Fidelity Investments Institutional Wealth Services Online Forms Library

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Fidelity Investments Institutional Wealth Services
Brokerage Account Application
Lit No: 1.9872064.100
Revised: 03/01/2018
Form ID: 481
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
Premiere Select IRA Application
Lit No: 1.748000.127
Revised: 03/01/2018
Form ID: 617
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
Premiere Select Roth IRA Conversion
Lit No: 1.466620.113
Revised: 05/01/2018
Form ID: 622
Publish: 09/06/2018
Details
Fidelity Investments Institutional Wealth Services
Premiere Select IRA Beneficiary Designation
Lit No: 1.719046.110
Revised: 03/01/2017
Form ID: 3486
Publish: 10/05/2017
Details
Fidelity Investments Institutional Wealth Services
Premiere Select IRA One-Time Distribution Request
Lit No: 1.735279.120
Revised: 06/01/2018
Form ID: 3487
Publish: 08/07/2018
Details
Fidelity Investments Institutional Wealth Services
Asset Movement Authorization
For Brokerage Accounts, or Premiere Select Retirement Accounts
Lit No: 1.821653.109
Revised: 03/01/2018
Form ID: 12887
Publish: 03/20/2018
Details
Fidelity Investments Institutional Wealth Services
Checkwriting and Visa Gold Check Card Request
ATM/Debit
Lit No: 1.799578.108
Revised: 06/01/2016
Form ID: 12889
Publish: 07/20/2017
Details
Fidelity Investments Institutional Wealth Services
Premiere Select IRA Periodic Distribution Request
Lit No: 1.735280.114
Revised: 06/01/2018
Form ID: 12894
Publish: 07/17/2018
Details
Fidelity Investments Institutional Wealth Services
Personal Withdrawal Service Nonretirement
Lit No: 1.771658.107
Revised: 06/01/2018
Form ID: 12895
Publish: 07/17/2018
Details
Fidelity Investments Institutional Wealth Services
Self-Employed 401(k) Kit
Lit No: 1.866722.104
Revised: 03/01/2018
Form ID: 12896
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
Standing Payment Instructions
Lit No: 1.821624.115
Revised: 06/01/2018
Form ID: 12897
Publish: 08/07/2018
Details
Fidelity Investments Institutional Wealth Services
Transfer of Assets
Lit No: 1.726855.113
Revised: 09/01/2016
Form ID: 12898
Publish: 11/11/2016
Details
Fidelity Investments Institutional Wealth Services
Journal Request Gifting
Lit No: 1.774629.107
Revised: 06/01/2018
Form ID: 13030
Publish: 07/17/2018
Details
Fidelity Investments Institutional Wealth Services
Check Request Nonretirement
Lit No: 1.9890536.101
Revised: 07/01/2018
Form ID: 13032
Publish: 08/07/2018
Details
Fidelity Investments Institutional Wealth Services
SMA Business Kit
Separately Managed Account Application/Business
Lit No: 1.827587.124
Revised: 05/01/2018
Form ID: 13092
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
SMA IRA Kit
Separately Managed Account Application/IRA
Lit No: 1.806233.123
Revised: 03/01/2018
Form ID: 13094
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
Business Account Application
Lit No: 1.787499.128
Revised: 03/01/2018
Form ID: 18048
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
Address Change
Lit No: 1.801166.103
Revised: 05/01/2013
Form ID: 22531
Publish: 08/12/2013
Details
Fidelity Investments Institutional Wealth Services
Premiere Select RMD Calculation Request
Premiere Select Required Minimum Distribution (RMD) Calculation Request
Lit No: 1.782562.103
Revised: 04/01/2013
Form ID: 22534
Publish: 08/03/2015
Details
Fidelity Investments Institutional Wealth Services
Duplicate Account Information Request
Lit No: 1.771659.104
Revised: 06/01/2013
Form ID: 22535
Publish: 08/07/2018
Details
Fidelity Investments Institutional Wealth Services
SIMPLE IRA Employee Kit
