Client Intake - Finmentum

Primary Account Holder

Your personal and contact information.

First Name

Required

Middle Name

Last Name

Required

Date of Birth

Use MM/DD/YYYY

Social Security Number

Use XXX-XX-XXXX

Home Address

Required

City

Required

State

Required

ZIP

Required

Preferred Email

Enter a valid email

Mobile Phone

Required

Employment Status

Required

Spouse / Partner

Same details for your spouse or partner.

First Name

Required

Middle Name

Last Name

Required

Date of Birth

Use MM/DD/YYYY

Social Security Number

Use XXX-XX-XXXX

Home Address

Required

City

Required

State

Required

ZIP

Required

Preferred Email

Enter a valid email

Mobile Phone

Required

Employment Status

Required

Custodial Accounts

Add up to 6 children. UTMA/UGMA accounts require a Social Security Number for each minor.

Beneficiaries

Beneficiaries receive the account assets in the event of your passing.

Client Intake Form

Primary Account Holder

Spouse / Partner

Custodial Accounts

Beneficiaries

Thank you.