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Royal Alliance
Account Application - Person (Salesforce) - NFS
This worksheet is used to collect data related to opening a new account via Salesforce for a National Financial Services (NFS) client.
Lit No: RAA-AA-Person
Revised: 01/22/2018
Form ID: 33204
Publish: 01/19/2018
Details
Royal Alliance
Client Application - Entity (Salesforce) - NFS
This worksheet is used to collect data related to creating a new client record via Salesforce for a National Financial Services (NFS) client.
Lit No: RAA-CA-Entity
Revised: 01/22/2018
Form ID: 33205
Publish: 01/19/2018
Details
Royal Alliance
Account Application - Entity (Salesforce) - NFS
This worksheet is used to collect data related to opening a new account via Salesforce for a National Financial Services (NFS) client.
Lit No: RAA-AA-Entity
Revised: 02/01/2017
Form ID: 33206
Publish: 04/28/2017
Details
Royal Alliance
Client Signature Page (NFS)
For use by National Financial Services (NFS) advisors
Lit No:
Revised: 08/01/2015
Form ID: 33207
Publish: 07/11/2016
Details
Royal Alliance
Trust Certification of Investment Powers
Lit No:
Revised: 07/01/2015
Form ID: 33208
Publish: 09/30/2016
Details
Royal Alliance
Client Application - Trust
This worksheet is used to collect data related to creating a new client record via Client Central for a Pershing or STC client.
Lit No: RAA-CA-TR
Revised: 01/22/2018
Form ID: 33209
Publish: 01/19/2018
Details
Royal Alliance
Account Application - Trust
This worksheet is used to collect data related to opening a new account via Client Central for a Pershing or STC client.
Lit No: RAA-AA-TR
Revised: 07/01/2017
Form ID: 33210
Publish: 07/11/2017
Details
Royal Alliance
Client Application - Person (Client Central)
This worksheet is used to collect data related to creating a new client record via Client Central for a Pershing or STC client.
Lit No: RAA-CA-NP
Revised: 01/22/2018
Form ID: 33211
Publish: 01/19/2018
Details
Royal Alliance
Account Application - Person (Client Central)
This worksheet is used to collect data related to opening a new account via Client Central for a Pershing or STC client.
Lit No: RAA-AA-NP
Revised: 01/22/2018
Form ID: 33212
Publish: 01/19/2018
Details
Royal Alliance
Client Application - Estate
This worksheet is used to collect data related to creating a new client record via Client Central for a Pershing or STC client.
Lit No: RAA-CA-ES
Revised: 01/22/2018
Form ID: 33213
Publish: 01/19/2018
Details
Royal Alliance
Client Application - Entity (Client Central)
This worksheet is used to collect data related to creating a new client record via Client Central for a Pershing or STC client.
Lit No: RAA-CA-EN
Revised: 01/22/2018
Form ID: 33215
Publish: 01/19/2018
Details
Royal Alliance
Client Application - Company Retirement Plan
This worksheet is used to collect data related to creating a new client record via Client Central for a Pershing or STC client.
Lit No: RAA-CA-CRP
Revised: 01/22/2018
Form ID: 33217
Publish: 01/19/2018
Details
Royal Alliance
Client Signature Page (Pershing)
For use by Pershing advisors
Lit No:
Revised: 06/01/2017
Form ID: 33219
Publish: 05/31/2017
Details
Royal Alliance
Client Application - Person (Salesforce) - NFS
This worksheet is used to collect data related to creating a new client record via Salesforce for a National Financial Services (NFS) client.
Lit No: RAA-CA-Person
Revised: 01/22/2018
Form ID: 33220
Publish: 01/19/2018
Details
Royal Alliance
Premiere Select IRA Application - NFS
Lit No: 1.828246-MAJ.107
Revised: 01/01/2014
Form ID: 33282
Publish: 09/30/2016
Details
Royal Alliance
Brokerage Access (Checkwriting Application)
Use this form to add checkwriting features to an account held at National Financial (NFS).
