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FolioFN
Electronic Funds Transfer Autho - Institutional
EFT
Lit No:
Revised: 12/04/2015
Form ID: 14266
Publish: 04/28/2017
Details
FolioFN
Account Transfer - Investing
Investing
Lit No:
Revised: 11/11/2016
Form ID: 14269
Publish: 10/30/2017
Details
FolioFN
IRA Maintenance Fee-Check Deposit - Investments
Investments
Lit No:
Revised: 09/25/2012
Form ID: 30914
Publish: 11/20/2012
Details
FolioFN
IRA Distribution - Investing
Investing
Lit No:
Revised: 10/21/2015
Form ID: 30915
Publish: 10/30/2017
Details
FolioFN
Beneficiary IRA Account Amendment - Investing
Investing
Lit No:
Revised: 04/20/2015
Form ID: 30916
Publish: 10/30/2017
Details
FolioFN
Account Transfer LOA - Investing
Letter of Authorization
Lit No:
Revised: 04/10/2015
Form ID: 30917
Publish: 10/30/2017
Details
FolioFN
IRA/Roth IRA Rollover Certification - Investing
Investing
Lit No:
Revised: 09/25/2012
Form ID: 30919
Publish: 11/19/2012
Details
FolioFN
SIMPLE IRA- Employee Certification - Institutional
Institutional
Lit No:
Revised: 10/21/2016
Form ID: 31482
Publish: 04/28/2017
Details
FolioFN
SIMPLE IRA- Employer Certification - Institutional
Institutional
Lit No:
Revised: 10/21/2016
Form ID: 31483
Publish: 04/28/2017
Details
FolioFN
IRA Beneficiary Designation - Institutional
Institutional
Lit No:
Revised: 08/18/2017
Form ID: 31484
Publish: 08/23/2017
Details
FolioFN
Account Certifications - Institutional
Institutional
Lit No:
Revised: 08/12/2016
Form ID: 31488
Publish: 04/28/2017
Details
FolioFN
IRA Distribution - Institutional
Institutional
Lit No:
Revised: 12/04/2015
Form ID: 31490
Publish: 05/08/2017
Details
FolioFN
Beneficiary IRA Account Amendment - Institutional
Institutional
Lit No:
Revised: 04/20/2015
Form ID: 31491
Publish: 04/28/2017
Details
FolioFN
Client Account Information - Institutional
Institutional
Lit No:
Revised: 08/25/2017
Form ID: 31566
Publish: 10/30/2017
Details
FolioFN
Designated Beneficiary Application - Investments
Investments
Lit No:
Revised: 03/01/2013
Form ID: 31948
Publish: 04/02/2013
Details
FolioFN
IRA/Roth IRA Rollover Certification -Institutional
Institutional
Lit No:
Revised: 09/25/2012
Form ID: 31986
Publish: 03/11/2013
Details
FolioFN
Account Transfer - Institutional
Institutional
Lit No:
Revised: 11/11/2016
Form ID: 32556
Publish: 05/04/2017
Details
FolioFN
Qualified Plan Custodial Agreement - Investments
Investments
Lit No:
Revised: 04/02/2010
Form ID: 39378
Publish: 12/19/2014
Details
FolioFN
Account Transfer LOA - Institutional
Letter of Authorization
Lit No:
Revised: 04/10/2015
Form ID: 40214
Publish: 04/28/2017
Details
FolioFN
Add/Edit Firm Online Acc Transfers- Institutional
Lit No:
Revised: 04/10/2015
Form ID: 55754
Publish: 05/09/2017
Details
FolioFN
Advisor Billing Plans & Firm Billing-Institutional
Lit No:
Revised: 09/02/2016
Form ID: 55755
Publish: 05/09/2017
Details
FolioFN
Annual IRA Maintenance Fee Check - Institutional
Lit No:
Revised: 08/12/2016
Form ID: 55756
Publish: 05/09/2017
Details
FolioFN
Customer Agreement - Institutional
Lit No:
Revised: 05/19/2017
Form ID: 55757
Publish: 10/30/2017
Details
FolioFN
FINRA Member Approval - Institutional
Lit No:
Revised: 04/10/2015
Form ID: 55758
Publish: 05/09/2017
Details
FolioFN
Internal Account Transfer - Institutional
Lit No:
Revised: 04/15/2016
Form ID: 55759
Publish: 05/09/2017
Details
FolioFN
Traditional IRA/ROTH Rollover Cert - Institutional
Lit No:
Revised: 04/10/2015
Form ID: 55760
Publish: 05/10/2017
Details
FolioFN
Jefferson National Customer Billing- Institutional
Lit No:
Revised: 04/10/2015
Form ID: 55761
Publish: 05/09/2017
Details
FolioFN
