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NFS (National Financial Services)
PS Roth IRA Conversion
Required to convert an NFS Premier Select traditional IRA, Rollover IRA or SEP-IRA to a Roth
Lit No: 1.747921.113
Revised: 02/01/2018
Form ID: 526
Publish: 04/19/2018
Details
NFS (National Financial Services)
Brokerage Account Application Kit
Used to open a basic retail NFS brokerage account without checking or debit services.
Lit No: 1.866616.107
Revised: 03/01/2018
Form ID: 528
Publish: 04/20/2018
Details
NFS (National Financial Services)
Transfer of Assets
Required to transfer an account from another financial institution into an NFS brokerage account Submit with most recent copy of account statement
Lit No: 1.747272.112
Revised: 09/01/2016
Form ID: 530
Publish: 06/07/2017
Details
NFS (National Financial Services)
IRA Checkwriting Application (I)
Form used to apply for check writing on NFS Premier Select tradition IRA, IRA Rollover, Roth IRA and SEP IRA.
Lit No: 1.747218.104
Revised: 02/01/2010
Form ID: 532
Publish: 02/13/2014
Details
NFS (National Financial Services)
Options Account Request
Application used to get option buying availability on an account
Lit No: 1.747211.109
Revised: 05/01/2016
Form ID: 535
Publish: 06/07/2017
Details
NFS (National Financial Services)
Premiere Select IRA Periodic Distribution Request
Lit No: 1.786521.109
Revised: 03/01/2018
Form ID: 536
Publish: 05/04/2018
Details
NFS (National Financial Services)
TOD Registration and Beneficiary Designation
NFS form used to establish a Transfer on Death registration on an account (individual or joint) or to change the beneficiaries on an existing TOD account.
Lit No: 1.747258.104
Revised: 03/01/2010
Form ID: 540
Publish: 08/11/2014
Details
NFS (National Financial Services)
Traditional IRA/Roth IRA Application Kit
Required to establish a Traditional, Rollover, Roth, or SEP IRA with NFS. Please note: the 5305-SEP form is required to establish a SEP & is not included in this kit.
Lit No: 1.829624.108
Revised: 03/01/2017
Form ID: 548
Publish: 01/26/2018
Details
NFS (National Financial Services)
Simple IRA Salary Reduction Agreement
Lit No: 1.747667.119
Revised: 01/01/2018
Form ID: 559
Publish: 02/08/2018
Details
NFS (National Financial Services)
Limited Liability Company Agreement
Lit No: 1.747633.105
Revised: 03/01/2018
Form ID: 604
Publish: 04/19/2018
Details
NFS (National Financial Services)
Premiere Select IRA Recharacterization Request
Use this form to request a recharacterization of all or any portion of your Roth IRA contributions to a traditional, SEP, SIMPLE or Rollover IRA.
