NEW CLIENT INFO INTAKE

INTERNAL USE ONLY

IMPORTANT: DO NOT, send this page to a prospect or client.

Use the form below to submit new client information into the JB Wealth CRM

CLIENT INTAKE SURVEY

INTERNAL FORM

IMPORTANT: Copy & Paste the following contact information from an existing CRM contact record to ensure data matching with an existing contact record. Note: If a new email and phone is used, a new contact record will be created.

Note: Phone & Email fields below will determine contact record matching

Phone Field Instruction: Copy & Paste Phone Number from existing Jucebox CRM Contact Record to insure intake info is matched to existing record. e.g. 222-867-5309

Email Field Instruction: Copy & Paste email address from existing Jucebox CRM Contact Record to insure intake info is matched to existing record

Action Item: Request and Add Client Social Security Number (SSN) to Client's Secure ID Info Sheet. (Prequisite: Create Clients Secure ID Info Sheet, in respective client folder in Google Shared Drive)

Client Info

What is the current Client Status? (i.e. Prospect or Client)
Who is the client's IAR?
What Custodian will the client be using with JB Wealth? (i.e. Fidelity or American Funds)

Field Instruction: Select all models that apply

Funding Info (GEN)

REMINDER: Submit to Save This form does NOT autosave. You must submit the form to save the information you've entered to the respective contact record

Field Instruction: i.e. How will you be funding your investment accounts with JB Wealth Advisors and our preferred Custodian Fidelity?

Funding Info (Cash)

REMINDER: Submit to Save This form does NOT autosave. You must submit the form to save the information you've entered to the respective contact record

Account Info #1 [A1C]

Funding via CASH (i.e. Check, Cash, or similar)

i.e How will the client be funding their account?
i.e. What type of NEW Investment Account would you like this account to be? (Select one)
$

Account Info #2 [A2C]

Funding via CASH (i.e. Check, Cash, or similar)

i.e How will the client be funding their account?
i.e. What type of NEW Investment Account would you like this account to be? (Select one)
$

Account Info #3 [A3C]

Funding via CASH (i.e. Check, Cash, or similar)

i.e How will the client be funding their account?
i.e. What type of NEW Investment Account would you like this account to be? (Select one)
$

Funding Info (Transfer)

REMINDER: Submit to Save This form does NOT autosave. You must submit the form to save the information you've entered to the respective contact record

Account Info #1 [A1T]

Funding via Transfer

i.e Which Custodian is this Investment Account currently with? e.g. Fidelity or Vanguard
i.e. What is account type is this Investment Account? (Select one)
$
i.e. Have you provided a recent Account Statement to the JB Wealth team for this account?

Secure File Upload: If Client needs to submit statements, provide the following Secure File Upload link for submission: https://clients.jbwealthadvisors.com/file

Account Info #2 [A2T]

Funding via Transfer

i.e Which Custodian is this Investment Account currently with? e.g. Fidelity or Vanguard
i.e. What is account type is this Investment Account? (Select one)
$
i.e. Have you provided a recent Account Statement to the JB Wealth team for this account?

Secure File Upload: If Client needs to submit statements, provide the following Secure File Upload link for submission: https://clients.jbwealthadvisors.com/file

Account Info #3 [A3T]

Funding via Transfer

i.e Which Custodian is this Investment Account currently with? e.g. Fidelity or Vanguard
i.e. What is account type is this Investment Account? (Select one)
$
i.e. Have you provided a recent Account Statement to the JB Wealth team for this account?

Secure File Upload: If Client needs to submit statements, provide the following Secure File Upload link for submission: https://clients.jbwealthadvisors.com/file

SUBMIT

Copyright © 2024 JB Wealth Advisors, LLC. All rights reserved