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First Clearing Corp
Rule 145 Customer Representation Letter
Lit No: 585167 (Rev 02)
Revised: 11/01/2016
Form ID: 28656
Publish: 04/05/2019
Details
First Clearing Corp
Rule 144 Customer Representation Letter
Lit No: 585160 (Rev 02)
Revised: 11/01/2016
Form ID: 28658
Publish: 12/12/2016
Details
First Clearing Corp
Rule 144(b)(1) Customer Representation Letter
Lit No: 585165 (Rev 02)
Revised: 11/01/2016
Form ID: 28659
Publish: 12/12/2016
Details
First Clearing Corp
Account Information
Managed Money/Advisory Account
Lit No: 564012 (Rev 20)
Revised: 06/01/2017
Form ID: 28660
Publish: 04/05/2019
Details
First Clearing Corp
Account Worksheet
Lit No: 574649 (Rev 23)
Revised: 03/01/2019
Form ID: 28662
Publish: 03/29/2019
Details
First Clearing Corp
Advantage Account Agreement - Non Individual
Lit No: 569942 (Rev 17)
Revised: 11/01/2018
Form ID: 28663
Publish: 11/29/2018
Details
First Clearing Corp
Advantage Account Agreement - Individual
For Individual, Joint, Custodian and Guardian Accounts Only.
Lit No: 569941 (Rev 17)
Revised: 11/01/2017
Form ID: 28664
Publish: 11/15/2017
Details
First Clearing Corp
Direct Deposit/Automatic Payments Enrollment
Instructions
Lit No: 554897 (Rev 05)
Revised: 11/01/2016
Form ID: 28665
Publish: 12/01/2016
Details
First Clearing Corp
Direct Deposit Sign Up
Lit No: 555288 (Rev 02)
Revised: 08/01/2014
Form ID: 28666
Publish: 10/11/2016
Details
First Clearing Corp
Affidavit of Domicile
Lit No: 587185 (Rev 06)
Revised: 10/01/2018
Form ID: 28667
Publish: 02/25/2019
Details
First Clearing Corp
Program Features & Fee Schedule Alloc Advisors
Lit No: 582462 (Rev 30)
Revised: 06/01/2018
Form ID: 28668
Publish: 07/24/2018
Details
First Clearing Corp
AMA Request for Additional Check Signer/Debit Card
Holder
Lit No: 564191 (Rev 08)
Revised: 06/01/2018
Form ID: 28669
Publish: 07/24/2018
Details
First Clearing Corp
Asset Advisor Mutual Fund Allocation Addendum
Lit No: 570322 (Rev 07)
Revised: 11/01/2016
Form ID: 28670
Publish: 12/02/2016
Details
First Clearing Corp
Program Features & Fee Schedule Asset Advisors
Lit No: 570319 (Rev 34)
Revised: 06/01/2018
Form ID: 28671
Publish: 07/24/2018
Details
First Clearing Corp
ACH Authorization Agreement
Lit No: 584478 (Rev 09)
Revised: 04/01/2019
Form ID: 28673
Publish: 04/29/2019
Details
First Clearing Corp
Cash Sweep Program Disclosure Statement
Lit No: 568205 (Rev 24)
Revised: 12/01/2018
Form ID: 28675
Publish: 01/02/2019
Details
First Clearing Corp
Basic Brokerage Account Agreement and Disclosure
Document
Lit No: 565924 (Rev 43)
Revised: 03/01/2019
Form ID: 28676
Publish: 03/07/2019
Details
First Clearing Corp
Securities Cash Account Agreement/Substitute W9
Lit No: 544497 (Rev 15)
Revised: 11/01/2016
Form ID: 28677
Publish: 12/02/2016
Details
First Clearing Corp
Community Property with Right of Survivorship
Agreement
Lit No: 588044 (Rev 04)
Revised: 04/01/2019
Form ID: 28680
Publish: 04/29/2019
Details
First Clearing Corp
Program Features & Fee Schedule Compass
Lit No: 551009 (Rev 47)
Revised: 06/01/2018
Form ID: 28682
Publish: 07/24/2018
Details
First Clearing Corp
Corporate Account - Cash Agreement
Lit No: 544466 (Rev 14)
Revised: 06/01/2018
Form ID: 28684
Publish: 07/24/2018
Details
