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Onboarding Questionnaire -JotForm Template + Training
A form designed to gather data from a new client, including information needed to start investment account opening or transfer paperwork.
Click here to test a sample form
Conditionally show/hide partner or spouse data
Create custom PDF from submission data
Send confirmation (with PDF) to user and advisor
May be used to send data to CRM software; check with your compliance team
Terms & Conditions of Sale