New Client Profile Intake Forms
With the switch from TDA to Schwab, we're looking to update our Client Profile intake form that we use with new clients to obtain all the info needed to prepare new account paperwork. We're going to try and make it look “pretty" at the same time. Does anyone have an intake form (.pdf, Jotform link, etc.) they really like that they’d be willing to share for inspiration?
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Lisa Albers
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New Client Profile Intake Forms
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