Lit No: 1.820616.108
Revised: 03/01/2018
Form ID: 22536
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
Account Document Householding
Lit No: 1.834726.107
Revised: 03/01/2017
Form ID: 22537
Publish: 08/23/2018
Details
Fidelity Investments Institutional Wealth Services
SIMPLE IRA Employer Kit
Lit No: 1.740783.118
Revised: 11/01/2017
Form ID: 22538
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
Add Advisor to Fidelity Personal Investments Accts
Lit No: 1.848179.105
Revised: 03/01/2018
Form ID: 25732
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
Fidelity Retirement Plan Automatic Withdrawal Req
Lit No: 1.749593.115
Revised: 07/01/2018
Form ID: 26377
Publish: 09/17/2018
Details
Fidelity Investments Institutional Wealth Services
Advisor Authorization and Termination
Lit No: 1.539958.113
Revised: 03/01/2018
Form ID: 26379
Publish: 05/16/2018
Details
Fidelity Investments Institutional Wealth Services
Non-Fidelity Prototype Retirement Acct Application
Lit No: 1.923194.104
Revised: 03/01/2018
Form ID: 26456
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
Self Employed 401K Contribution Remittance
Lit No: 1.823050.101
Revised: 03/01/2010
Form ID: 29928
Publish: 08/12/2013
Details
Fidelity Investments Institutional Wealth Services
RIA BrokerageLink Authorization & Termination
Lit No: 1.803079.106
Revised: 07/01/2015
Form ID: 29929
Publish: 12/01/2015
Details
Fidelity Investments Institutional Wealth Services
Money Purchase Plan Kit
Lit No: 1.940550.104
Revised: 12/01/2015
Form ID: 29930
Publish: 03/22/2016
Details
Fidelity Investments Institutional Wealth Services
Fidelity Retirement Plan One-Time Distribution
Request
Lit No: 1.9863491.102
Revised: 03/01/2017
Form ID: 29931
Publish: 06/05/2017
Details
Fidelity Investments Institutional Wealth Services
Profit Sharing Plan Kit
Lit No: 1.940190.104
Revised: 12/01/2015
Form ID: 29955
Publish: 03/22/2016
Details
Fidelity Investments Institutional Wealth Services
Alternative Investments Addendum & Cust. Agreement
Lit No: 1.816300.107
Revised: 01/01/2016
Form ID: 33844
Publish: 07/20/2017
Details
Fidelity Investments Institutional Wealth Services
Collateral Account Journal & Distribution Request
Lit No: 1.778858.110
Revised: 06/01/2018
Form ID: 33845
Publish: 09/12/2018
Details
Fidelity Investments Institutional Wealth Services
Outgoing Foreign Currency Wire
Lit No: 1.895498.104
Revised: 03/01/2017
Form ID: 33846
Publish: 09/06/2018
Details
Fidelity Investments Institutional Wealth Services
Outgoing International Bank Wire
Lit No: 1.816298.108
Revised: 06/01/2017
Form ID: 33847
Publish: 09/06/2018
Details
Fidelity Investments Institutional Wealth Services
Third-Party Disbursement and Standing Instructions
Advisor Attestation
Lit No: 1.964472.102
Revised: 08/01/2018
Form ID: 33848
Publish: 09/06/2018
Details
Fidelity Investments Institutional Wealth Services
Wire Procedure Opt-Out Request
Lit No: 1.964471.100
Revised: 07/01/2013
Form ID: 33849
Publish: 08/12/2013
Details
Fidelity Investments Institutional Wealth Services
Name Change
Lit No: 1.793174.102
Revised: 12/01/2016
Form ID: 33871
Publish: 10/24/2017
Details
Fidelity Investments Institutional Wealth Services
529 Distribution Request
for Advisor Managed Accounts
Lit No: 1.961938.103
Revised: 04/01/2017
Form ID: 34169
Publish: 09/24/2018
Details
Fidelity Investments Institutional Wealth Services
Options Account Application
Lit No: 1.532775.114
Revised: 03/01/2018
Form ID: 34170
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
Schedule A Prime Brokerage Trading Request
Lit No: 1.930181.101
Revised: 09/01/2013
Form ID: 34171
