULL | String | Sarah Trustman |
| PM.Addr1 | Prior Mailing Address Line 1 | Address Line 1 | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Addr123 | Prior Mailing Address All Lines | Address All Lines | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Addr1234 | Prior Mailing Address All Lines w Suite | Address All Lines w Suite | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Addr2 | Prior Mailing Address Line 2 | Address Line 2 | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Addr3 | Prior Mailing Address Line 3 | Address Line 3 | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Addr4 | Prior Mailing Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.AddrType | Prior Mailing Address Type Indicator | Address Type Indicator | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.AddrUnitType | Prior Mailing Address Unit Type | Address Unit Type | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Attn | Prior Mailing Attention Line | Attention address line | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.City | Prior Mailing Address City | Address City | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.CityState | Prior Mailing City State | City State combined together | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.CityStateZip | Prior Mailing City State Zip | City State Zip combined together | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Country | Prior Mailing Country | Country | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.County | Prior Mailing County | County or Province | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Email | Prior Mailing Email Address | Email Address | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.EndDate | Prior Mailing End Date | Date ended residency | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Fax | Prior Mailing Fax | Fax | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.FaxComb | Prior Mailing Fax Comb | Fax Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.ForeignRoute | Prior Mailing Foreign Routing | Foreign routing or postal code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.FullAddr | Prior Mailing Full Address | All address lines combined together | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Mobile | Prior Mailing Mobile | Mobile | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Mobile0 | Prior Mailing Mobile Country Code | Mobile Country Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Mobile1 | Prior Mailing Mobile Area Code | Mobile Area Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Mobile2 | Prior Mailing Mobile Prefix | Mobile Prefix | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Mobile3 | Prior Mailing Mobile Line Code | Mobile Line Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.MobileComb | Prior Mailing Mobile Comb | Mobile Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Other | Prior Mailing Other | Other phone | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Pager | Prior Mailing Pager | Pager | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Phone | Prior Mailing Phone | Phone | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Phone0 | Prior Mailing Phone Country Code | Phone Country Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Phone0Comb | Prior Mailing Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Phone1 | Prior Mailing Phone Area Code | Phone Area Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Phone1Comb | Prior Mailing Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Phone2 | Prior Mailing Phone Prefix | Phone Prefix | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Phone2Comb | Prior Mailing Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Phone3 | Prior Mailing Phone Line Code | Phone Line Code | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Phone3Comb | Prior Mailing Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.PhoneComb | Prior Mailing Phone Comb | Phone Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.PhoneExt | Prior Mailing Phone Extension | Phone Extension | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.PhoneNumFormat | Prior Mailing Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.PrimaryAddress | Prior Mailing Primary Address | Primary Address | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.PrimaryEmail | Prior Mailing Primary Email | Primary Email | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.PrimaryPhone | Prior Mailing Primary Phone | Primary Phone | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.StartDate | Prior Mailing Start Date | Date started residency | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.State | Prior Mailing Address State | Address State | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Suite | Prior Mailing Suite | Address Suite | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.URL | Prior Mailing URL | Website address or URL | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.Zip | Prior Mailing Address Zip | Address Zip | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PM.ZipComb | Prior Mailing Address Zip Comb | Address Zip Comb Field | CLIENT | Home | 9/29/13 2:00 PM | NULL | String | NULL |
| PmtMethod | Account Payment/Premium Method | The method of payment from the firm to the Insurance Company.i.e., Clearinghouse, Check, EFT, wire, credit card. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | CHK |
| PmtNotes | Payment Notes | Free-form text. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Free flow text |
| PmtType | Payment Type | The type of payment being sent.i.e., rollover, contribution, initial, 1035 exchange, renewal. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | rollover |
| PmtTypeAmt | Premium Type Amount | The gross amount associated with this payment.i.e., rollover amount, contribution amount. Approximate premium for 1035 goes here. | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 100000 |
| PO.Addr1 | PO Box Address Line 1 | Address Line 1 | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Addr1 | Product Company PO Box Address Line 1 | Address Line 1 | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Addr123 | PO Box Address All Lines | Address All Lines | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Addr123 | Product Company PO Box Address All Lines | Address All Lines | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Addr1234 | PO Box Address All Lines w Suite | Address All Lines w Suite | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Addr1234 | Product Company PO Box Address All Lines w Suite | Address All Lines w Suite | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Addr2 | PO Box Address Line 2 | Address Line 2 | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Addr2 | Product Company PO Box Address Line 2 | Address Line 2 | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Addr3 | PO Box Address Line 3 | Address Line 3 | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Addr3 | Product Company PO Box Address Line 3 | Address Line 3 | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Addr4 | PO Box Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Addr4 | Product Company PO Box Address Line 4 | Address Line 4 (not included in Addr123) | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.AddrType | PO Box Address Type Indicator | Address Type Indicator | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.AddrType | Product Company PO Box Address Type Indicator | Address Type Indicator | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.AddrUnitType | PO Box Address Unit Type | Address Unit Type | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.AddrUnitType | Product Company PO Box Address Unit Type | Address Unit Type | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Attn | PO Box Attention Line | Attention address line | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Attn | Product Company PO Box Attention Line | Attention address line | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.City | PO Box Address City | Address City | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.City | Product Company PO Box Address City | Address City | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.CityState | PO Box City State | City State combined together | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.CityState | Product Company PO Box City State | City State combined together | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.CityStateZip | PO Box City State Zip | City State Zip combined together | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.CityStateZip | Product Company PO Box City State Zip | City State Zip combined together | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Country | PO Box Country | Country | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Country | Product Company PO Box Country | Country | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.County | PO Box County | County or Province | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.County | Product Company PO Box County | County or Province | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Email | PO Box Email Address | Email Address | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Email | Product Company PO Box Email Address | Email Address | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.EndDate | PO Box End Date | Date ended residency | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.EndDate | Product Company PO Box End Date | Date ended residency | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Fax | PO Box Fax | Fax | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Fax | Product Company PO Box Fax | Fax | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.FaxComb | PO Box Fax Comb | Fax Comb Field | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.FaxComb | Product Company PO Box Fax Comb | Fax Comb Field | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.ForeignRoute | PO Box Foreign Routing | Foreign routing or postal code | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.ForeignRoute | Product Company PO Box Foreign Routing | Foreign routing or postal code | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.FullAddr | PO Box Full Address | All address lines combined together | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.FullAddr | Product Company PO Box Full Address | All address lines combined together | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Mobile | PO Box Mobile | Mobile | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Mobile | Product Company PO Box Mobile | Mobile | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Mobile0 | PO Box Mobile Country Code | Mobile Country Code | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Mobile0 | Product Company PO Box Mobile Country Code | Mobile Country Code | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Mobile1 | PO Box Mobile Area Code | Mobile Area Code | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Mobile1 | Product Company PO Box Mobile Area Code | Mobile Area Code | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Mobile2 | PO Box Mobile Prefix | Mobile Prefix | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Mobile2 | Product Company PO Box Mobile Prefix | Mobile Prefix | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Mobile3 | PO Box Mobile Line Code | Mobile Line Code | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Mobile3 | Product Company PO Box Mobile Line Code | Mobile Line Code | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.MobileComb | PO Box Mobile Comb | Mobile Comb Field | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.MobileComb | Product Company PO Box Mobile Comb | Mobile Comb Field | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Other | PO Box Other | Other phone | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Other | Product Company PO Box Other | Other phone | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Pager | PO Box Pager | Pager | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Pager | Product Company PO Box Pager | Pager | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Phone | PO Box Phone | Phone | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Phone | Product Company PO Box Phone | Phone | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Phone0 | PO Box Phone Country Code | Phone Country Code | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Phone0 | Product Company PO Box Phone Country Code | Phone Country Code | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Phone0Comb | PO Box Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Phone0Comb | Product Company PO Box Phone Country Code Comb Field | Phone Country Code Comb Field | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Phone1 | PO Box Phone Area Code | Phone Area Code | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Phone1 | Product Company PO Box Phone Area Code | Phone Area Code | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Phone1Comb | PO Box Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Phone1Comb | Product Company PO Box Phone Area Code Comb Field | Phone Area Code Comb Field | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Phone2 | PO Box Phone Prefix | Phone Prefix | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Phone2 | Product Company PO Box Phone Prefix | Phone Prefix | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Phone2Comb | PO Box Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Phone2Comb | Product Company PO Box Phone Prefix Comb Field | Phone Prefix Comb Field | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Phone3 | PO Box Phone Line Code | Phone Line Code | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Phone3 | Product Company PO Box Phone Line Code | Phone Line Code | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Phone3Comb | PO Box Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Phone3Comb | Product Company PO Box Phone Line Code Comb Field | Phone Line Code Comb Field | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.PhoneComb | PO Box Phone Comb | Phone Comb Field | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.PhoneComb | Product Company PO Box Phone Comb | Phone Comb Field | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.PhoneExt | PO Box Phone Extension | Phone Extension | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.PhoneExt | Product Company PO Box Phone Extension | Phone Extension | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.PhoneNumFormat | PO Box Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.PhoneNumFormat | Product Company PO Box Phone Number Format | Phone number format for international vs domestic numbers | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.PrimaryAddress | PO Box Primary Address | Primary Address | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.PrimaryAddress | Product Company PO Box Primary Address | Primary Address | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.PrimaryEmail | PO Box Primary Email | Primary Email | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.PrimaryEmail | Product Company PO Box Primary Email | Primary Email | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.PrimaryPhone | PO Box Primary Phone | Primary Phone | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.PrimaryPhone | Product Company PO Box Primary Phone | Primary Phone | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.StartDate | PO Box Start Date | Date started residency | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.StartDate | Product Company PO Box Start Date | Date started residency | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.State | PO Box Address State | Address State | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.State | Product Company PO Box Address State | Address State | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Suite | PO Box Suite | Address Suite | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Suite | Product Company PO Box Suite | Address Suite | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.URL | PO Box URL | Website address or URL | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.URL | Product Company PO Box URL | Website address or URL | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.Zip | PO Box Address Zip | Address Zip | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.Zip | Product Company PO Box Address Zip | Address Zip | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| PO.ZipComb | PO Box Address Zip Comb | Address Zip Comb Field | CLIENT | Client Personal Info | 5/21/16 8:01 PM | NULL | String | NULL |
| PO.ZipComb | Product Company PO Box Address Zip Comb | Address Zip Comb Field | COMPANY | ProdCo | 10/8/05 12:00 AM | NULL | String | NULL |
| POAOption | Power Of Attorney Option | Power Of Attorney Option | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Limited |
| POAType | Power Of Attorney Flag | Power Of Attorney Flag | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| POccupation | Prior Occupation | Client's prior occupation | CLIENT | Employer/Education | 10/13/16 10:29 AM | NULL | String | Software Engineerg |
| PoliticalOfficial | Political Official Affiliation | Client is or is associated with political official | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Boolean | Yes, No |
| PoliticalOfficialInfo | Political Official Information | Name, title and country of political official client is affiliated to | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | President |
| PortAllAssets | Portfolio Includes All Assets | Portfolio Includes All Assets | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| PortLoan | Portfolio Loan Balance | Portfolio Loan Balance | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| PortObj | Portfolio Objective | Porftolio or Investment Objective | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | Growth |
| PortObjAggressiveGrowth | Portfolio Objective - Aggressive Growth | Portfolio or Investment Objective for aggressive growth | CLIENT | Suitability | 8/6/15 5:30 PM | NULL | String | 1 |
| PortObjCapitalApprec | Portfolio Objective - Capital Appreciation | Portfolio or Investment Objective for capital appreciation | CLIENT | Suitability | 8/2/06 12:00 AM | NULL | String | 1 |
| PortObjCapitalPreserv | Portfolio Objective - Capital Preservation | Portfolio or Investment Objective for capital preservation | CLIENT | Suitability | 8/2/06 12:00 AM | NULL | String | 1 |