Lit No: 1.747222.105
Revised: 07/01/2013
Form ID: 605
Publish: 08/30/2013
Details
NFS (National Financial Services)
Durable POA Affidavit and Indemnification
Durable Power of Attorney Affidavit and Indemnification
Lit No: 1.753713.107
Revised: 01/01/2017
Form ID: 606
Publish: 03/10/2017
Details
NFS (National Financial Services)
Premiere Select Simple IRA Plan Contribution Trans
Transmittal Form
Lit No: 1.747671.103
Revised: 06/01/2008
Form ID: 633
Publish: 03/04/2015
Details
NFS (National Financial Services)
Corporate & Unincorporated Organization Resolution
Lit No: 1.764903.107
Revised: 03/01/2018
Form ID: 849
Publish: 05/18/2018
Details
NFS (National Financial Services)
Periodic Withdrawal Request Nonretirement
Lit No: 1.747631.107
Revised: 05/01/2014
Form ID: 902
Publish: 08/30/2016
Details
NFS (National Financial Services)
Alternative Investment Addendum & Custody Agrmnt
Lit No: 1.811898.105
Revised: 01/01/2016
Form ID: 1026
Publish: 06/02/2016
Details
NFS (National Financial Services)
Trustee Certification of Investment Powers
Lit No: 1.747632.109
Revised: 03/01/2018
Form ID: 1083
Publish: 05/04/2018
Details
NFS (National Financial Services)
POA Required Information
Lit No:
Revised: 01/23/2004
Form ID: 1098
Publish: 02/05/2014
Details
NFS (National Financial Services)
Retirement Plan (Keogh) Beneficiary Designation
Lit No: 1.747221.105
Revised: 04/01/2016
Form ID: 1100
Publish: 10/05/2016
Details
NFS (National Financial Services)
Premiere Select SEP Package Plan
Lit No: 4BNFSEPNEWAC
Revised: 01/01/2018
Form ID: 1102
Publish: 04/19/2018
Details
NFS (National Financial Services)
IRA Tax Withholding Election
Lit No: 1.788605.110
Revised: 01/01/2015
Form ID: 1104
Publish: 02/27/2015
Details
NFS (National Financial Services)
PS IRA Transfer Request for Spouse Beneficiary
This new one-page form was created for spouse beneficiaries who wish to transfer inherited Premiere Select IRAs to their own Premiere Select IRAs. This was formerly requested on a Premiere Select Bene
Lit No: 1.788604.104
Revised: 07/01/2014
Form ID: 1105
Publish: 08/01/2014
Details
NFS (National Financial Services)
IRA RMD Calculation Request Form
Lit No: 1.781798.102
Revised: 03/01/2014
Form ID: 1106
Publish: 09/10/2014
Details
NFS (National Financial Services)
Statement Householding Request Form
Lit No: 1.780485.101
Revised: 07/27/2009
Form ID: 3086
Publish: 07/21/2011
Details
NFS (National Financial Services)
Premiere Select IRA Contribution Guide
Lit No: 1.751942.122
Revised: 01/01/2018
Form ID: 3431
Publish: 02/08/2018
Details
NFS (National Financial Services)
IRA Beneficiary and Successor Beneficiary Designat
Lit No: 1.747220.110
Revised: 04/01/2016
Form ID: 5366
Publish: 10/05/2016
Details
NFS (National Financial Services)
Brokerage Access/Portfolio Check/Debit Card
Lit No: 1.784202.102
Revised: 12/01/2009
Form ID: 5370
Publish: 03/14/2014
Details
NFS (National Financial Services)
Financial Advisory Services Fee Request
To be used when a 3rd party on an NFS fee-based IRA needs to be paid for advisory fees via check.
Lit No: 1.748100.103
Revised: 05/01/2012
Form ID: 5775
Publish: 09/12/2012
Details
NFS (National Financial Services)
Partnership Agreement for Brokerage Accounts
This form is used to identify identity on Partnership Brokerage Accounts.