Jefferson National Firm Billing - Institutional
Lit No:
Revised: 04/10/2015
Form ID: 55762
Publish: 05/09/2017
Details
FolioFN
Jefferson National Monument VASG - Institutional
Lit No:
Revised: 04/10/2015
Form ID: 55763
Publish: 05/09/2017
Details
FolioFN
Monument Advisor- Annuity Linking -Institutional
Lit No:
Revised: 04/01/2017
Form ID: 55764
Publish: 05/09/2017
Details
FolioFN
Kingdom Trust Billing Terms - Institutional
Lit No:
Revised: 04/10/2015
Form ID: 55765
Publish: 05/09/2017
Details
FolioFN
Qualified Retirement Plan Setup - Institutional
Lit No:
Revised: 12/16/2016
Form ID: 55766
Publish: 05/09/2017
Details
FolioFN
Taxable Account Beneficiary - TOD - Institutional
Lit No:
Revised: 08/18/2017
Form ID: 55767
Publish: 10/30/2017
Details
FolioFN
Trustee Certification - Institutional
Lit No:
Revised: 10/21/2016
Form ID: 55768
Publish: 05/12/2017
Details
FolioFN
Customer Agreement - Investing
Lit No:
Revised: 05/19/2017
Form ID: 59085
Publish: 10/30/2017
Details
FolioFN
Electronic Funds Transfer Autho - Investing
Lit No:
Revised: 04/10/2015
Form ID: 59086
Publish: 10/30/2017
Details
FolioFN
FINRA Member Approval - Investing
Lit No:
Revised: 04/10/2015
Form ID: 59087
Publish: 10/30/2017
Details
FolioFN
Internal Account Transfer - Investing
Lit No:
Revised: 04/10/2015
Form ID: 59088
Publish: 10/30/2017
Details
FolioFN
Annual IRA Maintenance Fee Check-Investing
Lit No:
Revised: 08/12/2016
Form ID: 59089
Publish: 10/30/2017
Details
FolioFN
SIMPLE IRA-Employee Certification- Investing
Lit No:
Revised: 08/12/2016
Form ID: 59090
Publish: 10/30/2017
Details
FolioFN
SIMPLE IRA-Employer Certification- Investing
Lit No:
Revised: 08/12/2016
Form ID: 59091
Publish: 10/30/2017
Details
FolioFN
Taxable Account Beneficiary - TOD Investing
Lit No:
Revised: 10/21/2016
Form ID: 59092
Publish: 10/30/2017
Details
FolioFN
Traditional IRA/ROTH Rollover Cert - Investing
Lit No:
Revised: 04/10/2015
Form ID: 59093
Publish: 10/30/2017
Details
FolioFN
Trustee Certification - Investing
Lit No:
Revised: 10/21/2016
Form ID: 59094
Publish: 10/30/2017
Details
FolioFN
Customer Agreement Addendum
Lit No:
Revised: 02/01/2018
Form ID: 60807
Publish: 02/13/2018
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
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Ascendant Capital --NEW--
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
Cantor Fitzgerald
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
Columbia Threadneedle
Community National Bank
Cottonwood Residential --NEW--
Country Financial
Cypress Leasing
Davis Funds
Delaware Investments
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co --NEW--
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
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
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
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lodging Opportunity Fund, REIT --NEW--
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
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
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
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties --NEW--
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
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
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
Thompson IM
Thornburg Investment Management
Time Equities --NEW--
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
Trust Company of America
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
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
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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