| PortObjGrowth | Portfolio Objective - Growth | Portfolio or Investment Objective for growth | CLIENT | Suitability | 11/12/06 12:00 AM | NULL | String | 1 |
| PortObjGrowthAndIncome | Portfolio Objective - Growth and Income | Portfolio or Investment Objective for growth and income | CLIENT | Suitability | 8/6/15 5:30 PM | NULL | String | 1 |
| PortObjIncome | Portfolio Objective - Income | Portfolio or Investment Objective for income | CLIENT | Suitability | 8/2/06 12:00 AM | NULL | String | 1 |
| PortObjOther | Portfolio Objective - Other | Portfolio or Investment Objective for other | CLIENT | Suitability | 8/2/06 12:00 AM | NULL | String | 1 |
| PortObjOtherDesc | Portfolio Objective - Other Description | Portfolio or Investment Objective for other (description) | CLIENT | Suitability | 8/2/06 12:00 AM | NULL | String | 1 |
| PortObjRank | Porftolio Objective Rank | Porftolio or Investment Objective Rank | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | 1 |
| PortObjSpeculation | Portfolio Objective - Speculation | Portfolio or Investment Objective for speculation | CLIENT | Suitability | 8/2/06 12:00 AM | NULL | String | 1 |
| PortObjTradingProfits | Portfolio Objective - Trading Profits | Portfolio or Investment Objective for trading profits | CLIENT | Suitability | 8/2/06 12:00 AM | NULL | String | 1 |
| PortSurrenderCharge | Portfolio Surrender Charge | Portfolio Surrender Charge | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| PortTimeHoriz | Portfolio Time Horizon | Portfolio or Investment Time Horizon | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | Long Term |
| PortTimeHorizOther | Portfolio Time Horizon Other | Portfolio or Investment Time Horizon Percent | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | String | 20 years |
| PortTimeHorizPerc | Portfolio Time Horizon Percent | Portfolio or Investment Time Horizon Percent | CLIENT | Suitability | 10/8/05 12:00 AM | NULL | String | 0.2 |
| PortValue | Portfolio Value | Portfolio Value | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| Position | Position or Title | Client's position or title in their profession | CLIENT | Employer/Education | 6/17/05 12:00 AM | NULL | String | Financial Advisor |
| PPosition | Prior Position or Title | Client's position or title in their last profession | CLIENT | Employer/Education | 10/13/16 10:29 AM | NULL | String | Software Engineerg |
| Prefix | Name Prefix | Name Prefix (Mr., Mrs., Ms., Dr., Miss) | CLIENT | Client Personal Info | 6/19/05 12:00 AM | NULL | Boolean | 1 = Mr. |
| Prefix | Name Prefix | Name Prefix (Mr., Mrs., Ms., Dr., Miss) | REP | Rep Profile | 6/19/05 12:00 AM | NULL | Boolean | 1 = Mr. |
| Prefix | Name Prefix | Name Prefix (Mr., Mrs., etc) | FUNDSOURCE | FundSource | 6/19/05 12:00 AM | NULL | Boolean | 1 = Mr. |
| PrefixOther | Name Prefix Other | name prefix when entered manually | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Mr. |
| Price | Product Price | Price of product unit | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | Numeric | 10000 |
| PrimaryEmailType | Primary Email Flag | Indicates if Email is the primary one | CLIENT | Client Personal Info | 4/26/16 12:00 AM | NULL | Boolean | 1 = Home, 2 = Office, etc. |
| PrimaryPhoneType | Primary Phone Flag | Indicates if phone is the primary one | CLIENT | Client Personal Info | 4/26/16 12:00 AM | NULL | Boolean | 1 = Home, 2 = Office, etc. |
| PrimaryType | Primary Rep Flag | Indicates if rep is the primary representative on the account | REP | Rep Profile | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| PrincFName | Principal First Name | Principal First Name | REP | Principal | 6/17/05 12:00 AM | NULL | String | Tom |
| PrincFullName | Principal Name | Principal Name | REP | Principal | 6/17/05 12:00 AM | NULL | String | Tom J Trustman |
| PrincLName | Principal Last Name | Principal Last Name | REP | Principal | 6/17/05 12:00 AM | NULL | String | Trustman |
| PrincMName | Principal Middle Name | Principal Middle Name | REP | Principal | 6/17/05 12:00 AM | NULL | String | J |
| PrincPrefix | Principal Prefix Name | Principal Prefix Name | REP | Principal | 6/17/05 12:00 AM | NULL | String | Mr. |
| PrincSign | Principal Signature Field | Principal signature field for the account | REP | Principal | 6/17/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Addr1 | Principal Signature Address Address Line 1 | Address Line 1 | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Addr123 | Principal Signature Address Address All Lines | Address All Lines | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Addr1234 | Principal Signature Address Address All Lines w Suite | Address All Lines w Suite | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Addr2 | Principal Signature Address Address Line 2 | Address Line 2 | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Addr3 | Principal Signature Address Address Line 3 | Address Line 3 | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Addr4 | Principal Signature Address Address Line 4 | Address Line 4 (not included in Addr123) | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.AddrType | Principal Signature Address Address Type Indicator | Address Type Indicator | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.AddrUnitType | Principal Signature Address Address Unit Type | Address Unit Type | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Attn | Principal Signature Address Attention Line | Attention address line | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.City | Principal Signature Address Address City | Address City | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.CityState | Principal Signature Address City State | City State combined together | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.CityStateZip | Principal Signature Address City State Zip | City State Zip combined together | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Country | Principal Signature Address Country | Country | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.County | Principal Signature Address County | County or Province | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Email | Principal Signature Address Email Address | Email Address | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.EndDate | Principal Signature Address End Date | Date ended residency | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Fax | Principal Signature Address Fax | Fax | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.FaxComb | Principal Signature Address Fax Comb | Fax Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.ForeignRoute | Principal Signature Address Foreign Routing | Foreign routing or postal code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.FullAddr | Principal Signature Address Full Address | All address lines combined together | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Mobile | Principal Signature Address Mobile | Mobile | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Mobile0 | Principal Signature Address Mobile Country Code | Mobile Country Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Mobile1 | Principal Signature Address Mobile Area Code | Mobile Area Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Mobile2 | Principal Signature Address Mobile Prefix | Mobile Prefix | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Mobile3 | Principal Signature Address Mobile Line Code | Mobile Line Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.MobileComb | Principal Signature Address Mobile Comb | Mobile Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Other | Principal Signature Address Other | Other phone | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Pager | Principal Signature Address Pager | Pager | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Phone | Principal Signature Address Phone | Phone | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Phone0 | Principal Signature Address Phone Country Code | Phone Country Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Phone0Comb | Principal Signature Address Phone Country Code Comb Field | Phone Country Code Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Phone1 | Principal Signature Address Phone Area Code | Phone Area Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Phone1Comb | Principal Signature Address Phone Area Code Comb Field | Phone Area Code Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Phone2 | Principal Signature Address Phone Prefix | Phone Prefix | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Phone2Comb | Principal Signature Address Phone Prefix Comb Field | Phone Prefix Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Phone3 | Principal Signature Address Phone Line Code | Phone Line Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Phone3Comb | Principal Signature Address Phone Line Code Comb Field | Phone Line Code Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.PhoneComb | Principal Signature Address Phone Comb | Phone Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.PhoneExt | Principal Signature Address Phone Extension | Phone Extension | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.PhoneNumFormat | Principal Signature Address Phone Number Format | Phone number format for international vs domestic numbers | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.PrimaryAddress | Principal Signature Address Primary Address | Primary Address | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.PrimaryEmail | Principal Signature Address Primary Email | Primary Email | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.PrimaryPhone | Principal Signature Address Primary Phone | Primary Phone | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.StartDate | Principal Signature Address Start Date | Date started residency | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.State | Principal Signature Address Address State | Address State | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Suite | Principal Signature Address Suite | Address Suite | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.URL | Principal Signature Address URL | Website address or URL | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.Zip | Principal Signature Address Address Zip | Address Zip | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignAddr.ZipComb | Principal Signature Address Address Zip Comb | Address Zip Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| PrincSignDate | Principal Signature Date | Principal Signature Date | REP | Principal | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| PrincSuffix | Principal Suffix Name | Principal Suffix Name | REP | Principal | 6/17/05 12:00 AM | NULL | String | Jr. |
| PrintButtonText | Nav Print Button Text | Nav Print Button Text | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | NULL |
| PrintLanguage | Correspondence Language | The foreign language in which the documents should be printed. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | English |
| PrivateAcct | Private Account | Private banking account as defined under the USA PATRIOT Act | ACCT | Account | 6/16/13 5:00 PM | NULL | Boolean | YES |
| PrivateAcct | Indicates if account is private per Patriot Act | Indicates if account is private per Patriot Act | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| PrivateBank | Private Bank | Client represents a private bank | ACCT | Account | 4/7/16 7:23 PM | NULL | Boolean | Yes, No |
| PROCEED.AcctName | Proceeds Account Name | Name of account or fund to distribute funds to | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.Amt | Proceeds Amount | Payment amount | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.DistType | Proceeds Distribution Type | Periodic Distribution Type | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.EndPmtDate | Proceeds End Payment Date | Date of final payment or when periodic payments end | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.FirstPmtDate | Proceeds First Payment Date | Date of first payment | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.Freq | Proceeds Payment Frequency | Frequency to perform payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.Instr | Proceeds Payment Instructions | Instructions for payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.Method | Proceeds Payment Method | Method to distribute payment | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.MethodAcctNum | Proceeds Account Number | Account number to distribute payments to/from | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.MethodAddr | Proceeds Name and Address | Name and address to distribute payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Addr1 | Proceeds Address Address Line 1 | Address Line 1 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Addr123 | Proceeds Address Address All Lines | Address All Lines | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Addr1234 | Proceeds Address Address All Lines w Suite | Address All Lines w Suite | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Addr2 | Proceeds Address Address Line 2 | Address Line 2 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Addr3 | Proceeds Address Address Line 3 | Address Line 3 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Addr4 | Proceeds Address Address Line 4 | Address Line 4 (not included in Addr123) | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.AddrType | Proceeds Address Address Type Indicator | Address Type Indicator | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.AddrUnitType | Proceeds Address Address Unit Type | Address Unit Type | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Attn | Proceeds Address Attention Line | Attention address line | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.City | Proceeds Address Address City | Address City | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.CityState | Proceeds Address City State | City State combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.CityStateZip | Proceeds Address City State Zip | City State Zip combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Country | Proceeds Address Country | Country | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.County | Proceeds Address County | County or Province | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Email | Proceeds Address Email Address | Email Address | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.EndDate | Proceeds Address End Date | Date ended residency | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Fax | Proceeds Address Fax | Fax | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.FaxComb | Proceeds Address Fax Comb | Fax Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.ForeignRoute | Proceeds Address Foreign Routing | Foreign routing or postal code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.FullAddr | Proceeds Address Full Address | All address lines combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Mobile | Proceeds Address Mobile | Mobile | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Mobile0 | Proceeds Address Mobile Country Code | Mobile Country Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Mobile1 | Proceeds Address Mobile Area Code | Mobile Area Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Mobile2 | Proceeds Address Mobile Prefix | Mobile Prefix | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Mobile3 | Proceeds Address Mobile Line Code | Mobile Line Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.MobileComb | Proceeds Address Mobile Comb | Mobile Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Other | Proceeds Address Other | Other phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Pager | Proceeds Address Pager | Pager | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Phone | Proceeds Address Phone | Phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Phone0 | Proceeds Address Phone Country Code | Phone Country Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Phone0Comb | Proceeds Address Phone Country Code Comb Field | Phone Country Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Phone1 | Proceeds Address Phone Area Code | Phone Area Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Phone1Comb | Proceeds Address Phone Area Code Comb Field | Phone Area Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Phone2 | Proceeds Address Phone Prefix | Phone Prefix | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Phone2Comb | Proceeds Address Phone Prefix Comb Field | Phone Prefix Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Phone3 | Proceeds Address Phone Line Code | Phone Line Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Phone3Comb | Proceeds Address Phone Line Code Comb Field | Phone Line Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.PhoneComb | Proceeds Address Phone Comb | Phone Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.PhoneExt | Proceeds Address Phone Extension | Phone Extension | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.PhoneNumFormat | Proceeds Address Phone Number Format | Phone number format for international vs domestic numbers | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.PrimaryAddress | Proceeds Address Primary Address | Primary Address | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.PrimaryEmail | Proceeds Address Primary Email | Primary Email | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.PrimaryPhone | Proceeds Address Primary Phone | Primary Phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.StartDate | Proceeds Address Start Date | Date started residency | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.State | Proceeds Address Address State | Address State | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Suite | Proceeds Address Suite | Address Suite | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.URL | Proceeds Address URL | Website address or URL | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.Zip | Proceeds Address Address Zip | Address Zip | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.O.ZipComb | Proceeds Address Address Zip Comb | Address Zip Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PROCEED.PmtDestType | Proceeds Payment Destination Type | Destination type for the payment (e.g. address of record, alternate payee, alternate address) | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PROCEED.RequestType | Proceeds Request Type | Periodic Distributions Request Type | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| ProductType | Product or Plan Type | Product or plan type | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | String | 401k |