Lit No: 1.809923.105
Revised: 03/01/2018
Form ID: 5833
Publish: 04/20/2018
Details
NFS (National Financial Services)
Irrevocable Stock or Bond Power
Lit No: 1.809719.103
Revised: 06/01/2014
Form ID: 8021
Publish: 06/17/2014
Details
NFS (National Financial Services)
IRA Distribution Request for SEPP
Substantially Equal Periodic Payments
Lit No: 1.792802.107
Revised: 04/01/2014
Form ID: 8023
Publish: 09/10/2014
Details
NFS (National Financial Services)
Premiere Select SIMPLE IRA Employee Kit
Lit No: 4BCORSIMPIRA
Revised: 12/01/2017
Form ID: 9740
Publish: 04/19/2018
Details
NFS (National Financial Services)
Premiere Select SIMPLE IRA Employer Kit
1.747673.109 1.747670.115 1.747675.117 1.747671.103 1.828247.108 1.747667.117
Lit No: 4BCORSIMPKIT
Revised: 06/01/2017
Form ID: 9745
Publish: 02/08/2018
Details
NFS (National Financial Services)
PS Retirement Plan Select Earnings Distribution
Request
Lit No: 1.822752-KIT
Revised: 04/01/2014
Form ID: 9748
Publish: 09/19/2014
Details
NFS (National Financial Services)
Premiere Select IRA Earnings Distribution Request
Lit No: 1.817423.107
Revised: 04/01/2018
Form ID: 9749
Publish: 05/07/2018
Details
NFS (National Financial Services)
Alternative Investment Request for Transaction
Letter of Instruction (LOI)
Lit No: 1.898876.105
Revised: 08/01/2017
Form ID: 13853
Publish: 10/04/2017
Details
NFS (National Financial Services)
Restricted Stock: Broker's Representation
Lit No: 1.745063.103
Revised: 07/01/2012
Form ID: 14312
Publish: 09/06/2012
Details
NFS (National Financial Services)
Restricted Stock: Rule 144/145 Affiliate Seller's
Restricted Stock: Rule 144/145 Affiliate Seller's Rep
Lit No: 1.745064.106
Revised: 12/01/2014
Form ID: 14314
Publish: 05/20/2015
Details
NFS (National Financial Services)
Change or Appointment of Broker/Dealer
Lit No: 1.747219.102
Revised: 03/01/2013
Form ID: 14317
Publish: 07/16/2013
Details
NFS (National Financial Services)
Restricted Stock: Sale/Legend Removal
for Non-Affiliates
Lit No: 1.747203.104
Revised: 10/01/2014
Form ID: 14329
Publish: 06/02/2016
Details
NFS (National Financial Services)
PS Retirement Plan BDA App
Lit No: 1.763917.108
Revised: 03/01/2017
Form ID: 14334
Publish: 06/07/2017
Details
NFS (National Financial Services)
Brokerage Portfolio/Access Maint Kit
Lit No: 4BBPACMNFBLR5
Revised: 03/01/2017
Form ID: 14336
Publish: 02/08/2018
Details
NFS (National Financial Services)
Premiere Select IRA Addendum for Managed Accounts
Lit No: 1.829625.101
Revised: 01/01/2013
Form ID: 14339
Publish: 09/02/2015
Details
NFS (National Financial Services)
Brokerage Access New Account Kit NBLR
Lit No: 4BBANBLRKIT
Revised: 03/01/2018
Form ID: 14344
Publish: 04/19/2018
Details
NFS (National Financial Services)
Standing Payment Instructions Non-Retirement - EFT
Lit No: 1.843725.106
Revised: 09/01/2014
Form ID: 20293
Publish: 02/26/2018
Details
NFS (National Financial Services)
Standard Margin Acct App Kit NFBLR-5-TIER Type 2
Lit No: 1.903621.105
Revised: 03/01/2017
Form ID: 23622
Publish: 09/21/2017
Details
NFS (National Financial Services)
Premiere Select Retirement Plan Account App
Lit No: 1.829468.108
Revised: 03/01/2017
Form ID: 24061
Publish: 06/07/2017
Details
NFS (National Financial Services)
PS Standing Payment Instructions
Lit No: 1.897755.104
Revised: 06/01/2017
Form ID: 24916
Publish: 11/07/2017
Details
NFS (National Financial Services)
PS Retirement Plan Periodic Distribution Request
Lit No: 1.896602.102
Revised: 04/01/2014
Form ID: 26793
Publish: 10/24/2016
Details
NFS (National Financial Services)
Alternative Investment Transaction Checklist
Lit No: 1.898875.101
Revised: 05/01/2012