First Clearing Corp
Corporate Account - Margin Agreement
Lit No: 544499 (Rev 17)
Revised: 12/01/2018
Form ID: 28685
Publish: 12/19/2018
Details
First Clearing Corp
Corporate Resolution
Lit No: 587183 (Rev 04)
Revised: 11/01/2016
Form ID: 28686
Publish: 12/02/2016
Details
First Clearing Corp
Program Features & Fee Schedule CustomChoice
Lit No: 569748 (Rev 25)
Revised: 06/01/2018
Form ID: 28687
Publish: 07/24/2018
Details
First Clearing Corp
Designation of Responsibilities
Lit No: 546956 (Rev 20)
Revised: 03/01/2019
Form ID: 28689
Publish: 03/12/2019
Details
First Clearing Corp
Distribution Request from IRA
Lit No: 585254 (Rev 21)
Revised: 11/01/2018
Form ID: 28691
Publish: 11/29/2018
Details
First Clearing Corp
Program Features & Fee Schedule Diversified
Lit No: 566346 (Rev 41)
Revised: 05/01/2019
Form ID: 28692
Publish: 05/10/2019
Details
First Clearing Corp
Employer Contribution Authorization
For SEP IRA, SIMPLE IRA, or Qualified Plan
Lit No: 585133 (Rev 03)
Revised: 11/01/2016
Form ID: 28698
Publish: 12/01/2016
Details
First Clearing Corp
Equity Benefit Instruction Form and Agreement
Lit No: 585158 (Rev 08)
Revised: 11/01/2016
Form ID: 28699
Publish: 12/02/2016
Details
First Clearing Corp
Privacy Statement
Lit No: 557841 (Rev 14)
Revised: 08/01/2017
Form ID: 28702
Publish: 02/25/2019
Details
First Clearing Corp
Education Savings Enrollment/Change of Beneficiary
Lit No: 558348 (Rev 16)
Revised: 06/01/2018
Form ID: 28703
Publish: 07/24/2018
Details
First Clearing Corp
IRA Enrollment
Lit No: 544472 (Rev 31)
Revised: 06/01/2018
Form ID: 28704
Publish: 07/24/2018
Details
First Clearing Corp
Wrap Fee Brochure for Mutual Fund Advisory Program
CustomerChoice and FundSource
Lit No: 570699 (Rev 42)
Revised: 05/01/2019
Form ID: 28705
Publish: 05/10/2019
Details
First Clearing Corp
Program Features & Fee Schedule FundSource
Lit No: 569745 (Rev 43)
Revised: 11/01/2018
Form ID: 28706
Publish: 11/29/2018
Details
First Clearing Corp
Trade Confirmation Waiver
Lit No: 582517 (Rev 2)
Revised: 11/01/2016
Form ID: 28708
Publish: 12/02/2016
Details
First Clearing Corp
IRA Beneficiary Asset Worksheet
Lit No: 589387 (Rev 03)
Revised: 01/01/2019
Form ID: 28709
Publish: 02/01/2019
Details
First Clearing Corp
IRA Beneficiary Claim
Lit No: 589432 (Rev 09)
Revised: 02/01/2019
Form ID: 28710
Publish: 02/21/2019
Details
First Clearing Corp
IRA Change of Beneficiary
Lit No: 585124 (Rev 09)
Revised: 12/01/2018
Form ID: 28711
Publish: 01/08/2019
Details
First Clearing Corp
Self Directed IRA Checkwritting
Lit No: 566826 (Rev 07)
Revised: 06/01/2018
Form ID: 28712
Publish: 07/24/2018
Details
First Clearing Corp
Contribution Authorization
Lit No: 585702 (Rev 14)
Revised: 11/01/2017
Form ID: 28713
Publish: 12/06/2017
Details
First Clearing Corp
IRA Disclosure Statement
Lit No: 544260 (Rev 20)
Revised: 03/01/2019
Form ID: 28715
Publish: 03/12/2019
Details
First Clearing Corp
Indemnification/Hold Harmless
Lit No: 565814 (Rev 08)
Revised: 11/01/2016
Form ID: 28716
Publish: 12/02/2016
Details
First Clearing Corp
Outside Investment Indemnification Letter for IRA
Lit No: 561731 (Rev 12)
Revised: 11/01/2016
Form ID: 28717
Publish: 12/02/2016
Details
First Clearing Corp
IRA Recharacterization or Removal of Excess
Contribution