| ProfitsFormulaExcess | Profits Formula Excess | Percentage of the employer's profits in excess of | ACCT | Account | 8/14/23 2:17 PM | NULL | String | Holdings |
| ProfitsFormulaPerc | Profits Formula Percentage | Fixed Percent of Profits Formula | ACCT | Account | 8/14/23 2:17 PM | NULL | Numeric | 30 |
| ProgramName | Program Name | Name of program, sub-account or investment policy within an account | ACCT | Account | 9/29/13 1:45 PM | NULL | String | Capital Growth Program |
| ProgramType | Program Type | Program selection for wrap accounts or managed accounts | ACCT | Account | 5/21/20 9:31 AM | NULL | Boolean | 1 = Advisor-directed |
| ProspectusDelivered | ProspectusDelivered | Indicates if a prospectus was delivered to the client. | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| ProspectusReceipt | Prospectus Receipt | Indicates if a prospectus was received for a given product | PRODUCTITEM | Product | 9/27/06 12:00 AM | NULL | Boolean | YES |
| ProtectedBenefits | Protected Benefits | Protected Benefits and Prior Plan Document Provisions Attachment | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| ProtectedBenefitsProvision1Line1 | Protected Benefits Provision 1 Line 1 | Protected Benefits Provision 1 Line 1 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProtectedBenefitsProvision1Line2 | Protected Benefits Provision 1 Line 2 | Protected Benefits Provision 1 Line 2 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProtectedBenefitsProvision1Line3 | Protected Benefits Provision 1 Line 3 | Protected Benefits Provision 1 Line 3 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProtectedBenefitsProvision2Line1 | Protected Benefits Provision 2 Line 1 | Protected Benefits Provision 2 Line 1 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProtectedBenefitsProvision2Line2 | Protected Benefits Provision 2 Line 2 | Protected Benefits Provision 2 Line 2 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProtectedBenefitsProvision2Line3 | Protected Benefits Provision 2 Line 3 | Protected Benefits Provision 2 Line 3 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProtectedBenefitsProvision3Line1 | Protected Benefits Provision 3 Line 1 | Protected Benefits Provision 3 Line 1 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProtectedBenefitsProvision3Line2 | Protected Benefits Provision 3 Line 2 | Protected Benefits Provision 3 Line 2 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProtectedBenefitsProvision3Line3 | Protected Benefits Provision 3 Line 3 | Protected Benefits Provision 3 Line 3 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProviderGroupName | Provider Group Name | The Provider's Group assigned name. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Charity |
| ProviderGroupNum | Provider Group Number | The Provider's Group Number assigned to a specified group. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | 12345 |
| ProvisionSource1 | Provision Source 1 | Provision Source 1 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProvisionSource2 | Provision Source 2 | Provision Source 2 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProvisionSource3 | Provision Source 3 | Provision Source 3 | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ProxyVotingBallots | Proxy Voting Ballots | Proxy Voting Ballots | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ProxyVotingInfoCopies | Proxy Voting Informational Copies | Proxy Voting Informational Copies | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| PublicCo | Public Company Interest | Client has an interest in a public company (client is officer, major shareholder, etc) and may be subjec to Rule 144 | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Boolean | Yes, No |
| PublicCoMember | Public Company Member | You are a member of the board of directors, a 10% shareholder, a policy-making officer, or someone who can direct the management policies of a publicly traded company. | CLIENT | Suitability | 12/20/23 1:17 PM | NULL | Boolean | Yes, No |
| PublicCoName | Public Company Name | Name of public company where client holds an interest | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | IBM |
| PublicCoName2 | Public Company Name 2 | Additional name of public company where client holds an interest | CLIENT | Suitability | 10/11/06 12:00 AM | NULL | String | IBM |
| PublicCoName3 | Public Company Name 3 | Additional name of public company where client holds an interest | CLIENT | Suitability | 8/27/20 9:52 AM | NULL | String | Chevron |
| PublicCoTicker | Public Company Ticker Symbol | Ticker symbol of public company where client holds an interest | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | String | IBM |
| PublicCoTicker2 | Public Company Ticker Symbol 2 | Ticker symbol of public company where client holds an interest | CLIENT | Suitability | 8/27/20 9:52 AM | NULL | String | IBM |
| PublicCoTicker3 | Public Company Ticker Symbol 3 | Ticker symbol of public company where client holds an interest | CLIENT | Suitability | 8/27/20 9:52 AM | NULL | String | CHV |
| PURCH.AcctName | Purchases Account Name | Name of account or fund to distribute funds to | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.Amt | Purchases Amount | Payment amount | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.DistType | Purchases Distribution Type | Periodic Distribution Type | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.EndPmtDate | Purchases End Payment Date | Date of final payment or when periodic payments end | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.FirstPmtDate | Purchases First Payment Date | Date of first payment | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.Freq | Purchases Payment Frequency | Frequency to perform payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.Instr | Purchases Payment Instructions | Instructions for payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.Method | Purchases Payment Method | Method to distribute payment | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.MethodAcctNum | Purchases Account Number | Account number to distribute payments to/from | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.MethodAddr | Purchases Name and Address | Name and address to distribute payments | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Addr1 | Purchases Address Address Line 1 | Address Line 1 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Addr123 | Purchases Address Address All Lines | Address All Lines | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Addr1234 | Purchases Address Address All Lines w Suite | Address All Lines w Suite | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Addr2 | Purchases Address Address Line 2 | Address Line 2 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Addr3 | Purchases Address Address Line 3 | Address Line 3 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Addr4 | Purchases Address Address Line 4 | Address Line 4 (not included in Addr123) | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.AddrType | Purchases Address Address Type Indicator | Address Type Indicator | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.AddrUnitType | Purchases Address Address Unit Type | Address Unit Type | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Attn | Purchases Address Attention Line | Attention address line | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.City | Purchases Address Address City | Address City | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.CityState | Purchases Address City State | City State combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.CityStateZip | Purchases Address City State Zip | City State Zip combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Country | Purchases Address Country | Country | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.County | Purchases Address County | County or Province | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Email | Purchases Address Email Address | Email Address | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.EndDate | Purchases Address End Date | Date ended residency | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Fax | Purchases Address Fax | Fax | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.FaxComb | Purchases Address Fax Comb | Fax Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.ForeignRoute | Purchases Address Foreign Routing | Foreign routing or postal code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.FullAddr | Purchases Address Full Address | All address lines combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Mobile | Purchases Address Mobile | Mobile | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Mobile0 | Purchases Address Mobile Country Code | Mobile Country Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Mobile1 | Purchases Address Mobile Area Code | Mobile Area Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Mobile2 | Purchases Address Mobile Prefix | Mobile Prefix | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Mobile3 | Purchases Address Mobile Line Code | Mobile Line Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.MobileComb | Purchases Address Mobile Comb | Mobile Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Other | Purchases Address Other | Other phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Pager | Purchases Address Pager | Pager | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Phone | Purchases Address Phone | Phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Phone0 | Purchases Address Phone Country Code | Phone Country Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Phone0Comb | Purchases Address Phone Country Code Comb Field | Phone Country Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Phone1 | Purchases Address Phone Area Code | Phone Area Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Phone1Comb | Purchases Address Phone Area Code Comb Field | Phone Area Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Phone2 | Purchases Address Phone Prefix | Phone Prefix | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Phone2Comb | Purchases Address Phone Prefix Comb Field | Phone Prefix Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Phone3 | Purchases Address Phone Line Code | Phone Line Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Phone3Comb | Purchases Address Phone Line Code Comb Field | Phone Line Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.PhoneComb | Purchases Address Phone Comb | Phone Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.PhoneExt | Purchases Address Phone Extension | Phone Extension | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.PhoneNumFormat | Purchases Address Phone Number Format | Phone number format for international vs domestic numbers | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.PrimaryAddress | Purchases Address Primary Address | Primary Address | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.PrimaryEmail | Purchases Address Primary Email | Primary Email | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.PrimaryPhone | Purchases Address Primary Phone | Primary Phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.StartDate | Purchases Address Start Date | Date started residency | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.State | Purchases Address Address State | Address State | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Suite | Purchases Address Suite | Address Suite | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.URL | Purchases Address URL | Website address or URL | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.Zip | Purchases Address Address Zip | Address Zip | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.O.ZipComb | Purchases Address Address Zip Comb | Address Zip Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| PURCH.PmtDestType | Purchases Payment Destination Type | Destination type for the payment (e.g. address of record, alternate payee, alternate address) | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| PURCH.RequestType | Purchases Request Type | Periodic Distributions Request Type | ACCT | Investment Profile | 6/17/05 12:00 AM | NULL | String | NULL |
| QEFormViewRequestUNID | Quik! FormViewRequestUNID | Quik! FormViewRequestUNID | QUIKFORMINFO | Quik | 7/22/09 12:00 AM | NULL | String | 1164328983 |
| QETransID | Quik! New Account Process Transaction ID | Quik! Enterprise New Account Process transaction ID for the form that was just started | QUIKFORMINFO | Quik | 3/26/06 12:00 AM | NULL | Numeric | 123 |
| QEWorkflowID | Quik! WorkflowID | Quik! Enterprise WorkflowID to start when the form is submitted | QUIKFORMINFO | Quik | 3/26/06 12:00 AM | NULL | Numeric | 123 |
| QFDENoSubmit | QFDE No Submit Flag | QFDE No Submit Flag | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | TRUE' |
| QFDESubmitButtonText | QFDE Submit Button Text | QFDE Submit Button Text | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | NULL |
| QFDESubmitURL | QFDE Submit URL | QFDE Submit URL | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | http://www.yourdomain.com/qfde_submit.aspx |
| QFRNoSave | QFR No Save Flag | QFR No Save Flag | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | TRUE' |
| QFRReadOnly | QFR Read Only Flag | QFR Read Only Flag | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | TRUE' |
| QFRSaveAsButtonText | QFR Save As Button Text | QFR Save As Button Text | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | NULL |
| QFRSaveButtonText | QFR Save Button Text | QFR Save Button Text | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | NULL |
| QFRSavedFormDescription | QFR Saved Form Description | QFR Saved Form Description | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | IRA forms for client ABC |
| QFRSavedFormID | QFR Saved Form ID | QFR Saved Form ID | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | 12345 |
| QFRURL | QFR Save URL | QFR Save URL | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | http://www.yourdomain.com/qfr_save.aspx |
| Qty | Product Quantity | Quantity of product units | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | Numeric | 10000 |
| QualAcctCode | Qualified Accounts IRS Code | A code indicating the type of tax-qualified account | ACCT | Account | 6/17/05 12:00 AM | NULL | String | 1030 |
| R.Addr1 | Resident Address Line 1 | Address Line 1 | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Addr123 | Resident Address All Lines | Address All Lines | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Addr1234 | Resident Address All Lines w Suite | Address All Lines w Suite | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Addr2 | Resident Address Line 2 | Address Line 2 | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Addr3 | Resident Address Line 3 | Address Line 3 | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Addr4 | Resident Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.AddrType | Resident Address Type Indicator | Address Type Indicator | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.AddrUnitType | Resident Address Unit Type | Address Unit Type | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Attn | Resident Attention Line | Attention address line | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.City | Resident Address City | Address City | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.CityState | Resident City State | City State combined together | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.CityStateZip | Resident City State Zip | City State Zip combined together | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Country | Resident Country | Country | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.County | Resident County | County or Province | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Email | Resident Email Address | Email Address | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.EndDate | Resident End Date | Date ended residency | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Fax | Resident Fax | Fax | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.FaxComb | Resident Fax Comb | Fax Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.ForeignRoute | Resident Foreign Routing | Foreign routing or postal code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.FullAddr | Resident Full Address | All address lines combined together | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Mobile | Resident Mobile | Mobile | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Mobile0 | Resident Mobile Country Code | Mobile Country Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Mobile1 | Resident Mobile Area Code | Mobile Area Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Mobile2 | Resident Mobile Prefix | Mobile Prefix | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Mobile3 | Resident Mobile Line Code | Mobile Line Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.MobileComb | Resident Mobile Comb | Mobile Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Other | Resident Other | Other phone | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Pager | Resident Pager | Pager | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Phone | Resident Phone | Phone | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Phone0 | Resident Phone Country Code | Phone Country Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Phone0Comb | Resident Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Phone1 | Resident Phone Area Code | Phone Area Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Phone1Comb | Resident Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Phone2 | Resident Phone Prefix | Phone Prefix | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Phone2Comb | Resident Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Phone3 | Resident Phone Line Code | Phone Line Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Phone3Comb | Resident Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.PhoneComb | Resident Phone Comb | Phone Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.PhoneExt | Resident Phone Extension | Phone Extension | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.PhoneNumFormat | Resident Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.PrimaryAddress | Resident Primary Address | Primary Address | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.PrimaryEmail | Resident Primary Email | Primary Email | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.PrimaryPhone | Resident Primary Phone | Primary Phone | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.StartDate | Resident Start Date | Date started residency | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.State | Resident Address State | Address State | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Suite | Resident Suite | Address Suite | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.URL | Resident URL | Website address or URL | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.Zip | Resident Address Zip | Address Zip | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| R.ZipComb | Resident Address Zip Comb | Address Zip Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | NULL |