Publish: 09/06/2013
Details
Fidelity Investments Institutional Wealth Services
Control Agreement for Collateral Accounts
Lit No: 1.827284.105
Revised: 04/01/2016
Form ID: 36492
Publish: 11/22/2016
Details
Fidelity Investments Institutional Wealth Services
Document Redirection Authorization
Lit No: 1.804915.104
Revised: 03/01/2014
Form ID: 36493
Publish: 05/28/2014
Details
Fidelity Investments Institutional Wealth Services
Taxpayer ID Certification Substitute W-9
Lit No: 1.966173.100
Revised: 12/01/2013
Form ID: 36494
Publish: 05/28/2014
Details
Fidelity Investments Institutional Wealth Services
Margin Account Supplemental Application
Lit No: 1.533065.114
Revised: 12/01/2015
Form ID: 36495
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
Prime Brokerage Trade Away Solutions
Lit No: 1.951168.102
Revised: 06/01/2018
Form ID: 36496
Publish: 09/06/2018
Details
Fidelity Investments Institutional Wealth Services
Periodic Investments
Lit No: 1.965652.101
Revised: 06/01/2018
Form ID: 36497
Publish: 09/06/2018
Details
Fidelity Investments Institutional Wealth Services
Power of Attorney Affidavit
Lit No: 1.759930.103
Revised: 04/01/2014
Form ID: 36498
Publish: 01/26/2016
Details
Fidelity Investments Institutional Wealth Services
Power of Attorney Authorization - CW
All states except NY
Lit No: 1.901966.103
Revised: 05/01/2015
Form ID: 36499
Publish: 01/26/2016
Details
Fidelity Investments Institutional Wealth Services
Power of Attorney Authorization - NY
Lit No: 1.925859.102
Revised: 04/01/2014
Form ID: 36500
Publish: 01/26/2016
Details
Fidelity Investments Institutional Wealth Services
Prime Brokerage Services Agreement
Lit No: 1.536087.108
Revised: 04/01/2014
Form ID: 36501
Publish: 11/03/2015
Details
Fidelity Investments Institutional Wealth Services
Separately Managed Account-NF Prototype Retirement
Lit No: 1.925203.105
Revised: 07/01/2018
Form ID: 36503
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
Trustee Certification of Investment Powers
Lit No: 1.793173.103
Revised: 03/01/2018
Form ID: 39237
Publish: 06/11/2018
Details
Fidelity Investments Institutional Wealth Services
Transfer on Death
Lit No: 1.832998.102
Revised: 03/01/2017
Form ID: 39796
Publish: 04/03/2018
Details
Fidelity Investments Institutional Wealth Services
Simple IRA Plan Maintenance
Lit No: 1.9864414.100
Revised: 05/13/2015
Form ID: 41301
Publish: 06/03/2015
Details
Fidelity Investments Institutional Wealth Services
Simple IRA PlanManager Authorization
Lit No: 1.843091.103
Revised: 05/13/2015
Form ID: 41302
Publish: 05/28/2015
Details
Fidelity Investments Institutional Wealth Services
Irrevocable Stock or Bond Power
Lit No: 1.738847.111
Revised: 10/01/2012
Form ID: 41381
Publish: 05/28/2015
Details
Fidelity Investments Institutional Wealth Services
Gift/Re-Register Request
Lit No: 1.9864855.100
Revised: 03/01/2015
Form ID: 41382
Publish: 05/28/2015
Details
Fidelity Investments Institutional Wealth Services
Request for Sale Non-Affiliate Kit
Lit No: 1.945721.100
Revised: 05/01/2015
Form ID: 41383
Publish: 06/03/2015
Details
Fidelity Investments Institutional Wealth Services
Request for Sale Under Prospectus
Lit No: 1.9864857.100
Revised: 03/01/2015
Form ID: 41384
Publish: 05/20/2015
Details
Fidelity Investments Institutional Wealth Services
Memo Extension Request
Control/Restricted Securities
Lit No: 1.9864821.100
Revised: 03/01/2015
Form ID: 41385
Publish: 05/28/2015
Details
Fidelity Investments Institutional Wealth Services
Request for Sale Affiliate Kit
Lit No: 1.945721.100
Revised: 05/01/2015
Form ID: 41386
Publish: 06/03/2015
Details
Fidelity Investments Institutional Wealth Services