Form ID: 27156
Publish: 05/21/2012
Details
NFS (National Financial Services)
Periodic Earnings Withdrawal Request Nonretirement
Lit No: 1.822751.102
Revised: 05/01/2014
Form ID: 27158
Publish: 07/12/2017
Details
NFS (National Financial Services)
Brokerage Portfolio Maint Kit (NFBLR-5 Type 2)
Lit No: 4BBPCMNFBLR2
Revised: 03/01/2017
Form ID: 27159
Publish: 02/08/2018
Details
NFS (National Financial Services)
Cashiering EFT/Wire Request for Non-Retirement
Accounts
Lit No: 1.843726.103
Revised: 01/01/2015
Form ID: 27160
Publish: 11/04/2015
Details
NFS (National Financial Services)
Premiere Select Distribution Request for SEPP
IRA - Substantially Equal Periodic Payments
Lit No: 1.834650.104
Revised: 04/01/2014
Form ID: 27162
Publish: 05/13/2014
Details
NFS (National Financial Services)
Premiere Select IRA Earnings Distribution Request
Intra-Bank Payments (IBP)
Lit No: 1.822805.107
Revised: 04/01/2018
Form ID: 27163
Publish: 05/07/2018
Details
NFS (National Financial Services)
Periodic Investments
Electronic Funds Transfer
Lit No: 1.9585406.103
Revised: 02/01/2018
Form ID: 27164
Publish: 05/04/2018
Details
NFS (National Financial Services)
PS IRA One-Time Distribution Request CL
Lit No: 1.894236.106
Revised: 03/01/2018
Form ID: 27165
Publish: 05/04/2018
Details
NFS (National Financial Services)
Premiere Select IRA Asset Movement Authorization
Lit No: 1.889356.105
Revised: 01/01/2018
Form ID: 27168
Publish: 04/19/2018
Details
NFS (National Financial Services)
Premiere Select IRA Periodic Distribution Request
Intra-Bank Payments (IBP)
Lit No: 1.826438.106
Revised: 04/01/2018
Form ID: 27169
Publish: 05/04/2018
Details
NFS (National Financial Services)
PS (KEOGH) One-Time Distribution ICP
Retirement Plan
Lit No: 1.896600.104
Revised: 02/01/2015
Form ID: 27172
Publish: 10/24/2016
Details
NFS (National Financial Services)
Premiere Select Rollover IRA Kit
1.828246.109
Lit No: 4BROLLIRA
Revised: 03/01/2018
Form ID: 27173
Publish: 04/19/2018
Details
NFS (National Financial Services)
Premiere Select Specialized Investment Request
Lit No: 1.898529.100
Revised: 12/01/2010
Form ID: 27174
Publish: 10/05/2011
Details
NFS (National Financial Services)
PS Standing Payment Instructions W/ DP EFT
Lit No: 1.895855.104
Revised: 06/01/2017
Form ID: 27175
Publish: 01/05/2018
Details
NFS (National Financial Services)
Standing Payment Instructions Non-Retirement
(Non-Retirement)
Lit No: 1.897756.104
Revised: 09/01/2014
Form ID: 27177
Publish: 03/22/2017
Details
NFS (National Financial Services)
Premiere Select Keogh Retirement Application Kit
1.747930.104 1.747931.104 1.747930.103 1.940715.101 1.829468.107 1.747933.110 1.896095.100
Lit No: 4BKEOGH
Revised: 01/01/2018
Form ID: 29159
Publish: 04/19/2018
Details
NFS (National Financial Services)
Declaration of Eligibility - NR301 - CAN
for Benefits Under a Tax Treaty for a Non-Resident Taxpayer
Lit No: 1.949480.100
Revised: 09/01/2012
Form ID: 30507
Publish: 10/10/2012
Details
NFS (National Financial Services)
Declaration of Eligibility - NR302 - CAN
for Benefits Under a Tax Treaty for Partnership with Non-Resident Partners
Lit No: 1.949481.100
Revised: 09/01/2012
Form ID: 30508
Publish: 10/12/2012
Details
NFS (National Financial Services)
Declaration of Eligibility - NR303 - CAN
for Benefits Under a Tax Treaty for a Hybrid Entity
Lit No: 1.949330.100
Revised: 09/01/2012
Form ID: 30509
Publish: 10/12/2012
Details
NFS (National Financial Services)
Cover Sheet to Submit a Canadian Revenue Agency
Letter of Exemption
Lit No: 1.949652.100
Revised: 09/01/2012
Form ID: 30511
Publish: 10/10/2012
Details
NFS (National Financial Services)