Lit No: 589978 (Rev 07)
Revised: 03/01/2019
Form ID: 28718
Publish: 03/29/2019
Details
First Clearing Corp
IRA Rollover Contribution
Lit No: 588124 (Rev 03)
Revised: 11/01/2016
Form ID: 28719
Publish: 12/02/2016
Details
First Clearing Corp
Joint Owner/Associated Person Information
Lit No: 565858 (Rev 13)
Revised: 03/01/2019
Form ID: 28721
Publish: 03/29/2019
Details
First Clearing Corp
Letter of Authorization Transfer Funds/Securities
Lit No: 574079 (Rev 17)
Revised: 12/18/2018
Form ID: 28722
Publish: 04/05/2019
Details
First Clearing Corp
Limited Liability Company Authorization
Lit No: 568427 (Rev 06)
Revised: 06/01/2018
Form ID: 28723
Publish: 08/06/2018
Details
First Clearing Corp
Margin Disclosure Statement
Lit No: 558386 (Rev 08)
Revised: 11/01/2016
Form ID: 28724
Publish: 12/02/2016
Details
First Clearing Corp
Program Features & Fee Schedule Masters
Lit No: 557376 (Rev 36)
Revised: 06/01/2018
Form ID: 28725
Publish: 07/24/2018
Details
First Clearing Corp
Non-Corporate Resolution
Lit No: 591149 (Rev 01)
Revised: 11/01/2016
Form ID: 28727
Publish: 12/02/2016
Details
First Clearing Corp
One and Same Letter
Lit No: 571756 (Rev 05)
Revised: 11/01/2016
Form ID: 28728
Publish: 12/02/2016
Details
First Clearing Corp
Option Trading Application and Agreement
Lit No: 544465 (Rev 19)
Revised: 06/01/2018
Form ID: 28729
Publish: 07/24/2018
Details
First Clearing Corp
IRA Outside Investment Request Topsheet
Lit No: 588832 (Rev 04)
Revised: 11/01/2016
Form ID: 28730
Publish: 12/02/2016
Details
First Clearing Corp
Partnership Account Agreement
Lit No: 584674 (Rev 03)
Revised: 11/01/2016
Form ID: 28731
Publish: 12/02/2016
Details
First Clearing Corp
Partnership Authorization
Lit No: 578628 (Rev 02)
Revised: 11/01/2016
Form ID: 28732
Publish: 12/02/2016
Details
First Clearing Corp
Power of Attorney
Lit No: 542616 (Rev 11)
Revised: 06/01/2018
Form ID: 28733
Publish: 07/24/2018
Details
First Clearing Corp
Agreement for Prime Brokerage Clearance Services
Lit No: 543950 (Rev 15)
Revised: 11/01/2018
Form ID: 28734
Publish: 02/25/2019
Details
First Clearing Corp
Program Features & Fee Schedule Network
Lit No: 570730 (Rev 32)
Revised: 06/01/2018
Form ID: 28735
Publish: 07/24/2018
Details
First Clearing Corp
Program Features & Fee Schedule (PIM)
Lit No: 542959 (Rev 35)
Revised: 06/01/2018
Form ID: 28736
Publish: 07/24/2018
Details
First Clearing Corp
Proxy Authorization
Lit No: 567348 (Rev 08)
Revised: 06/01/2018
Form ID: 28737
Publish: 07/24/2018
Details
First Clearing Corp
Distribution Request Form - 403B (Only)
Lit No: 569385 (Rev 12 - 11/18)
Revised: 11/01/2018
Form ID: 28738
Publish: 11/29/2018
Details
First Clearing Corp
Retirement Plan Or Self-Directed IRA Securities
Cash Account Agreement
Lit No: 544467 (Rev 13)
Revised: 06/01/2018
Form ID: 28741
Publish: 07/24/2018
Details
First Clearing Corp
Roth IRA Conversion
Lit No: 585756 (Rev 05)
Revised: 12/18/2018
Form ID: 28742
Publish: 12/12/2018
Details
First Clearing Corp
Rule 144 - Notice of Proposed Sale of Securities
Lit No: SEC 1147
Revised: 08/01/2007
Form ID: 28743
Publish: 10/11/2016
Details
First Clearing Corp
Securities Account Agreement Margin Account
(Individual or Joint or Fiduciary Account)
Lit No: 544498 (Rev 14)
Revised: 12/01/2018