Third-Party Checkwriting Authorization
Lit No: 1.831384.102
Revised: 05/01/2015
Form ID: 41647
Publish: 06/03/2015
Details
Fidelity Investments Institutional Wealth Services
Individual-Directed Account Application/Business
Lit No: 1.828892.109
Revised: 03/01/2018
Form ID: 47816
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
Individual-Directed Account Application / IRA
Lit No: 1.778573.114
Revised: 03/01/2018
Form ID: 47817
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
Partial Delivery Account Transfer Request
Lit No: 1.793172.103
Revised: 04/01/2017
Form ID: 57356
Publish: 08/03/2017
Details
Fidelity Investments Institutional Wealth Services
Multiple Margin Request
Lit No: 1.803168.103
Revised: 03/01/2014
Form ID: 57357
Publish: 08/01/2017
Details
Fidelity Investments Institutional Wealth Services
Request for Transaction (LOI)
Lit No: 1.896775.104
Revised: 02/01/2017
Form ID: 57358
Publish: 08/01/2017
Details
Fidelity Investments Institutional Wealth Services
Registered Investment Advisor Authorization
Lit No: 1.834582.106
Revised: 09/01/2017
Form ID: 58656
Publish: 09/14/2017
Details
Fidelity Investments Institutional Wealth Services
IRA Transfer Request for Spouse Beneficiary
Lit No: 1.808235.103
Revised: 09/01/2013
Form ID: 60941
Publish: 02/22/2018
Details
Fidelity Investments Institutional Wealth Services
Beneficial Ownership For Entities
Lit No: 1.936475.103
Revised: 07/01/2018
Form ID: 61291
Publish: 09/06/2018
Details
Fidelity Investments Institutional Wealth Services
Beneficial Ownership For Trusts
Lit No: 1.936457.103
Revised: 05/01/2018
Form ID: 61292
Publish: 09/06/2018
Details
Fidelity Investments Institutional Wealth Services
Business Account Certification
Lit No: 1.9886004.100
Revised: 03/01/2018
Form ID: 61293
Publish: 04/10/2018
Details
Fidelity Investments Institutional Wealth Services
FFOS Business Account Application
Lit No: 1.832533.112
Revised: 03/01/2018
Form ID: 61295
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
FFOS Premier Select IRA Application
Lit No: 1.832534.111
Revised: 03/01/2018
Form ID: 61296
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
FFOS Brokerage Account App Personal Registration
Lit No: 1.9886482.100
Revised: 03/01/2018
Form ID: 61297
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
FFOS Separately Managed Accout App Business
Lit No: 1.832536.112
Revised: 03/01/2018
Form ID: 61298
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
FFOS Separately Managed Premier Select IRA
Lit No: 1.832537.110
Revised: 03/01/2018
Form ID: 61299
Publish: 04/10/2018
Details
Fidelity Investments Institutional Wealth Services
FFOS Separately Managed Accout App Personal
Lit No: 1.9886484.100
Revised: 03/01/2018
Form ID: 61300
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
FFOS Separately Managed Trust Accout App
Lit No: 1.9886485.100
Revised: 03/01/2018
Form ID: 61301
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
SMA Personal Kit
Lit No: 1.9885545.100
Revised: 03/01/2018
Form ID: 61303
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
SMA Trust Kit
Lit No: 1.9886481.101
Revised: 05/01/2018
Form ID: 61304
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
Trust Account Application
Lit No: 1.9872072.100
Revised: 03/01/2018
Form ID: 61306
Publish: 10/22/2018
Details
Fidelity Investments Institutional Wealth Services
Premier Select Inherited IRA App For Trust
Lit No: 1.9887273.100
Revised: 03/01/2018
Form ID: 61310
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
Premier Select Inherited IRA App
For Spouses, Non-spouse Individuals(including minors,and estates.