PS IRA One-Time Distribution with DP EFT & IBP
Lit No: 1.894237.106
Revised: 03/01/2018
Form ID: 34565
Publish: 05/04/2018
Details
NFS (National Financial Services)
Periodic Earnings Withdrawal Request Nonretirement
Intra-Bank Payments (IBP)
Lit No: 1.825526.103
Revised: 05/01/2014
Form ID: 34840
Publish: 07/29/2015
Details
NFS (National Financial Services)
PS IRA One-Time Distribution
Lit No: 1.894238.106
Revised: 03/01/2018
Form ID: 35788
Publish: 05/04/2018
Details
NFS (National Financial Services)
2018 Premiere Select Retirement Products Guide
Lit No: 1.725305.124
Revised: 01/01/2018
Form ID: 36590
Publish: 02/08/2018
Details
NFS (National Financial Services)
Periodic Withdrawal Request 3rd Party EFT/IBP
Nonretirement
Lit No: 1.9585474.101
Revised: 05/01/2014
Form ID: 36819
Publish: 05/28/2014
Details
NFS (National Financial Services)
PS (KEOGH) One-Time Distribution with DP EFT
Lit No: 1.896601-104
Revised: 10/21/2016
Form ID: 38484
Publish: 10/24/2016
Details
NFS (National Financial Services)
Premiere Select IRA Earnings Distribution Request
1st & 3rd party EFT
Lit No: 1.932235.100
Revised: 03/01/2014
Form ID: 39160
Publish: 12/03/2014
Details
NFS (National Financial Services)
Periodic Earnings Withdrawal Request Nonretirement
1st & 3rd party EFT
Lit No: 1.9858166.100
Revised: 05/01/2014
Form ID: 39161
Publish: 12/03/2014
Details
NFS (National Financial Services)
Premiere Select IRA Periodic Distribution Request
IBP and 1st & 3rd party EFT
Lit No: 1.932233.101
Revised: 04/01/2018
Form ID: 39162
Publish: 05/04/2018
Details
NFS (National Financial Services)
Premiere Select IRA Application
Lit No: 1.828246.110
Revised: 03/01/2018
Form ID: 39241
Publish: 04/19/2018
Details
NFS (National Financial Services)
Premiere Select IRA Periodic Distribution Request
1st & 3rd party EFT
Lit No: 1.932231.101
Revised: 04/01/2018
Form ID: 40131
Publish: 05/04/2018
Details
NFS (National Financial Services)
Trading and Money Movement Nonretirement
Authorization
Lit No: 1.9859485.101
Revised: 03/01/2017
Form ID: 43209
Publish: 03/06/2017
Details
NFS (National Financial Services)
PS IRA Trading and Money Movement Authorization
Lit No: 1.9863297.101
Revised: 01/01/2017
Form ID: 43210
Publish: 03/06/2017
Details
NFS (National Financial Services)
Transfer of Assets - Additional Assets Schedule
Lit No: 1.869423.101
Revised: 06/01/2012
Form ID: 46297
Publish: 12/09/2015
Details
NFS (National Financial Services)
Prime Brokerage Services Agreement
Lit No: 1.748094.104
Revised: 11/01/2012
Form ID: 47949
Publish: 03/30/2016
Details
NFS (National Financial Services)
IRA Annual Maintenance Fee Payment Instructions
Lit No: 1.9868008.101
Revised: 06/01/2017
Form ID: 50079
Publish: 04/19/2018
Details
NFS (National Financial Services)
PS IRA One-Time Distribution with IBP
Lit No: 1.894239.106
Revised: 03/01/2018
Form ID: 50089
Publish: 05/04/2018
Details
NFS (National Financial Services)
Direct Desposit Authorization
Lit No: 1.805919.101
Revised: 10/01/2014
Form ID: 50683
Publish: 08/30/2016
Details
NFS (National Financial Services)
Affidavit of Descendants
Lit No: 1.927062.100
Revised: 04/01/2012
Form ID: 52068
Publish: 11/16/2016
Details
NFS (National Financial Services)
Account Disposal Method Election
Lit No: 1.922369.102
Revised: 08/01/2016
Form ID: 52069
Publish: 06/07/2017
Details
NFS (National Financial Services)
Letter of Intent - Breakpoint Pricing
Lit No: 1.829952.101
Revised: 10/01/2013
Form ID: 52070
Publish: 11/16/2016
Details
NFS (National Financial Services)
Brokerage Portfolio - Investor Brochure
Lit No: 1.752901.109
Revised: 12/01/2016
Form ID: 52446
Publish: 12/20/2016
Details