Form ID: 28744
Publish: 12/19/2018
Details
First Clearing Corp
Traditional IRA Custody Agreement
Lit No: 544408 (Rev 24)
Revised: 03/01/2019
Form ID: 28745
Publish: 03/12/2019
Details
First Clearing Corp
Wrap Fee Brochure for Separately Managed Account
Programs
Lit No: 571263 (Rev 56)
Revised: 05/01/2019
Form ID: 28747
Publish: 05/10/2019
Details
First Clearing Corp
Simple IRA Custody Agreement
Lit No: 550308 (Rev 17)
Revised: 12/01/2018
Form ID: 28748
Publish: 01/02/2019
Details
First Clearing Corp
Sole Proprietorship Affidavit
Lit No: 584672 (Rev 01)
Revised: 11/01/2016
Form ID: 28749
Publish: 12/02/2016
Details
First Clearing Corp
Statement Linking Application
Lit No: 558534 (Rev 12)
Revised: 12/01/2018
Form ID: 28750
Publish: 12/12/2018
Details
First Clearing Corp
Stock or Bond Power
Lit No: 585493 (Rev 07)
Revised: 11/01/2016
Form ID: 28751
Publish: 12/02/2016
Details
First Clearing Corp
Trade Confirmation/Proxy Waiver Authorization
Lit No: 566176 (Rev 09)
Revised: 12/01/2016
Form ID: 28752
Publish: 01/06/2017
Details
First Clearing Corp
Transfer on Death Application and Agree
Services to TOD Accounts
Lit No: 544318 (Rev 21)
Revised: 03/01/2019
Form ID: 28753
Publish: 03/14/2019
Details
First Clearing Corp
Distribution of Eligible Assets from TOD Account
Sworn Request
Lit No: 544501 (Rev 09)
Revised: 11/01/2016
Form ID: 28754
Publish: 12/02/2016
Details
First Clearing Corp
Trust Cash Account Agreement Substitute W-9
(Non-ERISA Trust Accounts)
Lit No: 585122 (Rev 06)
Revised: 11/01/2016
Form ID: 28755
Publish: 12/02/2016
Details
First Clearing Corp
Trustee Certification of Investment Powers
Lit No: 568857 (Rev 21)
Revised: 04/01/2019
Form ID: 28756
Publish: 04/29/2019
Details
First Clearing Corp
Coverdell Education Savings Account Custodial
Agreement
Lit No: 554183 (Rev 17)
Revised: 12/01/2018
Form ID: 28757
Publish: 01/02/2019
Details
First Clearing Corp
Appointment of Successor Custodian by Custodian
Lit No: 573708 (Rev 05)
Revised: 06/01/2018
Form ID: 30897
Publish: 07/24/2018
Details
First Clearing Corp
Client Identification Signature Validation
Lit No: 590924
Revised: 01/01/2013
Form ID: 31717
Publish: 10/11/2016
Details
First Clearing Corp
Customer Account Transfer
Lit No: 587367 (Rev 10)
Revised: 06/01/2018
Form ID: 34143
Publish: 11/01/2018
Details
First Clearing Corp
Physical Securities - Letter of Authorization
Lit No: 590916 (Rev 04)
Revised: 07/01/2018
Form ID: 34792
Publish: 09/04/2018
Details
First Clearing Corp
Account Application
Lit No: 569315 (Rev 32)
Revised: 03/01/2019
Form ID: 35719
Publish: 03/29/2019
Details
First Clearing Corp
Joint Tenancy with Right of Survivorship
Tenancy by the Entirety
Lit No: 571951 (Rev 04)
Revised: 10/01/2017
Form ID: 37399
Publish: 02/25/2019
Details
First Clearing Corp
Joint Account As Tenants In Common
Lit No: 571950 (Rev 03)
Revised: 11/01/2016
Form ID: 38016
Publish: 12/02/2016
Details
First Clearing Corp
Non-Corporate Agreement
Lit No: 587579 (Rev 03)
Revised: 09/01/2018
Form ID: 38017
Publish: 11/29/2018
Details
First Clearing Corp
SEPP/72(t) Distributions Request for IRA
Lit No: 592240 (Rev 04)
Revised: 12/01/2018
Form ID: 38803
Publish: 01/02/2019
Details
First Clearing Corp
Attestation of Authenticity of Client Instructions
Lit No:
Revised: 05/01/2012
Form ID: 41371
Publish: 10/11/2016
Details
First Clearing Corp
Advantage Account Terms & Conditions
Lit No: 591436 (Rev 03)
Revised: 06/01/2018
Form ID: 41372
Publish: 07/24/2018
Details
First Clearing Corp
Mutual Fund Non-IRA De-Networking
Lit No: 591258 (Rev 03)
Revised: 03/01/2017
Form ID: 41373
Publish: 04/26/2017
Details
First Clearing Corp
Education Savings Account Request
Lit No: 587749 (Rev 05)
Revised: 11/01/2016
Form ID: 44223
Publish: 12/02/2016
Details
First Clearing Corp
QRP - Qualified Plan Account Distribution- (LOA)
Lit No: 593291 (Rev 01)
Revised: 12/01/2016
Form ID: 47248
Publish: 01/06/2017
Details
First Clearing Corp
403(b) Change of Beneficiary
Lit No: 567935 Rev 13
Revised: 06/01/2018
Form ID: 47250
Publish: 07/06/2018
Details
First Clearing Corp
Certification of Beneficial Owner(s)
Legal Entity Customers
Lit No: 593269 (Rev 07)
Revised: 03/01/2019
Form ID: 49136
Publish: 03/29/2019
Details
First Clearing Corp
Authorization Release Account Information Online
Lit No: 592671 (Rev 02)
Revised: 07/01/2018
Form ID: 49137
Publish: 09/04/2018
Details
First Clearing Corp
IRA Transfer Due to Divorce Request
Lit No: 593533 (Rev 01)
Revised: 06/01/2017
Form ID: 52291
Publish: 06/26/2017
Details
First Clearing Corp
Trusted Contact Authorization
Lit No: 593442 (Rev 03)
Revised: 10/01/2018
Form ID: 52402
Publish: 04/05/2019
Details
First Clearing Corp
Retirement Plan Certification Additional Trustees
Lit No: 593391 (Rev 03)
Revised: 09/01/2018
Form ID: 52869
Publish: 10/02/2018
Details
First Clearing Corp
Qualified Retirement to IRA Rollover Questionnaire
Lit No: 594110
Revised: 05/01/2018
Form ID: 57514
Publish: 06/19/2018
Details
First Clearing Corp
Joint Account Agrmt- Tenants in Common with Trusts
Lit No: 594182 Rev 02
Revised: 06/01/2018
Form ID: 57817
Publish: 04/05/2019
Details
First Clearing Corp
Joint Community Property Agreement
Lit No: 571949 (Rev 04)
Revised: 08/01/2017
Form ID: 58465
Publish: 08/29/2017
Details
First Clearing Corp
W-8 Explanation for Missing Foreign Taxpayer ID
Lit No: 594495
Revised: 03/01/2018
Form ID: 61691
Publish: 04/18/2018
Details
First Clearing Corp
Wire Funds Request - Domestic or Foreign
Lit No: 594623 Rev 01
Revised: 07/01/2018
Form ID: 61882
Publish: 11/01/2018
Details
First Clearing Corp
Client Account Transfer Additional Assets
Lit No: 594644 Rev 1
Revised: 06/01/2018
Form ID: 61887
Publish: 02/25/2019
Details
First Clearing Corp
Beneficiary Designation Continuation Pages
Lit No: 594653 (Rev 01)
Revised: 12/01/2018
Form ID: 62676
Publish: 01/02/2019
Details
First Clearing Corp
529 College Savings Account Application
Lit No: 592189 (Rev 3)
Revised: 03/01/2019
Form ID: 63097
Publish: 03/29/2019
Details
First Clearing Corp
Legal Owner Trust Attestation
Lit No: 594521 (Rev 01)
Revised: 06/01/2018
Form ID: 63099
Publish: 07/10/2018
Details
First Clearing Corp
403(b)(7) Custodial Agreement
Lit No: 567405 (Rev 05)
Revised: 06/01/2018
Form ID: 63100
Publish: 07/06/2018
Details
First Clearing Corp
Volcker Rule Covered Funds Survey
Lit No: 593124 Rev 02
Revised: 06/01/2018
Form ID: 63824
Publish: 09/05/2018
Details
First Clearing Corp
Periodic Investment Program for IRA,SEP,SIMPLE
Qualified Retirement Plans
Lit No: 569389 Rev 05