| RateLockDate | Rate Lock Date | The date associated with the rate. This is used for a rate lock situation for either a fixed fund within a variable product or a fixed product | ACCT | Account | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| RateLockPerc | Rate Lock Percent | The actual rate that will be applied to the fund or product | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 0.0359 |
| RateLockType | Rate Lock Indicator | This is used for rate locks to lock in an interest rate for a fixed product | ACCT | Account | 6/17/05 12:00 AM | NULL | String | PA |
| RealEstateAssets.AmtHigh | Real Estate Assets High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| RealEstateAssets.AmtLow | Real Estate Assets Low Amount Value | Low-end amount | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| RealEstateAssets.Desc | Real Estate Assets Desc | Description of the asset or expense | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| RealEstateAssets.Range | Real Estate Assets Range of Values | Range of values | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| RealEstateAssets.RangeOther | Real Estate Assets Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| RealEstateAssets.Timeframe | Real Estate Assets Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| RealEstateAssets.Type | Real Estate Assets Type of Value | Type of value | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| RecipientID | RecipientID | The ID of the recipient who received the form package (RecipientIDType is stored in FormPackage table) | QUIKFORMINFO | Quik | 4/20/12 12:00 AM | NULL | String | 24502 |
| RecommendDate | Recommend Date | Date of Recommendation | ACCT | Account | 7/22/20 10:53 AM | NULL | String | 11/2/2015 |
| RecordID | Record ID | Unique record identifier in the data source | QDBCSOURCE | QDBCDataSource | 8/7/11 4:00 PM | NULL | String | 123abc |
| RedemptionDate | Redemption Date | The date of the redemption of ownership in a product | PRODUCTITEM | Product | 9/27/06 12:00 AM | NULL | Date | 9/23/2006 |
| ReferredBy | Client Referrer | Client Referrer | CLIENT | Advisor Suitability | 6/17/05 12:00 AM | NULL | String | John Smith |
| Reg | Account Registration or Title | Account Registration or Title | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Account FBO Tom Trustman |
| Reg | Account Registration or Title | Title or account name associated to the Account Number | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | Tom Trustman Checking |
| RegisteredInClientState | Registered In Client State | Investment Professional is registered in the same state as client's residence | REP | Rep Profile | 11/1/16 11:49 AM | NULL | Boolean | Yes, No |
| RegLine | Account Registration or Title Line 3 | Account Registration or Title Line 3 | ACCT | Account | 5/19/20 9:31 AM | NULL | String | Account FBO Tom Trustman |
| RegLine2 | Account Registration or Title Line 2 | Account Registration or Title Line 2 | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Account FBO Tom Trustman |
| RegType | Account Registration Type | Account Registration Type | ACCT | Account | 6/19/05 12:00 AM | NULL | Boolean | 1=Individual, 2=JTWROS, etc. |
| RegTypeCode | Registration Type Code | Registration Type Code | ACCT | Account | 5/12/23 2:17 PM | NULL | String | JT |
| RegTypeEntity | Registration Type Entity | Entity that applies to a registration type (sub category under RegType) | ACCT | Account | 6/19/05 12:00 AM | NULL | Boolean | 1 = Individual, 2 = Entity, 3 = Trust, 4 = Other |
| RegTypeEntityOther | Registration Type Entity Other | Entity that applies to a registration type | ACCT | Account | 10/8/05 12:00 AM | NULL | String | 1 = Individual, 2 = Entity, 3 = Trust, 4 = Other |
| RegTypeOther | Account Registration Type Other | Account Registration Type Other (when entered manually) | ACCT | Account | 6/17/05 12:00 AM | NULL | String | 01=Individual, 02=JTWROS, etc. |
| RelToClient | Client Relationship To Another Party On Account | Client Relationship To Another Party On Account | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Spouse |
| RelToClient | Client Relationship To Another Party On Account | Client Relationship To Another Party On Account | FUNDSOURCE | Client Personal Info | 8/6/15 5:30 PM | NULL | String | Spouse |
| RelToClientType | Client Relationship To Another Party On Account | Client Relationship To Another Party On Account | CLIENT | Client Personal Info | 8/8/14 4:03 PM | NULL | Boolean | 1 = Owner |
| RelToRep | Client Relationship To Advisor | Client Relationship To Advisor | CLIENT | Advisor Suitability | 6/17/05 12:00 AM | NULL | String | Friend |
| RelToRepType | Client Relationship To Advisor Type | Client Relationship To Advisor Type | CLIENT | Advisor Suitability | 8/3/05 12:00 AM | NULL | String | Friend |
| RelType | Relationship Type | Relationship Type | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| ReplaceAcct | Customer Replacement Answer | Yes/No indicating whether the policy resulting from this application will replace another policy. This question is answered by the customer. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Y/N/U |
| ReplaceInvestType | Replace Investment Type | Indicates whether the investment type should be replaced | RULE | Rule | 10/29/10 12:00 PM | NULL | Boolean | TRUE' |
| ReplaceManagerAcctNum | Replace Manager Account Number | Replace Manager Account Number | ACCT | Account | 8/14/23 2:17 PM | NULL | String | 123ABC |
| ReplaceManagerName | Replace Manager Name | Replace Manager Name | ACCT | Account | 8/14/23 2:17 PM | NULL | String | John Smith |
| ReplaceType | Replacement / Exchange Reason Code | A code indicating why the existing contract is being exchanged. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | FEE |
| RepLicNum | Representative License Number | Representative License Number | REP | Rep Profile | 10/24/05 12:00 AM | NULL | String | A022 |
| RepLicNum1 | Representative License Number 1 | Representative License Number 1 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum10 | Representative License Number 10 | Representative License Number 10 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum11 | Representative License Number 11 | Representative License Number 11 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum12 | Representative License Number 12 | Representative License Number 12 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum13 | Representative License Number 13 | Representative License Number 13 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum14 | Representative License Number 14 | Representative License Number 14 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum2 | Representative License Number 2 | Representative License Number 2 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum3 | Representative License Number 3 | Representative License Number 3 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum4 | Representative License Number 4 | Representative License Number 4 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum5 | Representative License Number 5 | Representative License Number 5 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum6 | Representative License Number 6 | Representative License Number 6 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum7 | Representative License Number 7 | Representative License Number 7 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum8 | Representative License Number 8 | Representative License Number 8 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepLicNum9 | Representative License Number 9 | Representative License Number 9 | REP | Rep Profile | 5/14/08 12:00 AM | NULL | String | A022 |
| RepNum | Representative Number or License Number | Representative Number or License Number | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | A022 |
| RepNum1 | Account Representative Number or License Number | Representative number or License number assigned to the account (RR1). | ACCT | Account | 12/2/06 12:00 AM | NULL | String | A022 |
| RepNum10 | Representative Number or License Number 10 | Representative Number or License Number 10 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum11 | Representative Number or License Number 11 | Representative Number or License Number 11 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum12 | Representative Number or License Number 12 | Representative Number or License Number 12 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum13 | Representative Number or License Number 13 | Representative Number or License Number 13 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum14 | Representative Number or License Number 14 | Representative Number or License Number 14 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum15 | Representative Number or License Number 15 | Representative Number or License Number 15 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum2 | Account Representative Number or License Number 2 | Representative number or License number assigned to the account (RR2). | ACCT | Account | 12/2/06 12:00 AM | NULL | String | A022 |
| RepNum2 | Representative Number or License Number 2 | Representative Number or License Number 2 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum3 | Representative Number or License Number 3 | Representative Number or License Number 3 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum4 | Representative Number or License Number 4 | Representative Number or License Number 4 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum5 | Representative Number or License Number 5 | Representative Number or License Number 5 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum6 | Representative Number or License Number 6 | Representative Number or License Number 6 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum7 | Representative Number or License Number 7 | Representative Number or License Number 7 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum8 | Representative Number or License Number 8 | Representative Number or License Number 8 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNum9 | Representative Number or License Number 9 | Representative Number or License Number 9 | REP | Rep Profile | 7/22/06 12:00 AM | NULL | String | A022 |
| RepNumType | Type of Rep Number | Identifies if RepNum is a rep number, SSN, TaxID or other type of number | REP | Rep Profile | 6/19/05 12:00 AM | NULL | Boolean | 1 = Rep Number |
| RepType | RepType | Defines whether the representative is a person or non-person entity. | REP | Rep Profile | 6/19/05 12:00 AM | NULL | Boolean | 1 = Individual |
| ResetButtonText | Nav Reset Button Text | Nav Reset Button Text | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | NULL |
| RetExcContYear | Return of Excess Contribution Tax Year | Return of Excess Contribution Tax Year | ACCT | Account | 3/18/20 12:01 PM | NULL | String | 1 |
| RetPlanAdministrator | Retirement Plan Administrator | Administrator for the retirement plan | ACCT | Account | 4/6/06 12:00 AM | NULL | String | TPA Corp |
| RetPlanERISA | Retirement Plan ERISA Flag | Indicates if retirement plan is ERISA qualified | ACCT | Account | 4/8/06 12:00 AM | NULL | Boolean | 1=ERISA, 2=Non-ERISA |
| RetPlanPrototype | Retirement Plan Prototype Type | Type of prototype used for the retirement plan | ACCT | Account | 4/8/06 12:00 AM | NULL | Boolean | 1 = Clearing firm prototype, 2 = non-prototype |
| RevokeName | Revoke Name | Name of the person who can revoke the trust | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | John Smith |
| RevokeType | Client Revocability Flag | Indicates if beneficiary is revocable or irrevocable | CLIENT | Beneficiary Info | 6/17/05 12:00 AM | NULL | String | R |
| RIANum | RIA Number | RIA or Custodian Number used with a custodian to identify the advisor (similar to RepNum, but for a custodian relationship) | REP | Rep Profile | 3/8/07 12:00 AM | NULL | String | ABC321 |
| RiskTolerance | Risk Tolerance | Risk Tolerance | CLIENT | Suitability | 6/19/05 12:00 AM | NULL | Boolean | 3 = Aggressive |
| RiskToleranceOther | Risk Tolerance Other | Risk Tolerance Other | CLIENT | Suitability | 8/6/14 4:03 PM | NULL | String | High |
| RiskTolerancePerc | Risk Tolerance Percentage | Risk Tolerance Percentage | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 100 |
| RMDBeneType | Required Minimum Distribution Type | Required Minimum Distribution Type | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Beneficiary Inheriting Assets |
| ROAAmt | ROAAmt | The amount of a rights of accumulation entitling a client to a breakpoint on sales charges | ACCT | Account | 9/25/06 12:00 AM | NULL | Numeric | 10000 |
| ROADate | ROADate | The date of a rights of accumulation agreement | ACCT | Account | 9/25/06 12:00 AM | NULL | Date | 9/23/2006 |
| ROAPercCharge | ROAPercCharge | The percent amount charged on the rights of accumulation agreement | ACCT | Account | 9/25/06 12:00 AM | NULL | Numeric | 0.05 |
| RoleType | Role Type | Defines the role this agent plays on the contract (i.e, rep, split agent, team) | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | H1 |
| RoleTypeAuthAgent | Role Type Authorized Agent | Account Stakeholder Role Authorized Agent | CLIENT | Client Personal Info | 8/9/23 3:04 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| RoleTypeAuthAgentBenOwn | Role Type Authorized Agent Beneficial Owner | Account Stakeholder Role Authorized Agent/Beneficial Owner | CLIENT | Client Personal Info | 8/9/23 3:04 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| RoleTypeAuthInd | Role Type Authorized Individual | Account Stakeholder Role Authorized Individual | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| RoleTypeBenOwn | Role Type Beneficial Owner | Account Stakeholder Role Beneficial Owner | CLIENT | Client Personal Info | 8/9/23 3:04 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| RoleTypeCtrlPerson | Role Type Control Person | Account Stakeholder Role Control Person | CLIENT | Client Personal Info | 8/9/23 3:04 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| RoleTypeDecGrant | Role Type Deceased Grantor | Account Stakeholder Role Deceased Grantor | CLIENT | Client Personal Info | 8/9/23 3:04 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| RoleTypeEntOwn | Role Type Entity Owner | Account Stakeholder Role Entity Owner | CLIENT | Client Personal Info | 8/9/23 3:04 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| RoleTypeGrant | Role Type Grantor | Account Stakeholder Role Grantor | CLIENT | Client Personal Info | 8/9/23 3:04 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| RoleTypeIndAppoint | Role Type Individual Appoint | Account Stakeholder Role Individual with Appoint/Remove Authority | CLIENT | Client Personal Info | 8/9/23 3:04 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| RoleTypeIndRevoke | Role Type Individual Revoke | Account Stakeholder Role Individual with Revoke/Amend Authority | CLIENT | Client Personal Info | 8/9/23 3:04 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| RolloverAmt | Rollover Amount | Approximate Total Value of Distribution | ACCT | Account | 8/14/23 2:17 PM | NULL | Numeric | 55000 |
| RolloverDistributionDate | Rollover Distribution Date | Expected Distribution Date | ACCT | Account | 8/14/23 2:17 PM | NULL | Date | 2/12/2019 |
| RothConversionAmt | Roth Conversion Amount | Cash amount to be converted | ACCT | Account | 8/14/23 2:17 PM | NULL | Numeric | 55000 |
