Primary client and household members. Names here feed account ownership later.
Upload front of license. OCR auto-fills DL #, state, issue & expiration for the Kingswood PDF packet.
Household-level income, net worth, and regulatory affiliations.
This questionnaire is for the overall client relationship / household — not a single account. RTQs may be completed at the household level for all portfolios/accounts. Your responses help you and your advisor discuss an appropriate risk profile; they do not guarantee any investment outcome.
Add each account to include. Owner choices come from household members above. After you continue, we walk through investment objective & risk for each account, then one Beneficiaries step for all accounts (household risk tolerance was already captured).
Select who should receive this packet, then certify and submit.
Submission received
Your advisor will review your packet and reach out soon. Booking a meeting is optional and does not change your submission.
Opens Calendly for the selected advisor.