Account Management

Use this optional form to give other individuals certain rights pertaining to your account. By completing the Interested Party section, you can allow our office to provide information about your account (such as balances, or the status of transactions) to the Interested Party.

• Fax, scan or DocuSign accepted

Use this optional form to give other individuals certain rights pertaining to your account. By completing the Limited Power of Attorney section you are authorizing that individual to conduct transactions within your account.

• Original documentation and notary required (if mailed in)
• DocuSign also accepted (no notary required)

Use this form to designate or change the beneficiaries for your account. This form is not required when opening a new account, as the information is incorporated into the application. Use this form to name or change beneficiaries at any time after your account has been established.

• Original documentation or DocuSign required.

Use this form to update or change the address on file for your account. All acceptable “Proof of Address” types are noted on the form.

• Fax, scan or DocuSign accepted

This form confirms your understanding of certain important aspects of your self-directed account. 

• Original documentation and notary or DocuSign required.