| RothConversionType | Roth Conversion Type | Amount to convert to Roth IRA | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| S.Addr1 | Seasonal Address Line 1 | Address Line 1 | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Addr123 | Seasonal Address All Lines | Address All Lines | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Addr1234 | Seasonal Address All Lines w Suite | Address All Lines w Suite | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Addr2 | Seasonal Address Line 2 | Address Line 2 | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Addr3 | Seasonal Address Line 3 | Address Line 3 | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Addr4 | Seasonal Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.AddrType | Seasonal Address Type Indicator | Address Type Indicator | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.AddrUnitType | Seasonal Address Unit Type | Address Unit Type | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Attn | Seasonal Attention Line | Attention address line | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.City | Seasonal Address City | Address City | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.CityState | Seasonal City State | City State combined together | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.CityStateZip | Seasonal City State Zip | City State Zip combined together | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Country | Seasonal Country | Country | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.County | Seasonal County | County or Province | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Email | Seasonal Email Address | Email Address | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.EndDate | Seasonal End Date | Date ended residency | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Fax | Seasonal Fax | Fax | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.FaxComb | Seasonal Fax Comb | Fax Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.ForeignRoute | Seasonal Foreign Routing | Foreign routing or postal code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.FullAddr | Seasonal Full Address | All address lines combined together | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Mobile | Seasonal Mobile | Mobile | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Mobile0 | Seasonal Mobile Country Code | Mobile Country Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Mobile1 | Seasonal Mobile Area Code | Mobile Area Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Mobile2 | Seasonal Mobile Prefix | Mobile Prefix | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Mobile3 | Seasonal Mobile Line Code | Mobile Line Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.MobileComb | Seasonal Mobile Comb | Mobile Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Other | Seasonal Other | Other phone | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Pager | Seasonal Pager | Pager | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Phone | Seasonal Phone | Phone | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Phone0 | Seasonal Phone Country Code | Phone Country Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Phone0Comb | Seasonal Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Phone1 | Seasonal Phone Area Code | Phone Area Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Phone1Comb | Seasonal Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Phone2 | Seasonal Phone Prefix | Phone Prefix | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Phone2Comb | Seasonal Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Phone3 | Seasonal Phone Line Code | Phone Line Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Phone3Comb | Seasonal Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.PhoneComb | Seasonal Phone Comb | Phone Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.PhoneExt | Seasonal Phone Extension | Phone Extension | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.PhoneNumFormat | Seasonal Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.PrimaryAddress | Seasonal Primary Address | Primary Address | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.PrimaryEmail | Seasonal Primary Email | Primary Email | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.PrimaryPhone | Seasonal Primary Phone | Primary Phone | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.StartDate | Seasonal Start Date | Date started residency | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.State | Seasonal Address State | Address State | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Suite | Seasonal Suite | Address Suite | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.URL | Seasonal URL | Website address or URL | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.Zip | Seasonal Address Zip | Address Zip | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| S.ZipComb | Seasonal Address Zip Comb | Address Zip Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| Salary | Salary From Employer | Client's salary | CLIENT | Employer/Education | 10/24/05 12:00 AM | NULL | String | 55000 |
| SameAddr | Same Address Flag | Indicates if mailing and home address are the same | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Boolean | 1 |
| SameAddrEmp | Same Address Flag for Employer | Indicates if your employ address and your employer's main address are the same | CLIENT | Client Personal Info | 9/18/18 1:56 PM | NULL | Boolean | 1 |
| Schwab529AcctNum | Schwab 529 Account Number | Schwab 529 Account Number | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| SchwabAcctContributionAmt | Schwab Account Contribution Amount | Schwab Account Contribution Amount | ACCT | Account | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| SchwabAcctNum | Schwab Account Number | Schwab Account Number | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| SchwabAcctType | Schwab Account Type | Schwab Account Type | ACCT | Account | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SchwabAwareness | Schwab Awareness | How did you hear about Schwab? | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SchwabDiscDate | Schwab Disclosure Date | Date that appears at the top of the first page of the Schwab Managed Account Services Disclosure Package | ACCT | Account | 8/9/23 3:02 PM | NULL | Date | 12/12/2004 |
| SchwabIRAAcctNum | Schwab IRA Account Number | Schwab IRA Account Number | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SchwabLinkMaster | SchwabLink Master | SchwabLink Investor Checking Master | ACCT | Account | 8/14/23 2:17 PM | NULL | String | Test Description |
| SchwabOneTrustAcctAmt | Schwab One Trust Account Amount | One-time transfer amount from your linked Schwab One Trust brokerage account | ACCT | Account | 8/14/23 2:17 PM | NULL | Numeric | 55000 |
| SchwabPlanType | Schwab Plan Type | Schwab Plan Type | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SchwabQPConvert | Schwab Qualified Plan Covert | Current Schwab Qualified Plan to convert | ACCT | Account | 8/14/23 2:17 PM | NULL | String | QP Plan |
| SchwabRollverAmt | Schwab Rollver Amount | Schwab Rollver Amount | ACCT | Account | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| SchwabTIRAConvert | Schwab Traditional IRA Convert | Current Schwab Traditional IRA to convert | ACCT | Account | 8/14/23 2:17 PM | NULL | String | Traditional Plan |
| SecondaryPhoneType | Secondary Phone Flag | Indicates if phone is the secondary one | CLIENT | Client Personal Info | 4/26/16 12:00 AM | NULL | Boolean | 1 = Home, 2 = Office, etc. |
| SecurityName | Security Name | Security Name or Symbol | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | String | Johnson Corporation |
| SecuritySharesNum | Security Shares Number | Number of Security Shares | PRODUCTITEM | Product | 5/14/23 2:17 PM | NULL | String | 12345ABCDE |
| SendConfirm | Send confirmations to client or party | Indicates if the party should receive confirmation notices | CLIENT | Client Personal Info | 11/1/16 11:49 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SendIAInfoCopies | Send IA Informational Copies | Send IA Informational Copies | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SendProxy | Send proxies to client or party | Indicates if the party should receive proxy notices | CLIENT | Client Personal Info | 11/1/16 11:49 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SendStatement | Send statements to client or party | Indicates if the party should receive account statements | CLIENT | Client Personal Info | 11/1/16 11:49 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SeniorForeignOfficial | Senior Foreign Official Affiliation | Client is a senior foreign official | CLIENT | Suitability | 4/7/16 7:23 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SEPBusName | SEP Business Name | Name of Business for SEP and SARSEP IRA | ACCT | Account | 8/14/23 2:17 PM | NULL | String | Sep Name |
| SEPIRAAcctNum | SEP IRA Acctount Number | SEP IRA Acctount Number | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| ServiceTeam | Service Team | The service team at a firm that works on a particular account | REP | Rep Profile | 3/7/18 12:58 PM | NULL | String | Other disability |
| SharePerc | Share Percent | This agent's percentage expressed as a decimal portion of the number 1. | REP | Rep Profile | 6/17/05 12:00 AM | NULL | Numeric | 0.5 |
| ShareType | Product Share Type | Type or class of shares purchased (A class, B class, C class, F class, T class) | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | String | A |
| Sign | Signature Field | Client signature field for the account (Field name format is DataSet.Sign.FormID.Instance - e.g. 1own.Sign.12345.1) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| Sign | Signature Field | Rep signature field for the account (Field name format is DataSet.Sign.FormID.Instance - e.g. 1rep.Sign.12345.1) | REP | Rep Profile | 6/17/05 12:00 AM | NULL | Signature | NULL |
| Sign | Signature Field | Signature field for the account | FUNDSOURCE | FundSource | 9/29/12 9:42 AM | NULL | Signature | NULL |
| Sign1 | Signature Field 1 | Signature field for the account | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | Signature | NULL |
| Sign2 | Signature Field 2 | Signature field for the account | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | Signature | NULL |
| Sign3 | Signature Field 3 | Signature field for the account | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | Signature | NULL |
| Sign4 | Signature Field 4 | Signature field for the account | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr1 | Client Signature Address Address Line 1 | Address Line 1 | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr1 | Signature Address Address Line 1 | Address Line 1 | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr123 | Client Signature Address Address All Lines | Address All Lines | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr123 | Signature Address Address All Lines | Address All Lines | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr1234 | Client Signature Address Address All Lines w Suite | Address All Lines w Suite | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr1234 | Signature Address Address All Lines w Suite | Address All Lines w Suite | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr2 | Client Signature Address Address Line 2 | Address Line 2 | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr2 | Signature Address Address Line 2 | Address Line 2 | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr3 | Client Signature Address Address Line 3 | Address Line 3 | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr3 | Signature Address Address Line 3 | Address Line 3 | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr4 | Client Signature Address Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Addr4 | Signature Address Address Line 4 | Address Line 4 (not included in Addr123) | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.AddrType | Client Signature Address Address Type Indicator | Address Type Indicator | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.AddrType | Signature Address Address Type Indicator | Address Type Indicator | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.AddrUnitType | Client Signature Address Address Unit Type | Address Unit Type | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.AddrUnitType | Signature Address Address Unit Type | Address Unit Type | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Attn | Client Signature Address Attention Line | Attention address line | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Attn | Signature Address Attention Line | Attention address line | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.City | Client Signature Address Address City | Address City | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.City | Signature Address Address City | Address City | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.CityState | Client Signature Address City State | City State combined together | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.CityState | Signature Address City State | City State combined together | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.CityStateZip | Client Signature Address City State Zip | City State Zip combined together | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.CityStateZip | Signature Address City State Zip | City State Zip combined together | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Country | Client Signature Address Country | Country | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Country | Signature Address Country | Country | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.County | Client Signature Address County | County or Province | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.County | Signature Address County | County or Province | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Email | Client Signature Address Email Address | Email Address | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Email | Signature Address Email Address | Email Address | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.EndDate | Client Signature Address End Date | Date ended residency | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.EndDate | Signature Address End Date | Date ended residency | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Fax | Client Signature Address Fax | Fax | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Fax | Signature Address Fax | Fax | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.FaxComb | Client Signature Address Fax Comb | Fax Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.FaxComb | Signature Address Fax Comb | Fax Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.ForeignRoute | Client Signature Address Foreign Routing | Foreign routing or postal code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.ForeignRoute | Signature Address Foreign Routing | Foreign routing or postal code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.FullAddr | Client Signature Address Full Address | All address lines combined together | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.FullAddr | Signature Address Full Address | All address lines combined together | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Mobile | Client Signature Address Mobile | Mobile | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Mobile | Signature Address Mobile | Mobile | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Mobile0 | Client Signature Address Mobile Country Code | Mobile Country Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Mobile0 | Signature Address Mobile Country Code | Mobile Country Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Mobile1 | Client Signature Address Mobile Area Code | Mobile Area Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Mobile1 | Signature Address Mobile Area Code | Mobile Area Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Mobile2 | Client Signature Address Mobile Prefix | Mobile Prefix | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Mobile2 | Signature Address Mobile Prefix | Mobile Prefix | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Mobile3 | Client Signature Address Mobile Line Code | Mobile Line Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Mobile3 | Signature Address Mobile Line Code | Mobile Line Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.MobileComb | Client Signature Address Mobile Comb | Mobile Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.MobileComb | Signature Address Mobile Comb | Mobile Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Other | Client Signature Address Other | Other phone | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Other | Signature Address Other | Other phone | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Pager | Client Signature Address Pager | Pager | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Pager | Signature Address Pager | Pager | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone | Client Signature Address Phone | Phone | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone | Signature Address Phone | Phone | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone0 | Client Signature Address Phone Country Code | Phone Country Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone0 | Signature Address Phone Country Code | Phone Country Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone0Comb | Client Signature Address Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone0Comb | Signature Address Phone Country Code Comb Field | Phone Country Code Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone1 | Client Signature Address Phone Area Code | Phone Area Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone1 | Signature Address Phone Area Code | Phone Area Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone1Comb | Client Signature Address Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone1Comb | Signature Address Phone Area Code Comb Field | Phone Area Code Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone2 | Client Signature Address Phone Prefix | Phone Prefix | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone2 | Signature Address Phone Prefix | Phone Prefix | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone2Comb | Client Signature Address Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone2Comb | Signature Address Phone Prefix Comb Field | Phone Prefix Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone3 | Client Signature Address Phone Line Code | Phone Line Code | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone3 | Signature Address Phone Line Code | Phone Line Code | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone3Comb | Client Signature Address Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Phone3Comb | Signature Address Phone Line Code Comb Field | Phone Line Code Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PhoneComb | Client Signature Address Phone Comb | Phone Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PhoneComb | Signature Address Phone Comb | Phone Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PhoneExt | Client Signature Address Phone Extension | Phone Extension | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PhoneExt | Signature Address Phone Extension | Phone Extension | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PhoneNumFormat | Client Signature Address Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PhoneNumFormat | Signature Address Phone Number Format | Phone number format for international vs domestic numbers | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PrimaryAddress | Client Signature Address Primary Address | Primary Address | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PrimaryAddress | Signature Address Primary Address | Primary Address | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PrimaryEmail | Client Signature Address Primary Email | Primary Email | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PrimaryEmail | Signature Address Primary Email | Primary Email | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PrimaryPhone | Client Signature Address Primary Phone | Primary Phone | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.PrimaryPhone | Signature Address Primary Phone | Primary Phone | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.StartDate | Client Signature Address Start Date | Date started residency | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.StartDate | Signature Address Start Date | Date started residency | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.State | Client Signature Address Address State | Address State | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.State | Signature Address Address State | Address State | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Suite | Client Signature Address Suite | Address Suite | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Suite | Signature Address Suite | Address Suite | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.URL | Client Signature Address URL | Website address or URL | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.URL | Signature Address URL | Website address or URL | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Zip | Client Signature Address Address Zip | Address Zip | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.Zip | Signature Address Address Zip | Address Zip | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.ZipComb | Client Signature Address Address Zip Comb | Address Zip Comb Field | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Signature | NULL |