Lit No: 1.807445-MAJ.108
Revised: 08/01/2011
Form ID: 33284
Publish: 03/21/2014
Details
Royal Alliance
Premiere Select SIMPLE IRA Application - NFS
Lit No: 1.828247.107 MAJ
Revised: 01/01/2014
Form ID: 34354
Publish: 09/30/2016
Details
Royal Alliance
Client Agreement
This is the Client Agreement (also known as the Customer Agreement) for clients utilizing Pershing as custodian.
Lit No:
Revised: 01/22/2018
Form ID: 34361
Publish: 01/19/2018
Details
Royal Alliance
Margin Addendum (NFS)
Lit No:
Revised: 06/01/2012
Form ID: 35395
Publish: 02/10/2014
Details
Royal Alliance
Sweep Program Terms & Conditions (NFS)
For NFS clients only.
Lit No:
Revised: 08/01/2015
Form ID: 35621
Publish: 06/01/2016
Details
Royal Alliance
Sweep Program Terms & Conditions (Pershing)
For Pershing clients only.
Lit No:
Revised: 06/01/2017
Form ID: 35622
Publish: 05/31/2017
Details
Royal Alliance
Account Application - Entity (Client Central)
This worksheet is used to collect data related to opening a new account via Client Central for a Pershing or STC client.
Lit No: RAA-AA-EN
Revised: 07/01/2017
Form ID: 35625
Publish: 07/11/2017
Details
Royal Alliance
Account Application - Company Retirement Plan
This worksheet is used to collect data related to opening a new account via Client Central for a Pershing or STC client.
Lit No: RAA-AA-CRP
Revised: 07/01/2017
Form ID: 35626
Publish: 07/11/2017
Details
Royal Alliance
Account Application - Estate
This worksheet is used to collect data related to opening a new account via Client Central for a Pershing or STC client.
Lit No: RAA-AA-ES
Revised: 07/01/2017
Form ID: 35627
Publish: 07/11/2017
Details
Royal Alliance
IA Overlay (Independent) - Investment Advisory Svc
Investment Advisory Agreement for Third Party Money Managers for accounts under an Independent RIA.
Lit No: RAA 2011.2 Ind - TPMM
Revised: 10/01/2011
Form ID: 35858
Publish: 02/17/2016
Details
Royal Alliance
IA Overlay (Corporate) - Investment Advisory Svcs
Investment Advisory Agreement for Third Party Money Managers for accounts under a Corporate RIA.
Lit No: RAA 2011.2 Corp - TPMM
Revised: 10/01/2011
Form ID: 35859
Publish: 03/12/2014
Details
Royal Alliance
Affidavit of Domicile
This form is used to verify where a deceased person resided at the time of death.
Lit No:
Revised: 02/01/2010
Form ID: 35860
Publish: 03/12/2014
Details
Royal Alliance
Affidavit of Full Force and Effect
Affidavit as to the Power of Attorney being in full force and effect.
Lit No: ATTY
Revised: 07/01/2012
Form ID: 35866
Publish: 03/13/2014
Details
Royal Alliance
SIS - Model Portfolios - Corporate RIA
Statement of Investment Selection (SIS) for Model Portfolio accounts under a Corporate RIA.
Lit No:
Revised: 01/22/2018
Form ID: 35889
Publish: 02/12/2018
Details
Royal Alliance
SIS - Non-Wrap - Corporate RIA
Statement of Investment Selection (SIS) for Advisor Managed Portfolio (AMP) Non-Wrap accounts under a Corporate RIA.
Lit No:
Revised: 01/22/2018
Form ID: 35890
Publish: 02/12/2018
Details
Royal Alliance
WMP Electronic Delivery Email Consent
Lit No:
Revised: 06/01/2015
Form ID: 35894
Publish: 03/14/2016
Details
Royal Alliance
Margin/Option Agreement (Pershing)
Use this form to request Margin or Option account features for accounts held at Pershing.