Lit No: 1.9887257.100
Revised: 03/01/2018
Form ID: 61311
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
Premier Select Inherited IRA App for Entities
Lit No: 1.9887462.100
Revised: 03/01/2018
Form ID: 61312
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
Individual-Directed Trust Account Application
Lit No: 1.9887140.100
Revised: 01/01/2018
Form ID: 61552
Publish: 09/27/2018
Details
Fidelity Investments Institutional Wealth Services
Individual-Directed Brokerage Acct App Personal
Personal Registration.
Lit No: 1.9887141.100
Revised: 03/01/2018
Form ID: 61553
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
Collateral Account Application
Lit No: 1.788940.109
Revised: 03/01/2018
Form ID: 61554
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
IDA Select Inherited IRA
Lit No: 1.9888259.100
Revised: 03/01/2018
Form ID: 61884
Publish: 04/25/2018
Details
Fidelity Investments Institutional Wealth Services
IDA Inherited IRA Application for Entities
Lit No: 1.9888768.100
Revised: 03/01/2018
Form ID: 61885
Publish: 09/19/2018
Details
Fidelity Investments Institutional Wealth Services
IDA Inherited IRA for Trusts
Lit No: 1.9888260.100
Revised: 03/01/2018
Form ID: 61886
Publish: 04/26/2018
Details
Fidelity Investments Institutional Wealth Services
SAM Change Request
Lit No: 1.9890553.100
Revised: 06/01/2018
Form ID: 62944
Publish: 07/24/2018
Details
Fidelity Investments Institutional Wealth Services
SMA Additional Acct Request Trust & Entities
Lit No: 1.9890474.100
Revised: 05/01/2018
Form ID: 62945
Publish: 07/24/2018
Details
Fidelity Investments Institutional Wealth Services
SMA Additonal Acct Request Personal Registration
Lit No: 1.9889091.100
Revised: 05/01/2018
Form ID: 62946
Publish: 07/05/2018
Details
Fidelity Investments Institutional Wealth Services
SMA Addendum
Lit No: 1.9866079.102
Revised: 03/01/2018
Form ID: 62947
Publish: 07/05/2018
Details
Fidelity Investments Institutional Wealth Services
Trust Custody Transfer of Assets
for Unlike Registration Instructions.
Lit No: 1.804786.105
Revised: 03/01/2018
Form ID: 63433
Publish: 08/07/2018
Details
Fidelity Investments Institutional Wealth Services
EFT/Bank Wire Request Nonretirement
Lit No: 1.9884987.101
Revised: 07/01/2018
Form ID: 63434
Publish: 08/07/2018
Details
Fidelity Investments Institutional Wealth Services
Earnings Distribution Request Nonretirement
Lit No: 1.832750.101
Revised: 07/01/2018
Form ID: 63435
Publish: 08/07/2018
Details
Fidelity Investments Institutional Wealth Services
403(b) Account Application
Lit No: 1.837775.105
Revised: 09/01/2018
Form ID: 63449
Publish: 09/24/2018
Details
Fidelity Investments Institutional Wealth Services
Account Access Rights - Advisor Managed Accounts
Lit No: 1.896836.105
Revised: 06/01/2015
Form ID: 63631
Publish: 08/23/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
College Counts 529 Fund --NEW--
College SAVE --NEW--
CollegeBound 529 --NEW--
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Cunat
CV Data Center
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds - Salient Partners
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Great-West Financial
Greenbacker
Griffin Capital
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Hennessy Funds
Highland Capital Management
Hines
Homestead Funds
Horizon Investments
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
James Advantage Funds --NEW--
Jensen Funds
JLL Income Property Trust
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment
MFS Investment Management
Midland IRA
Midland National Life
Midland Retirement Distributors
Moody National REIT II
MVP Reit
Nassau Re --NEW--
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions
Nationwide Annuities
Nationwide Insurance
Natixis Funds
NEST 529 Advisor Plan --NEW--
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Old Mutual
OneAmerica Securities
Oppenheimer Funds
Owl Rock
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Peachtree Hotel Group --NEW--
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
RBC Capital Markets
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
S2K Financial
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
Talcott Resolution - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Government
VALIC
Van Eck Global
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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