| SignAddr.ZipComb | Signature Address Address Zip Comb | Address Zip Comb Field | REP | Rep Profile | 10/24/05 12:00 AM | NULL | Signature | NULL |
| SignButtonText | Sign Button Text | Sign Button Text | QUIKFORMINFO | Quik | 1/13/11 1:00 PM | NULL | String | NULL |
| SignDate | Client Signature Date | Client Signature Date | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| SignDate | Signature Date | Signature Date | REP | Rep Profile | 6/17/05 12:00 AM | NULL | Date | 12/12/2004 |
| SignDate | Sign Date | Signature date for the account | FUNDSOURCE | FundSource | 9/29/12 9:42 AM | NULL | Signature | NULL |
| SignDateDD | Client Signature Date Day | Client Signature Date Day | CLIENT | Client Personal Info | 9/20/16 12:00 AM | NULL | String | 31 |
| SignDateMM | Client Signature Date Month | Client Signature Date Month | CLIENT | Client Personal Info | 9/20/16 12:00 AM | NULL | String | 8 |
| SignDateYY | Client Signature Date Year | Client Signature Date Year | CLIENT | Client Personal Info | 9/20/16 12:00 AM | NULL | String | 1984 |
| SignInitials | Sign Initials | Signing initials to acknowledge contract terms | CLIENT | Client Personal Info | 1/15/11 1:00 PM | NULL | Signature | JD |
| SignInitials | Sign Initials | Signing initials to acknowledge contract terms | REP | Client Personal Info | 1/15/11 1:00 PM | NULL | Signature | JD |
| SignInitialsDate | Sign Initials Date | Date signature initials were signed | FUNDSOURCE | FundSource | 3/5/18 9:22 PM | NULL | Signature | NULL |
| SignInitialsDateDD | Client Signature Initials Date Day | Client Signature Initials Date Day | CLIENT | Client Personal Info | 3/5/18 9:22 PM | NULL | String | 31 |
| SignInitialsDateMM | Client Signature Initials Date Month | Client Signature Initials Date Month | CLIENT | Client Personal Info | 3/5/18 9:22 PM | NULL | String | 8 |
| SignInitialsDateYY | Client Signature Initials Date Year | Client Signature Initials Date Year | CLIENT | Client Personal Info | 3/5/18 9:22 PM | NULL | String | 1984 |
| SignNow | If TRUE displays the SignButton field on top of the Submit button. | If TRUE displays the SignButton field on top of the Submit button. | QUIKFORMINFO | Quik | 1/13/11 1:00 PM | NULL | Empty | FALSE' |
| SignOpt | Optional Signature Field | Optional signature field (Field name format is DataSet.SignOpt.FormID.Instance - e.g. 1own.SignOpt.12345.1) | CLIENT | Client Personal Info | 5/8/15 3:12 PM | NULL | Signature | NULL |
| SignSubmitURL | Sign Submit URL | Sign Submit URL | QUIKFORMINFO | Quik | 1/13/11 1:00 PM | NULL | String | http://websvcs.quikforms.com/esign/docusign/sign.asmx |
| SignTitle | Signatory Title | Title, position or role of the person signing to indicate their authority to sign | CLIENT | Employer/Education | 9/29/13 2:00 PM | NULL | String | CEO |
| SignTitle | Signatory Title | Title, position or role of the person signing to indicate their authority to sign | REP | Employer/Education | 1/16/14 3:00 PM | NULL | String | CEO |
| SignTitle | Signatory Title | Title, position or role of the person signing to indicate their authority to sign | FUNDSOURCE | Employer/Education | 8/6/14 4:02 PM | NULL | String | CEO |
| SignTitleType | Signer Title Type | Type of title for signer | CLIENT | Employer/Education | 4/8/18 8:50 AM | NULL | Boolean | 1 = Owner |
| SIMPLEAdoptionType | SIMPLE Adoption Type | SIMPLE Adoption Type | ACCT | Account | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SIMPLEAmendmentDate | SIMPLE Amendment Date | SIMPLE Amendment Date | ACCT | Account | 8/14/23 2:17 PM | NULL | String | 1234 |
| SIMPLEBusName | SIMPLE Business Name | Name of business for SIMPLE IRA | ACCT | Account | 8/14/23 2:17 PM | NULL | String | Quik |
| SIMPLEGroupPlanNumber | SIMPLE Group Plan Number | Employer's Group Plan Number for SIMPLE IRA | ACCT | Account | 8/14/23 2:17 PM | NULL | String | 123ABC |
| SIMPLENewPlanDate | SIMPLE New Plan Date | SIMPLE New Plan Date | ACCT | Account | 8/14/23 2:17 PM | NULL | Date | 2/12/2019 |
| SIMPLEPriorPlanDate | SIMPLE Prior Plan Date | SIMPLE Prior Plan Date | ACCT | Account | 8/14/23 2:17 PM | NULL | Date | 2/12/2019 |
| Smoker | Smoker | Smoker | CLIENT | Client Personal Info | 6/19/05 12:00 AM | NULL | Boolean | 1 = Non-Smoker, 2 = Smoker |
| Solicited | Solicited | Indicates if the account transaction was solicited or unsolicited by the advisor. | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| SourceAcct | Account Acquisition Source | Account Acquisition Source | CLIENT | Advisor Suitability | 6/17/05 12:00 AM | NULL | String | Referral |
| SourceAcctOther | Account Acquisition Source Other | Account Acquisition Source Other | CLIENT | Advisor Suitability | 6/17/05 12:00 AM | NULL | String | Referral |
| SourceClient | Client Acquisition Source | Client acquisition source | CLIENT | Advisor Suitability | 6/17/05 12:00 AM | NULL | String | Referral |
| SourceClientOther | Client Acquisition Source Other | Client acquisition source other | CLIENT | Advisor Suitability | 6/17/05 12:00 AM | NULL | String | Referral |
| SourceIncome | Source of Income | Source of income if retired or unemployed | CLIENT | Suitability | 7/28/06 12:00 AM | NULL | String | Referral |
| SourceOfFunds | Source of funds for the account | Source of funds for the account | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | Bank Account |
| SpecialPurposeLine1 | Special Purpose Line 1 | Special Purpose Line 1 | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| SpecialPurposeLine2 | Special Purpose Line 2 | Special Purpose Line 2 | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| SpecifiedAdult | Specified Adult | Defined by FINRA as (A) a person age 18 or above that is unable to protect his/her own interests | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | 0=False; 1=True |
| SponsoringEmployer | Sponsoring Employer | Name of Employer Sponsoring the Plan | ACCT | Account | 8/14/23 2:17 PM | NULL | String | Quik! |
| SpouseConsentType | Spousal Consent Flag | Indicates if the proposed applicant/insured/annuitant has given consent for ERISA rights waiver. | ACCT | Account | 6/17/05 12:00 AM | NULL | String | Y/N/U |
| SrcOfFunds401kDistrib | 401k distribution source of funds | 401k distribution is the source of funds for the account | FUNDSOURCE | FundSource | 9/27/06 12:00 AM | NULL | Boolean | 1 |
| SrcOfFundsForcedDistrib | Forced distribution source of funds | Forced distribution due to retirement, divorce or death is the source of funds for the account | FUNDSOURCE | FundSource | 9/27/06 12:00 AM | NULL | Boolean | 1 |
| SrcOfFundsMoneyMarket | Money market fund source of funds | Money market fund is the source of funds for the account | FUNDSOURCE | FundSource | 9/27/06 12:00 AM | NULL | Boolean | 1 |
| SrcOfFundsNAV | NAV transfer source of funds | NAV transfer is the source of funds for the account | FUNDSOURCE | FundSource | 9/27/06 12:00 AM | NULL | Boolean | 1 |
| SrcOfFundsOther | Other source of funds | Other fund source is the source of funds for the account | FUNDSOURCE | FundSource | 9/27/06 12:00 AM | NULL | Boolean | 1 |
| SrcOfFundsSavings | Savings account source of funds | Bank savings or CD is the source of funds for the account | FUNDSOURCE | FundSource | 9/27/06 12:00 AM | NULL | Boolean | 1 |
| SrcOfFundsSecurities | Sale of securities source of funds | Sale of securities is the source of funds for the account | FUNDSOURCE | FundSource | 9/27/06 12:00 AM | NULL | Boolean | 1 |
| SSN | Social Security Number | Soc Sec Number | CLIENT | Client Personal Info | 6/17/05 12:00 AM | ###-##-#### | String | 123-23-2323 |
| SSN | Social Security Number | Social Security Number | REP | Rep Profile | 6/17/05 12:00 AM | ###-##-#### | Numeric | 123456789 |
| SSN | Social Security Number | Soc Sec Number | FUNDSOURCE | Client Personal Info | 8/6/15 5:30 PM | ###-##-#### | String | 123-23-2323 |
| SSN4 | SSN Last 4 Digits | Social Security Number Last Four Digits | CLIENT | Client Personal Info | 8/6/14 4:03 PM | #### | String | 1234 |
| SSN4 | SSN Last 4 Digits | Social Security Number Last Four Digits | REP | Rep Profile | 8/6/14 4:03 PM | #### | String | 1234 |
| SSN5 | SSN Last 5 Digits | Social Security Number Last Five Digits | CLIENT | Client Personal Info | 8/6/14 4:03 PM | #### | String | 12345 |
| SSN5 | SSN Last 5 Digits | Social Security Number Last Five Digits | REP | Rep Profile | 8/6/14 4:03 PM | #### | String | 12345 |
| SSNType | SSN Type | Indiciates if SSN contains a Tax ID | CLIENT | Client Personal Info | 6/19/05 12:00 AM | NULL | Boolean | 1 = SSN 2 = TaxID, 3 = Unavailable, 0 = Other |
| StateFedRegulator | State Federal Regulator | State or Federal Regulator | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | String | California |
| StateTax | State Tax Bracket | State Tax Bracket | CLIENT | Suitability | 6/17/05 12:00 AM | NULL | Numeric | 18 |
| StateTaxRange | State Tax Bracket Range | State Tax Bracket Range of values | CLIENT | Suitability | 11/22/07 12:00 AM | NULL | Numeric | 1 |
| StateWithholdAmt | Withholding Amount | The amount to be withheld if withholding is selected | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 1000 |
| StateWithholdPerc | Withholding Percent | The percent to be withheld if withholding is selected | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 0.25 |
| StateWithholdType | Tax Withholding Indicator | Yes or No for withholding | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 1 = YES, 2 = NO |
| StaticPortAMAggPerc | Static Port Actively Managed Aggressive Percentage | Static Port Actively Managed Aggressive Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortAMConPerc | Static Port Actively Managed Conservative Percentage | Static Port Actively Managed Conservative Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortAMModAggPerc | Static Port Actively Managed Moderate Aggressive Percentage | Static Port Actively Managed Moderate Aggressive Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortAMModConPerc | Static Port Actively Managed Moderate Conservative Percentage | Static Port Actively Managed Moderate Conservative Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortAMModPerc | Static Port Actively Managed Moderate Percentage | Static Port Actively Managed Moderate Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortAMSTPerc | Static Port Actively Managed ST Percentage | Static Port Actively Managed ST Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortIndexAggPerc | Static Port Index Aggressive Percentage | Static Port Index Aggressive Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortIndexConPerc | Static Port Index Conservative Percentage | Static Port Index Conservative Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortIndexModAggPerc | Static Port Index Moderate Aggressive Percentage | Static Port Index Moderate Aggressive Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortIndexModConPerc | Static Port Index Moderate Conservative Percentage | Static Port Index Moderate Conservative Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortIndexModPerc | Static Port Index Moderate Percentage | Static Port Index Moderate Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortIndexSTPerc | Static Port Index ST Percentage | Static Port Index ST Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| StaticPortMMPerc | Static Port MM Percentage | Static Port MM Percentage | CLIENT | Suitability | 9/7/23 12:00 AM | NULL | Numeric | 30 |
| SubAcct | Sub Account Name | Sub account name | PRODUCTITEM | Product | 6/17/05 12:00 AM | NULL | String | Growth Fund |
| SubReportType | New Subscription Report | New Subscription Report | ACCT | Account | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SuccessorsPerc | Successors Percentage | Total percentage of Account Designated for Successors | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| Suffix | Suffix | Suffix | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Sr. |
| Suffix | Suffix | Suffix | REP | Rep Profile | 6/17/05 12:00 AM | NULL | String | Jr. |
| Suffix | Suffix | Suffix | FUNDSOURCE | FundSource | 6/17/05 12:00 AM | NULL | String | Sr. |
| Suffix | Suffix | Suffix | LEGALREP | Client Personal Info | 7/22/20 10:53 AM | NULL | String | Sr. |
| SuitabilityReview | Suitability Reviewed | Indicates if agent has performed suitability analysis | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| SweepAcct | Sweep Account | Sweep account for holding balances awaiting investment | ACCT | Account | 9/18/18 1:56 PM | NULL | String | Core Account |
| SweepAcctType | Sweep Account Type | Type of sweep account used for holding balances awaiting investment | ACCT | Account | 9/20/18 1:56 PM | NULL | Boolean | 1 = FCASH |
| SwitchLetterReqdFA | SwitchLetterReqdFA | Checkbox to indicate if a switch letter is required for fixed annuity | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| SwitchLetterReqdMF | SwitchLetterReqdMF | Checkbox to indicate if a switch letter is required for mutual funds | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| SwitchLetterReqdUL | SwitchLetterReqdUL | Checkbox to indicate if a switch letter is required for universal life | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| SwitchLetterReqdVA | SwitchLetterReqdVA | Checkbox to indicate if a switch letter is required for variable annuity | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| TaxID | Tax ID | Tax ID if owner is a corporation, trust or other non-person entity | CLIENT | Client Personal Info | 6/17/05 12:00 AM | ##-####### | String | 12-3232323 |
| TaxState | Tax State | Tax State is the state the client is taxed in for this account | ACCT | Account | 6/17/05 12:00 AM | NULL | String | CA |
| TaxStatus | Tax Filing Status | Single, Married | ACCT | Account | 6/17/05 12:00 AM | NULL | String | S |
| TaxYear | Tax Year | The tax year to which the payment is being applied.Relates to Premium Type. | ACCT | Account | 6/19/05 12:00 AM | NULL | Numeric | 2004 |
| ThirdPartyAcctNum | Third Party Account Number | Third-Party Master Account Number | ACCT | Account | 8/14/23 2:17 PM | NULL | String | Test Account Number |
| Ticker | Product Ticker Symbol | Product Ticker Symbol | PRODUCTITEM | Product | 10/8/05 12:00 AM | NULL | String | IBM |
| TitleTypeAssistantSecretary | Title Type Assistant Secretary | Title or Capacity of Individual Assistant Secretary | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeAssistantTreasurer | Title Type Assistant Treasurer | Title or Capacity of Individual Assistant Treasurer | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeCEO | Title Type CEO | Title or Capacity of Individual CEO | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeCFO | Title Type CFO | Title or Capacity of Individual CFO | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeChairman | Title Type Chairman | Title or Capacity of Individual Chairman | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeCOO | Title Type COO | Title or Capacity of Individual COO | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeManager | Title Type Manager | Title or Capacity of Individual Manager | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeMember | Title Type Member | Title or Capacity of Individual Member | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeOther | Title Type Other | Title or Capacity of Individual Other | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeOtherDesc | Title Type Other Description | Title or Capacity of Individual Other Description | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | String | Test Description |
| TitleTypeOwner | Title Type Owner | Title or Capacity of Individual Owner | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypePartner | Title Type Partner | Title or Capacity of Individual Partner | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypePresident | Title Type President | Title or Capacity of Individual President | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeRepManager | Title Type Representative Manager | Title or Capacity of Individual Representative Manager | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeRepMember | Title Type Representative Member | Title or Capacity of Individual Representative Member | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeRepPartner | Title Type Representative Partner | Title or Capacity of Individual Representative Partner | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeSecretary | Title Type Secretary | Title or Capacity of Individual Secretary | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeTreasurer | Title Type Treasurer | Title or Capacity of Individual Treasurer | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TitleTypeVicePresident | Title Type Vice President | Title or Capacity of Individual Vice President | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TODAcctState | Account State for TOD Accounts | The state of tenancy in a transfer on death account | ACCT | Account | 6/14/13 5:00 PM | NULL | String | California |
| TODIndividualExecutionDate | TOD Individual Agreement Execution Date | Transfer On Death Individual Agreement Execution Date | ACCT | Account | 10/11/06 12:00 AM | NULL | Date | 1/1/2006 |
| TODJointExecutionDate | TOD Joint Agreement Execution Date | Transfer On Death Joint Agreement Execution Date | ACCT | Account | 10/11/06 12:00 AM | NULL | Date | 1/1/2006 |
