Financial Professional Authorization

Financial Professional Authorization

Account Owners Can Authorize An RIA To Have Three Levels Of Account Management Access.

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RIA Authorization can be provided using
page 3 of the paper enrollment form.

ways to gain account authorization as an RIA

1

Level 1 - Account Inquiry Access

Authorized to obtain information about Account(s); change address of record and receive duplicate Account statements.*

2

Level 2 - Account Inquiry Access, Contributions and Exchanges

Authorized to obtain information about Account(s); change address of record; receive duplicate Account statements; add or update bank information; make a contribution and change Investment Options for the Account(s).*

3

Level 3 - Account Inquiry Access, Contributions, Exchanges, and Withdrawals

Authorized to obtain information about Account(s); change address of record; receive duplicate Account statements; add or update bank information; make a contribution; change Investment Options and withdraw from the Account(s).*

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