Revised: 11/01/2016
Form ID: 64740
Publish: 11/05/2018
Details
First Clearing Corp
Confidential Client Information Profile
Lit No:
Revised: 11/01/2018
Form ID: 64862
Publish: 11/19/2018
Details
First Clearing Corp
WFCS Non-Purpose Loan
Lit No: 592991 (Rev 03)
Revised: 02/01/2019
Form ID: 65917
Publish: 03/07/2019
Details
First Clearing Corp
(TOD) Beneficiary Asset Worksheet
Lit No: 594423 (Rev 01)
Revised: 01/01/2019
Form ID: 65929
Publish: 01/11/2019
Details
First Clearing Corp
529 Plan Account Change Request
Lit No: 592188 (Rev 04)
Revised: 05/01/2019
Form ID: 67142
Publish: 05/10/2019
Details
First Clearing Corp
Form 144
Lit No: 549807 (Rev 14)
Revised: 09/01/2017
Form ID: 67152
Publish: 04/05/2019
Details
First Clearing Corp
Convert Account Title to Trust
Lit No: 595060 (Rev 00)
Revised: 03/01/2019
Form ID: 67154
Publish: 04/16/2019
Details

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Aberdeen Asset Management
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Ave Maria
AXA Equitable - Annuities
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Behringer Harvard Securities
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BlackRock
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Bourne Financial Group --NEW--
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Bright Start 529
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CNL
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CV Data Center Growth & Income REIT
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Davis Funds
Delaware Funds
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Dodge & Cox
DoubleLine Funds
Dreyfus
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Dunham & Associates Investment Counsel
E-TRADE Advisor Services
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Eagle Life Insurance Co
Eaton Vance
Edgar Lomax
Edgewood Funds
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First Clearing Corp
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 Funds
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
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
Matthews Asia
Megatel Capital Investment
MFS Investment Management
Midland IRA
Midland National Life
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Moody National REIT II
MVP Reit
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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
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Natixis Funds
NEST 529 Advisor Plan
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
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
Phoenix American Hospitality --NEW--
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
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 (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sierra Mutual Funds
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
Strategic Student & Senior Housing Trust, Inc
Strategic Wireless Infrastructure Fund
Sun Life of Canada - Annuities
Talcott Resolution - Annuities
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
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 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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