| TODNumOwners | Number of Owners TOD Account | Number of account owners in a transfer on death account | ACCT | Account | 6/14/13 5:00 PM | NULL | String | 1 |
| TODOwnerRelationship | Owner Relationship for TOD Accounts | Relationship of the owners in a transfer on death account | ACCT | Account | 6/14/13 5:00 PM | NULL | String | Son |
| TotalAmt | Total Amount | Total Amount for account | ACCT | Account | 6/17/05 12:00 AM | NULL | Numeric | 1000000 |
| TotalAmtType | Total Policy Amount Qualifier (for 1035 vs Issue Amount) | Total Policy Amount Qualifier (for 1035 vs Issue Amount) | ACCT | Account | 6/17/05 12:00 AM | NULL | String | ERISA |
| TotalAnnualDistPerc | Total Annual Distribution Percentage | Total Annual Distribution Percentage | ACCT | Account | 8/9/23 3:02 PM | NULL | String | Test Account Number |
| TotalContribution | Total Contribution | Total Contribution | ACCT | Account | 9/7/23 12:00 AM | NULL | String | 1234ABC |
| TotalIRADistType | Total IRA Distribution Type | Total IRA Distribution Type | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Cash and Securities |
| TradeConfirms | Trade Confirmations | Indicates how trade confirmations are sent | ACCT | Account | 6/15/16 1:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TradingAuth | Trading Authorization | Trading Authorization | ACCT | Account | 5/25/22 2:54 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TradingDisbursementAuth | Trading Disbursement Authorization | Trading and Disbursement Authorization for Checks and Journals | ACCT | Account | 5/25/22 2:54 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TradingObj | Trading Objective | A trading strategy signifies your approval for that strategy and all the strategies listed above it. | ACCT | Account | 3/20/20 12:01 PM | NULL | Boolean | 1 = Covered Writing |
| TransactionID | Transaction ID | Transaction ID | ACCT | Account | 5/12/23 3:05 PM | NULL | String | 12345ABCDE |
| TransferAltInv | Transfer Alternative Investments | All or some of the assets are Alternative Investments and a completed Alternative Investment Addendum and Custody Agreement is on file. | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TransferBrokerageAssetsInKindType | Transfer Brokerage Assets In Kind Type | Transfer Brokerage Assets In Kind (Full or Partial) | PRODUCTITEM | Product | 5/12/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TransferOnDeath | Transfer on Death Flag | Indicates if account shoud transfer on death | ACCT | Account | 6/17/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TransferPurchDate | TransferPurchDate | Original purchase date for the transferred assets | ACCT | Account | 9/25/06 12:00 AM | NULL | Date | 9/23/2006 |
| TransferSoldBy | TransferSoldBy | Checkbox to indicate who sold the transferred assets | ACCT | Account | 9/27/06 12:00 AM | NULL | Boolean | 1 = Myself |
| TransferType | Type of Transfer | Transfer Type (in kind, liquidate) | ACCT | Account | 10/12/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TransferType | Type of Transfer | Transfer Type (in kind, liquidate) | PRODUCTITEM | Product | 10/12/05 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TransferType1035 | TransferType1035 | Checkbox to indicate the type of asset transfer for 1035 exchanges | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| TransferTypeIRARollover | TransferTypeIRARollover | Checkbox to indicate the type of asset transfer for IRA rollover accounts | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| TransferTypeNonQual | TransferTypeNonQual | Checkbox to indicate the type of asset transfer for non-qualified accounts | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| TransferTypeQual | TransferTypeQual | Checkbox to indicate the type of asset transfer for qualified accounts | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| TransferTypeRoth | TransferTypeRoth | Checkbox to indicate the type of asset transfer for Roth IRA accounts | ACCT | Account | 9/25/06 12:00 AM | NULL | Boolean | YES |
| TransType | Quik! Transaction Type | Quik! Transaction Type | QUIKFORMINFO | Quik | 6/17/05 12:00 AM | NULL | String | New Account |
| TribeGovernedTrust | Tribe Governed Trust | This is a tribe-governed trust that is created by the tribe or tribal members on reservation land and under tribal laws | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TrustAmendDate | Trust Amendment Date | Latest Amendment Date | CLIENT | Client Personal Info | 3/20/20 12:01 PM | NULL | Date | 2/12/2019 |
| TrustAmended | Trust Amended | Has the original Trust Agreement been amended? | CLIENT | Client Personal Info | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TrustAmendRestated | Trust Amend Restated | Has the original Trust Agreement been amended or restated? | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TrustCheckingActivity | Trust Checking Account Activity | Anticipated activity on Trust checking account (writing checks, ATM withdrawals) | ACCT | Account | 1/8/24 12:28 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TrusteeAppointmentType | Trustee Appointment Type | Trustee Appointment Type | CLIENT | Client Personal Info | 9/7/23 12:00 AM | NULL | Boolean | 1 = Yes |
| TrusteeGrantorTrust | Trustee Grantor Trust | Is this Trustee also a Granter of the Trust? | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TrusteeName | Trustee Name | Name of the person or entity who acts as the beneficiary for the person or entity the role represents (e.g. beneficiary trustee) | CLIENT | Client Personal Info | 2/25/22 1:45 PM | NULL | String | Thomas |
| TrusteeRights | Trustee Rights | Indicates if trustees for an account can act independently or must work together to perform account actions | ACCT | Account | 10/13/06 12:00 AM | NULL | Boolean | 0=Other, 1=Independent, 2=Joint |
| TrusteeType | Trustee Type | Type of Trustee | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TrustGovernedState | Trust Governed State | State in which the trust is governed by | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | String | California |
| TrustJurisdiction | Trust Jurisdiction | This Trust is governed by the laws of which jurisdiction? | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | String | California |
| TrustOutsideUS | Trust Outside US | Was this trust organized outside of the Unites States or is this a Statutory Trust? | CLIENT | Client Personal Info | 3/18/20 12:01 PM | NULL | String | 0=False; 1=True |
| TrustRestated | Trust Restated | Has the original Trust Agreement been restated? | CLIENT | Client Personal Info | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TrustRestatementDate | Trust Restatement Date | Latest Restatement Date | CLIENT | Client Personal Info | 8/14/23 2:17 PM | NULL | Date | 2/12/2019 |
| TrustType | Trust Type | Trust Type | CLIENT | Client Personal Info | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| TWBPerc | Taxable Wage Base Percentage | Percent of the Taxable Wage Base (TWB) | ACCT | Account | 8/14/23 2:17 PM | NULL | Numeric | 30 |
| Undefined | Undefined | This field stores all fields that do not have a QFD definition | USERDEFINED | UserDefined | 1/20/11 1:00 PM | NULL | String | txt1.01 |
| Under10PercOrgOwnership | Under 10 Percentage Organization Ownership | Check here if no single individual or Legal Entity/Trust owns >10% of this Organization. You agree to notify Schwab if or when someone owns >10% of the Organization in the future. If checked, complete the following for Authorized Individuals and at least one Control Person (e.g., principals, directors, officers, and managing members). | CLIENT | Client Personal Info | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| UnearnedIncome.AmtHigh | Unearned Income High Amount Value | Actual or top-end amount in range | CLIENT | Suitability | 11/1/15 5:58 PM | NULL | Numeric | NULL |
| UnearnedIncome.AmtLow | Unearned Income Low Amount Value | Low-end amount | CLIENT | Suitability | 11/1/15 5:58 PM | NULL | Numeric | NULL |
| UnearnedIncome.Desc | Unearned Income Desc | Description of the asset or expense | CLIENT | Suitability | 11/1/15 5:58 PM | NULL | Numeric | NULL |
| UnearnedIncome.Range | Unearned Income Range of Values | Range of values | CLIENT | Suitability | 11/1/15 5:58 PM | NULL | Numeric | NULL |
| UnearnedIncome.RangeOther | Unearned Income Range of Values Other | Range of values other than indicated | CLIENT | Suitability | 11/1/15 5:58 PM | NULL | Numeric | NULL |
| UnearnedIncome.Timeframe | Unearned Income Timeframe | Timeframe for when the asset or expense is used or incurred | CLIENT | Suitability | 11/1/15 5:58 PM | NULL | Numeric | NULL |
| UnearnedIncome.Type | Unearned Income Type of Value | Type of value | CLIENT | Suitability | 11/1/15 5:58 PM | NULL | Numeric | NULL |
| USCentralBank | US Central Bank | Client represents a US Central Bank | ACCT | Account | 4/7/16 7:23 PM | NULL | Boolean | Yes, No |
| UseFUWForms | Use Fully Underwritten Forms | Flag to indicate if fully underwritten forms should be used regardless of the case | RULE | Rule | 10/29/10 12:00 PM | NULL | Boolean | TRUE' |
| UseNewForms | Use New Forms | Indicates if new forms should be used because the forms the client has are already outdated | RULE | Rule | 10/29/10 12:00 PM | NULL | Boolean | TRUE' |
| User01 | User Defined Field 01 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User02 | User Defined Field 02 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User03 | User Defined Field 03 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User04 | User Defined Field 04 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User05 | User Defined Field 05 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User06 | User Defined Field 06 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User07 | User Defined Field 07 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User08 | User Defined Field 08 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User09 | User Defined Field 09 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User10 | User Defined Field 10 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User11 | User Defined Field 11 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User12 | User Defined Field 12 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User13 | User Defined Field 13 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User14 | User Defined Field 14 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User15 | User Defined Field 15 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User16 | User Defined Field 16 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User17 | User Defined Field 17 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User18 | User Defined Field 18 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User19 | User Defined Field 19 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User20 | User Defined Field 20 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User21 | User Defined Field 21 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User22 | User Defined Field 22 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User23 | User Defined Field 23 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User24 | User Defined Field 24 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User25 | User Defined Field 25 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User26 | User Defined Field 26 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User27 | User Defined Field 27 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User28 | User Defined Field 28 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User29 | User Defined Field 29 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User30 | User Defined Field 30 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User31 | User Defined Field 31 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User32 | User Defined Field 32 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User33 | User Defined Field 33 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User34 | User Defined Field 34 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User35 | User Defined Field 35 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User36 | User Defined Field 36 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User37 | User Defined Field 37 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User38 | User Defined Field 38 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User39 | User Defined Field 39 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User40 | User Defined Field 40 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User41 | User Defined Field 41 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User42 | User Defined Field 42 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User43 | User Defined Field 43 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User44 | User Defined Field 44 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User45 | User Defined Field 45 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User46 | User Defined Field 46 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User47 | User Defined Field 47 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User48 | User Defined Field 48 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User49 | User Defined Field 49 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| User50 | User Defined Field 50 | Hidden user-defined field that users of Quik! Enterprise Software can define and use to pass values with form data | USERDEFINED | UserDefined | 6/17/05 12:00 AM | NULL | String | User defined |
| UserID | Quik! User ID | Quik! User ID (assigned by Quik! Enterprise database) | QUIKFORMINFO | Quik | 3/15/08 12:00 AM | NULL | Numeric | 12346091 |
| Username | Quik! Customer's Username | Quik! Customer's Username | QUIKFORMINFO | Quik | 7/12/06 12:00 AM | NULL | String | A12345 |
| USRegBD | U.S. Registered Broker Dealer | You are associated with a U.S. registered Broker-Dealer that is different than the Broker-Dealer that will hold this account. | CLIENT | Suitability | 12/20/23 1:17 PM | NULL | Boolean | Yes, No |
| USRegIA | U.S. Registered Investment Advisor | You are associated with a U.S. Registered Investment Advisor. | CLIENT | Suitability | 12/20/23 1:17 PM | NULL | Boolean | Yes, No |
| USRegIC | U.S. Registered Investment Company | You are associated with a U.S. Registered Investment Company. | CLIENT | Suitability | 12/20/23 1:17 PM | NULL | Boolean | Yes, No |
| USRegisteredBD | US Registered Broker Dealer | US Registered Broker Dealer | CLIENT | Client Personal Info | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| Visa.ArrivalCity | Visa Document Arrival City | Arrival City | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.ArrivalDate | Visa Document Arrival Date | Date of Arrival | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.ArrivalState | Visa Document Arrival State | Arrival State | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.DepartDate | Visa Document Depart Date | Date of Departure | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.ExactFName | Visa Document Exact First Name | Exact First Name on ID Document | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.ExactFullName | Visa Document Exact Fullname | Exact Fullname on ID Document | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.ExactLName | Visa Document Exact Last Name | Exact Last Name on ID Document | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.ExactMName | Visa Document Exact Middle Name | Exact Middle Name on ID Document | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.ID | Visa Document Document Number | Identification Document Number | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDCopied | Visa Document Photocopy Obtained | Flag to indicate if a copy of the identification document was obtained | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDCountry | Visa Document Issuing Country | Identification Document Country | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDExpire | Visa Document Expiration Date | Identification Document Expiration Date | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDIssueDate | Visa Document Issuance Date | Identification Document Issuance Date | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDIssuer | Visa Document ID Issuer | Entity issuing the ID or document (Issuing Post Name) | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDState | Visa Document Issuing State | Identification Document State | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDStatus | Visa Document ID Status | ID Status (including immigration or non-immigration status) | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDType | Visa Document Type | Identification Document Type | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDTypeOther | Visa Document ID Type Other | Used to identify the ID document type in a text box | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDVerified | Visa Document Verified | Identification Document Verified | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDVerifiedNotes | Visa Document Verification Notes | Identification Document Verified | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDVerifyContact | Visa Document ID Verification Contact Name | Name of contact who verified ID | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDVerifyDate | Visa Document Verification Date | Date ID was verified | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| Visa.IDVerifyMethod | Visa Document ID Verification Method | ID verification method | CLIENT | Client Personal Info | 7/24/17 11:30 AM | NULL | String | NULL |
