Client Onboarding Form

User Guide: Wealth Management Onboarding Form

This user guide will help you navigate and complete the Global Wealth Management Client Onboarding Form efficiently.

Overview

The onboarding form is designed to collect all necessary information to establish a wealth management relationship. It consists of six main sections:

1. Personal Information
2. Contact Information
3. Financial Information
4. Account Information
5. Beneficiary Information
6. Disclosures & Agreements

How to Complete the Form

General Instructions

• Fields marked with a red asterisk (*) are required
• Have your personal and financial documents ready before starting
• Complete all sections in order
• Review your information before submitting

Section-by-Section Guide

1. Personal Information

• First/Last Name: Provide your legal name as it appears on government-issued identification
• Date of Birth: Use the calendar picker or enter in YYYY-MM-DD format
• Citizenship: List your country of citizenship
• Marital Status: Select the option that best describes your current status
• SSN: Enter your full Social Security Number
• Occupation/Employer: Provide your current job title and company name

2. Contact Information

• Email: Provide an email address you check regularly
• Phone Numbers: Include both primary and alternate contact numbers
• Address: Enter your complete residential address

3. Financial Information

• Income/Net Worth: Select the appropriate ranges from the dropdown menus
• Investment Experience: Honestly assess your experience level with investments
• Risk Tolerance: Consider your comfort with potential investment fluctuations
• Investment Objectives: Check all that apply to your financial goals

4. Account Information

• Account Type: Select the type of account you wish to open
• Funding Method: Choose how you'll initially fund the account
• Initial Investment: Enter the amount you plan to invest initially
• Recurring Contributions: Select if you plan to make regular additional contributions

5. Beneficiary Information

• Provide full names, relationships, and percentage allocations for beneficiaries
• Ensure percentages add up to 100% if allocating to multiple beneficiaries

6. Disclosures & Agreements

• Read all disclosures carefully
• Provide your signature (type your full name) and today's date

Technical Notes

Browser Compatibility

This form works best with:

• Chrome (version 70+)
• Firefox (version 65+)
• Safari (version 12+)
• Edge (version 79+)

Printing the Form

• Click the "Print Form" button at the bottom of the page
• The form will automatically format for printing
• Review the print preview before finalizing

Data Security

• The form does not currently save data automatically
• Consider printing or saving a copy for your records before closing the browser
• For security, do not use public computers to complete sensitive forms

Troubleshooting

Common Issues

• Form won't submit: Check that all required fields (marked with *) are completed
• Date field not working: Ensure you're using a supported browser
• Dropdown menus not responding: Try refreshing the page

Getting Help

If you encounter technical difficulties:

1. Try refreshing the page
2. Ensure you're using a supported browser
3. Contact Global Wealth Management support at (555) 123-4567 or support@globalwealth.com

Next Steps

After completing the form:

1. Print a copy for your records
2. Contact your wealth management advisor to discuss next steps
3. Be prepared to provide documentation to verify the information submitted

Privacy Notice

All information provided is kept confidential and secure in accordance with our privacy policy and regulatory requirements.