Lit No:
Revised: 11/01/2013
Form ID: 35941
Publish: 03/19/2014
Details
Royal Alliance
Advisory Service Brochure
Form ADV Part 2A
Lit No:
Revised: 10/27/2017
Form ID: 38892
Publish: 11/01/2017
Details
Royal Alliance
Customer Agreement (NFS)
This is the Customer Agreement (also known as the Client Agreement) for clients utilizing NFS as custodian.
Lit No:
Revised: 01/22/2018
Form ID: 38893
Publish: 01/19/2018
Details
Royal Alliance
1031 RR-FLS Pre-Approval
Lit No:
Revised: 04/20/2013
Form ID: 47480
Publish: 07/17/2017
Details
Royal Alliance
1031 TIC/DST Pre-Approval Packet
Lit No:
Revised: 04/20/2013
Form ID: 47481
Publish: 07/17/2017
Details
Royal Alliance
One and the Same Letter (ACH Authorization)
A One and the Same Letter for accounts where the name on the brokerage account does not match the name on the bank account or voided check.
Lit No:
Revised: 05/01/2015
Form ID: 47482
Publish: 09/30/2016
Details
Royal Alliance
Acknowledgement of Breakpoint and LOI
Lit No:
Revised: 03/01/2016
Form ID: 47483
Publish: 03/14/2016
Details
Royal Alliance
Advertising Transmittal
Lit No:
Revised: 09/21/2015
Form ID: 47484
Publish: 03/21/2016
Details
Royal Alliance
Advisor Managed Portfolios Appendix 1
Lit No:
Revised: 10/27/2017
Form ID: 47485
Publish: 11/01/2017
Details
Royal Alliance
Advisor Compensation Schedule
Lit No:
Revised: 02/07/2013
Form ID: 47486
Publish: 01/10/2017
Details
Royal Alliance
Alternative Investment Pre-Approval Packet
This form is to be used for preapproval suitability review of non-traded REITs or Equipment Leasing (infrastructure) products.
Lit No:
Revised: 05/01/2016
Form ID: 47487
Publish: 08/18/2017
Details
Royal Alliance
Annual Practice Review Workbook
Lit No: AG-1-APRW
Revised: 01/01/2018
Form ID: 47488
Publish: 01/29/2018
Details
Royal Alliance
Application to Add DBA Logo
This form is used to add a Registered Representative's DBA logo to their clients' Pershing brokerage account statements, trade confirmations, and other communications.
Lit No:
Revised: 04/01/2014
Form ID: 47489
Publish: 03/15/2016
Details
Royal Alliance
Asset Movement Authorization
This form is used to move assets into/between retirement brokerage accounts held with Pershing.
Lit No:
Revised: 01/01/2014
Form ID: 47490
Publish: 03/09/2017
Details
Royal Alliance
Brokerage Acct Mutual Fund De-Networking
This form is used to remove multiple mutual fund positions from a Pershing account to send back to the sponsor.
Lit No:
Revised: 01/01/2013
Form ID: 47491
Publish: 03/22/2016
Details
Royal Alliance
Broker's Letter 144 Example
Lit No:
Revised: 03/01/2016
Form ID: 47492
Publish: 03/15/2016
Details
Royal Alliance
Broker's Letter 144b Example
Lit No:
Revised: 03/01/2016
Form ID: 47493
Publish: 03/15/2016
Details
Royal Alliance
California Home Visit Disclosure
Lit No: CA 789.10
Revised: 06/01/2017
Form ID: 47494
Publish: 06/15/2017
Details
Royal Alliance
Certificate of Sole Proprietorship (NFS)
Use this form to certify that the client is the sole proprietor of an entity for which you wish to open an account at NFS.
Lit No:
Revised: 10/01/2016
Form ID: 47495
Publish: 09/30/2016
Details
Royal Alliance
Certificate of Sole Proprietorship (Pershing)
Use this form to certify that the client is the sole proprietor of an entity for which you wish to open an account at Pershing.