| VM.Addr1 | Voicemail Address Line 1 | Address Line 1 | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Addr123 | Voicemail Address All Lines | Address All Lines | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Addr1234 | Voicemail Address All Lines w Suite | Address All Lines w Suite | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Addr2 | Voicemail Address Line 2 | Address Line 2 | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Addr3 | Voicemail Address Line 3 | Address Line 3 | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Addr4 | Voicemail Address Line 4 | Address Line 4 (not included in Addr123) | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.AddrType | Voicemail Address Type Indicator | Address Type Indicator | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.AddrUnitType | Voicemail Address Unit Type | Address Unit Type | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Attn | Voicemail Attention Line | Attention address line | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.City | Voicemail Address City | Address City | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.CityState | Voicemail City State | City State combined together | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.CityStateZip | Voicemail City State Zip | City State Zip combined together | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Country | Voicemail Country | Country | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.County | Voicemail County | County or Province | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Email | Voicemail Email Address | Email Address | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.EndDate | Voicemail End Date | Date ended residency | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Fax | Voicemail Fax | Fax | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.FaxComb | Voicemail Fax Comb | Fax Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.ForeignRoute | Voicemail Foreign Routing | Foreign routing or postal code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.FullAddr | Voicemail Full Address | All address lines combined together | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Mobile | Voicemail Mobile | Mobile | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Mobile0 | Voicemail Mobile Country Code | Mobile Country Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Mobile1 | Voicemail Mobile Area Code | Mobile Area Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Mobile2 | Voicemail Mobile Prefix | Mobile Prefix | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Mobile3 | Voicemail Mobile Line Code | Mobile Line Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.MobileComb | Voicemail Mobile Comb | Mobile Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Other | Voicemail Other | Other phone | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Pager | Voicemail Pager | Pager | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Phone | Voicemail Phone | Phone | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Phone0 | Voicemail Phone Country Code | Phone Country Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Phone0Comb | Voicemail Phone Country Code Comb Field | Phone Country Code Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Phone1 | Voicemail Phone Area Code | Phone Area Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Phone1Comb | Voicemail Phone Area Code Comb Field | Phone Area Code Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Phone2 | Voicemail Phone Prefix | Phone Prefix | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Phone2Comb | Voicemail Phone Prefix Comb Field | Phone Prefix Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Phone3 | Voicemail Phone Line Code | Phone Line Code | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Phone3Comb | Voicemail Phone Line Code Comb Field | Phone Line Code Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.PhoneComb | Voicemail Phone Comb | Phone Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.PhoneExt | Voicemail Phone Extension | Phone Extension | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.PhoneNumFormat | Voicemail Phone Number Format | Phone number format for international vs domestic numbers | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.PrimaryAddress | Voicemail Primary Address | Primary Address | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.PrimaryEmail | Voicemail Primary Email | Primary Email | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.PrimaryPhone | Voicemail Primary Phone | Primary Phone | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.StartDate | Voicemail Start Date | Date started residency | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.State | Voicemail Address State | Address State | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Suite | Voicemail Suite | Address Suite | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.URL | Voicemail URL | Website address or URL | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.Zip | Voicemail Address Zip | Address Zip | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VM.ZipComb | Voicemail Address Zip Comb | Address Zip Comb Field | CLIENT | Client Personal Info | 4/7/16 7:23 PM | NULL | String | NULL |
| VolatilityTolerance | Volatility Tolerance | D. The degree to which the value of an investment rises and falls is referred to as its "volatility." With respect to your investments, how much volatility are you willing to accept? | CLIENT | Investment Profile | 9/7/23 12:00 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WalkInClient | Walk In Client | Client met after walking in off street | CLIENT | Advisor Suitability | 4/8/16 6:12 PM | NULL | String | Yes |
| WD.AcctName | Systematic Withdrawals Account Name | Name of account or fund to distribute funds to | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.Amt | Systematic Withdrawals Amount | Payment amount | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.DistType | Systematic Withdrawals Distribution Type | Periodic Distribution Type | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.EndPmtDate | Systematic Withdrawals End Payment Date | Date of final payment or when periodic payments end | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.FirstPmtDate | Systematic Withdrawals First Payment Date | Date of first payment | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.Freq | Systematic Withdrawals Payment Frequency | Frequency to perform payments | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.Instr | Systematic Withdrawals Payment Instructions | Instructions for payments | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.Method | Systematic Withdrawals Payment Method | Method to distribute payment | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.MethodAcctNum | Systematic Withdrawals Account Number | Account number to distribute payments to/from | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.MethodAddr | Systematic Withdrawals Name and Address | Name and address to distribute payments | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Addr1 | Systematic Withdrawals Address Address Line 1 | Address Line 1 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Addr123 | Systematic Withdrawals Address Address All Lines | Address All Lines | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Addr1234 | Systematic Withdrawals Address Address All Lines w Suite | Address All Lines w Suite | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Addr2 | Systematic Withdrawals Address Address Line 2 | Address Line 2 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Addr3 | Systematic Withdrawals Address Address Line 3 | Address Line 3 | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Addr4 | Systematic Withdrawals Address Address Line 4 | Address Line 4 (not included in Addr123) | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.AddrType | Systematic Withdrawals Address Address Type Indicator | Address Type Indicator | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.AddrUnitType | Systematic Withdrawals Address Address Unit Type | Address Unit Type | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Attn | Systematic Withdrawals Address Attention Line | Attention address line | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.City | Systematic Withdrawals Address Address City | Address City | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.CityState | Systematic Withdrawals Address City State | City State combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.CityStateZip | Systematic Withdrawals Address City State Zip | City State Zip combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Country | Systematic Withdrawals Address Country | Country | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.County | Systematic Withdrawals Address County | County or Province | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Email | Systematic Withdrawals Address Email Address | Email Address | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.EndDate | Systematic Withdrawals Address End Date | Date ended residency | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Fax | Systematic Withdrawals Address Fax | Fax | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.FaxComb | Systematic Withdrawals Address Fax Comb | Fax Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.ForeignRoute | Systematic Withdrawals Address Foreign Routing | Foreign routing or postal code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.FullAddr | Systematic Withdrawals Address Full Address | All address lines combined together | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Mobile | Systematic Withdrawals Address Mobile | Mobile | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Mobile0 | Systematic Withdrawals Address Mobile Country Code | Mobile Country Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Mobile1 | Systematic Withdrawals Address Mobile Area Code | Mobile Area Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Mobile2 | Systematic Withdrawals Address Mobile Prefix | Mobile Prefix | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Mobile3 | Systematic Withdrawals Address Mobile Line Code | Mobile Line Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.MobileComb | Systematic Withdrawals Address Mobile Comb | Mobile Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Other | Systematic Withdrawals Address Other | Other phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Pager | Systematic Withdrawals Address Pager | Pager | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Phone | Systematic Withdrawals Address Phone | Phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Phone0 | Systematic Withdrawals Address Phone Country Code | Phone Country Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Phone0Comb | Systematic Withdrawals Address Phone Country Code Comb Field | Phone Country Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Phone1 | Systematic Withdrawals Address Phone Area Code | Phone Area Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Phone1Comb | Systematic Withdrawals Address Phone Area Code Comb Field | Phone Area Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Phone2 | Systematic Withdrawals Address Phone Prefix | Phone Prefix | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Phone2Comb | Systematic Withdrawals Address Phone Prefix Comb Field | Phone Prefix Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Phone3 | Systematic Withdrawals Address Phone Line Code | Phone Line Code | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Phone3Comb | Systematic Withdrawals Address Phone Line Code Comb Field | Phone Line Code Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.PhoneComb | Systematic Withdrawals Address Phone Comb | Phone Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.PhoneExt | Systematic Withdrawals Address Phone Extension | Phone Extension | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.PhoneNumFormat | Systematic Withdrawals Address Phone Number Format | Phone number format for international vs domestic numbers | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.PrimaryAddress | Systematic Withdrawals Address Primary Address | Primary Address | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.PrimaryEmail | Systematic Withdrawals Address Primary Email | Primary Email | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.PrimaryPhone | Systematic Withdrawals Address Primary Phone | Primary Phone | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.StartDate | Systematic Withdrawals Address Start Date | Date started residency | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.State | Systematic Withdrawals Address Address State | Address State | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Suite | Systematic Withdrawals Address Suite | Address Suite | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.URL | Systematic Withdrawals Address URL | Website address or URL | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.Zip | Systematic Withdrawals Address Address Zip | Address Zip | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.O.ZipComb | Systematic Withdrawals Address Address Zip Comb | Address Zip Comb Field | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.PmtDestType | Systematic Withdrawals Payment Destination Type | Destination type for the payment (e.g. address of record, alternate payee, alternate address) | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WD.RequestType | Systematic Withdrawals Request Type | Periodic Distributions Request Type | ACCT | Investment Profile | 10/24/05 12:00 AM | NULL | String | NULL |
| WealthSourceCapitalGains | Wealth Source Capital Gains | Wealth Source Capital Gains | CLIENT | Suitability | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceDispositionAssets | Wealth Source Disposition Assets | Wealth Source Disposition of Assets | CLIENT | Suitability | 8/16/23 6:55 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceFamilyInheritance | Wealth Source Family Inheritance | Wealth Source Family, Relatives, Inheritance | CLIENT | Suitability | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceGambling | Wealth Source Gambling | Wealth Source Gambling | CLIENT | Suitability | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceGifts | Wealth Source Gifts | Wealth Source Gifts | CLIENT | Suitability | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceInvention | Wealth Source Invention | Wealth Source Invention, Patent | CLIENT | Suitability | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceInvestorAssetsContribution | Wealth Source Investor Assets Contribution | Wealth Source Investor Assets Contribution | CLIENT | Suitability | 8/16/23 6:55 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceLitigationAward | Wealth Source Litigation Award | Wealth Source Litigation Award | CLIENT | Suitability | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceLottery | Wealth Source Lottery | Wealth Source Lottery | CLIENT | Suitability | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceOrgIncome | Wealth Source Organization Income | Wealth Source Organization Income | CLIENT | Suitability | 8/16/23 6:55 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceOrgOffering | Wealth Source Organization Offering | Wealth Source Organization Offering | CLIENT | Suitability | 8/16/23 6:55 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourcePrivatePlacement | Wealth Source Private Placement | Wealth Source Private Placement | CLIENT | Suitability | 8/16/23 6:55 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceSalary | Wealth Source Salary | Wealth Source Salary, Wages, Savings | CLIENT | Suitability | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceSale | Wealth Source Sale | Wealth Source Sale of Property or Business | CLIENT | Suitability | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceSaleProperty | Wealth Source Sale Property | Wealth Source Sale of Property | CLIENT | Suitability | 8/16/23 6:55 AM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| WealthSourceSSBenefits | Wealth Source Social Security Benefits | Wealth Source Social Security Benefits | CLIENT | Suitability | 8/9/23 3:02 PM | NULL | Boolean | 0 = FALSE, 1 = TRUE |
| Weight | Client Weight | Client Weight | CLIENT | Client Personal Info | 6/17/05 12:00 AM | NULL | String | Free flow text |
| Wire2ndBankInfo | Wire 2nd Bank Info | Wire Second Bank Information | FUNDSOURCE | FundSource | 3/18/20 12:01 PM | NULL | String | 1 |
| WireABANum | Wire ABA Routing Number | ABA routing number for wire recipient bank | FUNDSOURCE | FundSource | 4/7/22 12:58 PM | NULL | String | 1234-52343 |
| WireAcctNum | Wire Account Number | Account number at wire recipient bank | FUNDSOURCE | FundSource | 4/7/22 12:58 PM | NULL | String | ABC12300 |
| WireAmt | Wire Amount | Wire Amount | FUNDSOURCE | FundSource | 4/26/22 12:36 PM | NULL | String | 100000 |
| WireBR | Wire Branch Address and Phone | Wire recipient bank branch address | FUNDSOURCE | FundSource | 4/7/22 12:58 PM | NULL | String | Branch Address Fields |
| WireCompany | Wire Company | Wire recipient bank name | FUNDSOURCE | FundSource | 4/7/22 12:58 PM | NULL | String | Bank of Someplace |
| WireDate | Projected Wire Date | Projected date when wire transfer will take place. | PRODUCTITEM | Product | 10/29/10 12:00 PM | NULL | Date | 12/22/2010 |
| WireFirstParty | Wire FirstParty | Wire First Party | FUNDSOURCE | FundSource | 3/18/20 12:01 PM | NULL | String | 1 |
| WireFurtherCredName | Wire Further Credit Name | Wire Further Credit Name | FUNDSOURCE | FundSource | 3/18/20 12:01 PM | NULL | String | 1 |
| WireFurtherCredNum | Wire Further Credit Number | Wire Further Credit Number | FUNDSOURCE | FundSource | 3/18/20 12:01 PM | NULL | String | 1 |
| WirePurpose | Wire Purpose | Wire Purpose | FUNDSOURCE | FundSource | 3/20/20 12:01 PM | NULL | String | Funding an account |
| WirePurpose2 | Wire Purpose Line 2 | Wire Purpose Line 2 | FUNDSOURCE | FundSource | 3/20/20 12:01 PM | NULL | String | Funding an account |
| WireReg | Wire Registration | Wire Registration | FUNDSOURCE | FundSource | 4/26/22 12:36 PM | NULL | String | Checking for ABC Corp |
| WireStandingInstr | Wire StandingInstr | Standing Instructions For Wire Request | FUNDSOURCE | FundSource | 3/18/20 12:01 PM | NULL | String | Use these wire instructions for future wires |
| WireThirdParty | Wire ThirdParty | Wire Third Party | FUNDSOURCE | FundSource | 3/18/20 12:01 PM | NULL | String | 1 |
| WireUltBeneName | Wire Ultimate Beneficiary Name | Wire Ultimate Beneficiary Name | FUNDSOURCE | FundSource | 3/18/20 12:01 PM | NULL | String | 1 |
| WithholdAmtType | Withholding Amount Type | Defines whether the withholding is for State or Federal taxes | ACCT | Account | 6/17/05 12:00 AM | NULL | String | None |
| YearMetClient | Year Client Was Met | Year the client was met by the rep | CLIENT | Advisor Suitability | 4/8/16 6:12 PM | NULL | String | 1998 |
| YearsKnown | Years Client Has Been Known | Years Client Has Been Known | CLIENT | Advisor Suitability | 6/17/05 12:00 AM | NULL | Numeric | 10 |
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