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New Client Intake Form

This brief questionnaire helps us prepare your account setup and better understand your investment goals. It typically takes to complete.

After submitting the form, you will receive a secure email to complete your digital onboarding process and finalize your advisory agreement and identity verification.

Section 1: Basic Information

Legal First Name

Legal Last Name

Preferred Name (optional)

Date of Birth

Email Address

Phone Number

Section 2: Address and 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: Investment Context

These questions help us understand your experience and preferences

How would you describe your general investment knowledge?

How would you describe your general investment knowledge?
A
B
C
D

Which investment types are you familiar with?

Which investment types are you familiar with?

Please rank the following investment objectives in order of importance

Helpful Definitions
• Income - investors seek a maximum amount of income given their risk tolerance, and are willing to forgo capital appreciation and growth of income. 
• Growth & Income - investors seek current income, but also seek income and capital growth over time. These investors are willing to forgo a portion of current income in order to seek potential future growth. 
• Growth - Investors do not seek account income and their primary objective is capital appreciation.
• Tax Advantage - Emphasize tax efficient investment strategies.
• Speculation - Higher risk strategies seeking higher potential return.
Please rank the following investment objectives in order of importance
1
1
1
1
1

Which best describes your tolerance for investment risk?

Helpful Definitions:

• Risk Tolerance- Conservative: investors seek maximum growth consistent with a relatively modest degree of risk. They are willing to accept lower potential returns in exchange for lower risk. Equities may be a significant percentage of the account. 

• Risk Tolerance- Moderate: investors seek to balance the potential risk of capital loss with their goal of higher potential growth. Equities may be the primary asset in the account. 

• Risk Tolerance- Aggressive: investors seek a significant level of growth, are financially able and willing to risk losing a substantial portion of investment capital, and due to their long-term time horizon or other factors, they employ higher risk, more aggressive strategies that may offer higher potential returns. Higher risk investments such as equities may be as much as 100% of the account.

Which best describes your tolerance for investment risk?
A
B
C

How long until you expect to start drawing out funds?

How long until you expect to start drawing out funds?
A
B
C
D

Primary goal for this money (select all that apply)

Primary goal for this money (select all that apply)

How do you generally feel during market volatility?

How do you generally feel during market volatility?
A
B
C

Section 5 - 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 6: Investment Mindset

When markets decline meaningfully (25%+), which best describes you?

When markets decline meaningfully (25%+), which best describes you?
A
B
C

If your portfolio declined meaningfully in a difficult year, which statement feels closest?

If your portfolio declined meaningfully in a difficult year, which statement feels closest?
A
B
C

Section 7: 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?