Lit No:
Revised: 10/01/2016
Form ID: 47496
Publish: 09/30/2016
Details
Royal Alliance
Check Writing Maintenance Request
This form is used to make changes to already established check writing account.
Lit No:
Revised: 07/01/2012
Form ID: 47497
Publish: 09/30/2016
Details
Royal Alliance
Client Auth- Automatic Payment of Advisory Fees
Lit No:
Revised: 10/01/2008
Form ID: 47500
Publish: 03/22/2016
Details
Royal Alliance
Client Indemnity Agreement -Bearer Instruments
Lit No:
Revised: 02/01/2010
Form ID: 47501
Publish: 03/22/2016
Details
Royal Alliance
Client Resignation Letter Number 1
Lit No:
Revised: 03/01/2016
Form ID: 47502
Publish: 03/14/2016
Details
Royal Alliance
Client Resignation Letter Number 2
Lit No:
Revised: 03/01/2016
Form ID: 47503
Publish: 03/14/2016
Details
Royal Alliance
Corporate IAR Request
Lit No: RAA2014.10
Revised: 10/01/2014
Form ID: 47505
Publish: 03/23/2016
Details
Royal Alliance
Cost Basis - Default Assignment Change
Lit No:
Revised: 12/01/2010
Form ID: 47506
Publish: 09/30/2016
Details
Royal Alliance
C-RIA Authorization
to Redirect Prospectus Delivery to Financial Advisor
Lit No:
Revised: 02/01/2015
Form ID: 47507
Publish: 03/14/2016
Details
Royal Alliance
Delegation of Supervisory Tasks Candidate Evaluati
Lit No:
Revised: 08/01/2013
Form ID: 47508
Publish: 06/15/2017
Details
Royal Alliance
Delegation of Supervisory Tasks
Lit No:
Revised: 08/01/2013
Form ID: 47509
Publish: 06/15/2017
Details
Royal Alliance
Distribution Change Disclosure Letter
Lit No:
Revised: 05/01/2009
Form ID: 47510
Publish: 03/14/2016
Details
Royal Alliance
Dividend Reinvestment
Lit No:
Revised: 05/01/2009
Form ID: 47511
Publish: 03/24/2016
Details
Royal Alliance
Electronic Delivery (Email) Agreement and Consent
Lit No:
Revised: 06/23/2017
Form ID: 47513
Publish: 06/23/2017
Details
Royal Alliance
EOI - 529 Plans
Lit No:
Revised: 09/01/2007
Form ID: 47514
Publish: 06/01/2016
Details
Royal Alliance
EOI - Direct Participation Program (DPP)
Lit No:
Revised: 09/01/2007
Form ID: 47515
Publish: 06/01/2016
Details
Royal Alliance
EOI - Equity Indexed Annuity
Lit No:
Revised: 11/01/2007
Form ID: 47516
Publish: 06/01/2016
Details
Royal Alliance
EOI - Mutual Fund Exchange
Lit No:
Revised: 09/01/2007
Form ID: 47517
Publish: 06/01/2016
Details
Royal Alliance
EOI - Mutual Fund
Lit No:
Revised: 09/01/2007
Form ID: 47518
Publish: 06/01/2016
Details
Royal Alliance
EOI - Non-Traded REIT
Lit No:
Revised: 09/01/2007
Form ID: 47519
Publish: 06/01/2016
Details
Royal Alliance
EOI - Unit Investment Trust (UIT)
Lit No:
Revised: 09/01/2007
Form ID: 47520
Publish: 06/01/2016
Details
Royal Alliance
EOI - Variable Life
Lit No:
Revised: 09/01/2007
Form ID: 47521
Publish: 06/01/2016
