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Existing Client Transfer Form

This brief questionnaire helps us prepare your account setup and better understand your investment goals. It should take less than 5 minutes to complete.

Section 1: Basic Information

Legal First Name

Legal Last Name

Preferred Name (optional)

Section 2: Address & Residency

Primary Street Address

City

State

Zip Code

Country of Residence

Length at Current Address

U.S Citizen?

U.S Citizen?
A
B

Section 3: Employment

Employment Status

Employment Status
A
B
C
D

Employer Name

Employer Address

Job Title

Length Employed with Current Employer

Approximate Annual Household Income

Approximate Annual Household Income
A
B
C
D

Approximate Household Net Worth

Approximate Household Net Worth
A
B
C
D

SECTION 4 - Existing Accounts & Transfers

Do you expect to transfer existing investment accounts to Revel?

Do you expect to transfer existing investment accounts to Revel?
A
B
C

Section 5: Communication Preferences

How often would you like updates from Revel?

Updates include our , as well as .
How often would you like updates from Revel?
A
B
C
D

Preferred method of communication

Preferred method of communication
A
B
C

Anything else we should know?