NFS (National Financial Services)
Premiere Select IRA Distribution Request
Lit No: 1.9869139.101
Revised: 03/01/2018
Form ID: 52593
Publish: 05/04/2018
Details
NFS (National Financial Services)
Individual 401(k) Profit Sharing Plan Account Kit
Lit No: 1.9866856.100
Revised: 03/01/2017
Form ID: 55480
Publish: 04/12/2017
Details
NFS (National Financial Services)
Traditional IRA/Roth IRA Application Kit
Lit No: 1.830486-KIT
Revised: 03/01/2018
Form ID: 55651
Publish: 04/19/2018
Details
NFS (National Financial Services)
Designated Representative - Texas
Lit No: 1.9881781
Revised: 07/01/2017
Form ID: 58461
Publish: 11/17/2017
Details
NFS (National Financial Services)
Premiere Select IRA App Managed Accounts
Lit No: 1.829630.103
Revised: 02/01/2014
Form ID: 58920
Publish: 10/09/2017
Details
NFS (National Financial Services)
Account Maintenance Request
Lit No: 1.942931.101
Revised: 03/01/2016
Form ID: 60672
Publish: 02/15/2018
Details
NFS (National Financial Services)
Trusted Contact Authorization
Lit No: 1.9885444.100
Revised: 12/01/2017
Form ID: 60674
Publish: 02/06/2018
Details
NFS (National Financial Services)
Supplemental Fees & Compensation Schedule
Lit No: 1.940135.109
Revised: 01/01/2018
Form ID: 61891
Publish: 04/19/2018
Details
NFS (National Financial Services)
Premiere Select Keogh Retirement App Kit - CL
Lit No: 4BKEOGH0NC
Revised: 01/01/2018
Form ID: 61892
Publish: 04/19/2018
Details
NFS (National Financial Services)
Beneficial Ownership For Entities and Trust
Lit No: 1.9860942.100
Revised: 04/01/2018
Form ID: 62194
Publish: 05/22/2018
Details

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CNL
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Cypress Leasing
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Delaware Life Insurance
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DoubleLine Funds
Dreyfus
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Dunham & Associates Investment Counsel
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Eaton Vance
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FolioFN
Forethought Distributors
Forward Funds
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Franklin Templeton
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FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
Grant Park Funds
Great-West Financial
Greenbacker
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Guardian Insurance & Annuity Company, Inc.
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Hartford Investment Financial Svcs College Plans
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Heartland Advisors
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Highmark Funds
Hines
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ICON Advisers Inc.
Infinity Funds
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Integrity (W&S Financial Group Distributors)-VA
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Invesco
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J.P. Morgan Clearing Corp
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Jensen Funds
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John Hancock Investments
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Learning Quest
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Lightstone Capital Markets
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Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
Mainstar Trust
MainStay Investments
Manning & Napier
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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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