Get Started Form — Open Trail Financial Consultants

Welcome!

We are excited and honored that you want us to join you on your financial journey. Please fill out the form below and be sure NOT to include any sensitive data (such as social security number or account numbers) for your protection. Once you submit this information, someone from the Open Trail team will reach out to get acquainted with you and, if necessary, gather additional information required to open an account with us.

Legal Name

First Name

Last Name

Home Address

Cannot be a P.O. Box.

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Mailing Address - Optional

Please provide a mailing address if different from your legal address.

Preferred Phone

(###)

###

####

Date of Birth

YYYY

Marital Status

Employment Status

Employer or School Address

Please complete if you are employed or self-employed.

Occupation Title

Please complete if you are employed or self-employed.

Name of Employer or School

Please complete if you are employed, self-employed, or a student.

CHECK ALL THAT APPLY or "NONE" - Are you, your spouse or any immediate family member/dependents:

A political Official?

Associated with the securities industry.

A director or 10%+ shareholder or policy-making officer of a publicly traded company.

A senior military, governmental, or political official of a NON-US country.

NONE of the above apply.

Annual Income

An approximate rounded number is appropriate. Do not use commas.

Net worth

An approximate rounded number is appropriate. Do not use commas.

Net Investable Assets

An approximate rounded number is appropriate. May differ from Net Worth. Do not use commas.

Annual Expenses

An approximate rounded number is appropriate. Do not use commas.

Special Expenses

Do you have any special expenses coming up? This includes one-time large expenses such as buying a car, buying a home, school payments, health bills, etc.. Include notes about this in "Message" section below. An approximate rounded number is appropriate. Do not use commas.

Tax Bracket (%)

A whole percent is appropriate.

Type of Account I'd like to Open

Choose one here. If you are interested in opening multiple accounts or transferring existing accounts, please provide more details in the message box below. Be sure NOT to include account numbers.

Risk Tolerance

What best describes your style of investing?

Investment Objective

Trusted Contact - Optional

Would you like to add a trusted contact to your account? If so please include their full legal name, relation, contact information (address, phone, email).

Add Beneficiaries

This applies to retirement accounts and TOD accounts. Add a beneficiary to your account. Please provide their full legal name, date of birth, relation, contact information (address, phone, email) below. Also include if they are a Primary or Contingent and what % each beneficiary should receive. We may follow up for their SSN.

Preferred Method of Contact

Let us know how would prefer to be contacted by our office. We may have to make exceptions at times, but we will do our best to use your preferred method.

How do you want to receive reports?

How often would you like to meet?

How do you prefer to sign documents?

Message

Anything else we should know, or any questions you'd like us to address? Let us know here.

I AGREE

By clicking " I AGREE", I confirm that I am authorized to share this information with Open Trail Financial Consultants. I also acknowledge that by submitting this information, I am indicating that Open Trail Financial Consultants should reach out to gather the additional information needed to open an investment account. Your information will be used for this purpose only.

I agree