Details
Royal Alliance
Event Notification
Lit No:
Revised: 08/17/2015
Form ID: 47522
Publish: 03/16/2016
Details
Royal Alliance
Financial Networking Agreement
Lit No:
Revised: 03/01/2016
Form ID: 47523
Publish: 03/14/2016
Details
Royal Alliance
Financial Planning Billing Invoice
Lit No:
Revised: 04/01/2017
Form ID: 47524
Publish: 04/24/2017
Details
Royal Alliance
Financial Planning Client Agreement
Lit No:
Revised: 04/01/2017
Form ID: 47525
Publish: 04/25/2017
Details
Royal Alliance
Financial Planning Hourly Fee Blotter
Lit No:
Revised: 10/01/2010
Form ID: 47526
Publish: 03/14/2016
Details
Royal Alliance
Financial Planning LOA for Payment
Lit No:
Revised: 02/01/2018
Form ID: 47527
Publish: 02/21/2018
Details
Royal Alliance
Financial Planning Program Guide
Lit No:
Revised: 04/01/2017
Form ID: 47528
Publish: 04/25/2017
Details
Royal Alliance
Financial Planning Remittance
Financial Planning Remittance Form
Lit No:
Revised: 02/01/2018
Form ID: 47529
Publish: 02/21/2018
Details
Royal Alliance
FINRA Breakpoint Checklist and Worksheet
Lit No:
Revised: 03/01/2016
Form ID: 47530
Publish: 03/24/2016
Details
Royal Alliance
Independent IAR Request
Lit No:
Revised: 08/01/2016
Form ID: 47532
Publish: 09/16/2016
Details
Royal Alliance
Independent RIA Profile
Lit No:
Revised: 03/01/2016
Form ID: 47533
Publish: 03/24/2016
Details
Royal Alliance
Independent RIA Request
Lit No:
Revised: 04/01/2017
Form ID: 47534
Publish: 04/24/2017
Details
Royal Alliance
Independent RIA Variable Annuity Client Agreement
Lit No:
Revised: 12/01/2011
Form ID: 47535
Publish: 03/23/2016
Details
Royal Alliance
Investment Club Account Agreement
Lit No:
Revised: 10/01/2016
Form ID: 47537
Publish: 10/19/2016
Details
Royal Alliance
Investment Transfer Form
Lit No:
Revised: 07/01/2010
Form ID: 47539
Publish: 03/24/2016
Details
Royal Alliance
IRA One-Time Distribution Request (NFS)
Lit No: 1.894238.103
Revised: 02/01/2014
Form ID: 47540
Publish: 09/30/2016
Details
Royal Alliance
I-RIA Auth to Redirect Prospectus Delivery
RIA Authorization to redirect prospectus delivery to the Financial Advisor.
Lit No:
Revised: 02/01/2014
Form ID: 47542
Publish: 03/16/2016
Details
Royal Alliance
LOA to Generate Courtesy 1099
A sample letter of authorization to generate a courtesy 1099 for a Pershing brokerage account.
Lit No:
Revised: 02/01/2002
Form ID: 47544
Publish: 03/21/2016
Details
Royal Alliance
Letter of Indemnity Request
Lit No:
Revised: 04/01/2014
Form ID: 47545
Publish: 04/05/2017
Details
Royal Alliance
Letter of Non-Solicitation - Non-Listed Equities
Lit No:
Revised: 03/01/2016
Form ID: 47546
Publish: 03/23/2016
Details
Royal Alliance
Leveraged & Inverse ETF & Mutual Fund Client Ack.
Lit No: RAA-2-ETF-MF-CA-1114
Revised: 11/01/2014
Form ID: 47547
Publish: 03/16/2016
Details
Royal Alliance
LETF Multi-day Holding Period Suitability Doc
Leveraged or Inverse ETF
Lit No:
Revised: 03/01/2016
Form ID: 47548
Publish: 03/21/2016
Details
Royal Alliance
Limited Trading Authorization
Lit No:
Revised: 09/01/2014
Form ID: 47549
Publish: 03/14/2016
Details
Royal Alliance
Margin Disclosure (NFS)
Lit No:
Revised: 10/01/2016
Form ID: 47552
Publish: 05/10/2017
Details
Royal Alliance
Margin Disclosure (Pershing)
Lit No:
Revised: 10/01/2016
Form ID: 47553
Publish: 05/10/2017
Details
Royal Alliance
WMP QPR Electronic Delivery Consent & Agreement
Consent agreement for electronic delivery of Wealth Management Platform (WMP) quarterly performance reports (QPRs).
Lit No:
Revised: 06/01/2015
Form ID: 47554
Publish: 03/14/2016
Details
Royal Alliance
Marketing Name Request
Lit No:
Revised: 09/28/2015
Form ID: 47555
Publish: 03/24/2016
Details
Royal Alliance
Model Portfolios Appendix 1
Lit No:
Revised: 10/27/2017
Form ID: 47557
Publish: 11/01/2017
Details
Royal Alliance
Municipal Entity Brokerage Account Certification
Lit No:
Revised: 06/01/2017
Form ID: 47558
Publish: 06/15/2017
Details
Royal Alliance
Non-Brokerage Change Request
Use this form to facilitate changes to the Registered Representative or Broker/Dealer at a sponsor company.
Lit No:
Revised: 04/01/2017
Form ID: 47559
Publish: 04/12/2017
Details
Royal Alliance
Non-Discretionary Billing Invoice
Lit No:
Revised: 04/01/2017
Form ID: 47560
Publish: 07/21/2017
Details
Royal Alliance
Non-Discretionary Client Agreement - Addendum A
Lit No:
Revised: 04/01/2017
Form ID: 47561
Publish: 04/24/2017
Details
Royal Alliance
Non-Discretionary Client Agreement - Addendum B
Lit No:
Revised: 04/01/2017
Form ID: 47562
Publish: 04/24/2017
Details
Royal Alliance
Non-Discretionary Client Agreement
Lit No:
Revised: 11/01/2011
Form ID: 47563
Publish: 03/23/2016
Details
Royal Alliance
Non-Discretionary Hourly Fee Blotter
Lit No:
Revised: 05/01/2010
Form ID: 47564
Publish: 03/16/2016
Details
Royal Alliance
Non-Discretionary LOA for Payment
Lit No:
Revised: 02/01/2018
Form ID: 47565
Publish: 02/21/2018
Details
Royal Alliance
Non-Discretionary Program Guide
Lit No:
Revised: 04/01/2017
Form ID: 47566
Publish: 05/31/2017
Details
Royal Alliance
Non-Discretionary Investment Advisory Remittance
Non-Discretionary Remittance
Lit No:
Revised: 02/01/2018
Form ID: 47567
Publish: 02/21/2018
Details
Royal Alliance
Non-Traded REIT Transaction Pre-Approval Inst.
Lit No:
Revised: 07/15/2013
Form ID: 47569
Publish: 07/17/2017
Details
Royal Alliance
Oil and Gas Attestation
Lit No: AG-Rev
Revised: 11/01/2016
Form ID: 47570
Publish: 12/02/2016
Details
Royal Alliance
Outgoing Federal Fund Wire Request (NFS)
Lit No:
Revised: 01/01/2014
Form ID: 47571
Publish: 09/30/2016
Details
Royal Alliance
Outgoing Federal Fund Wire Request (Pershing)
Lit No:
Revised: 01/01/2014
Form ID: 47572
Publish: 09/30/2016
Details
Royal Alliance
Pershing Mutual Fund Consolidation - Retail
Lit No:
Revised: 05/01/2012
Form ID: 47573
Publish: 03/14/2016
Details
Royal Alliance
Pershing Mutual Fund Consolidation - Retirement
Lit No:
Revised: 05/01/2012
Form ID: 47574
Publish: 03/14/2016
Details
Royal Alliance
Authorization to Disclose Customer Information
This form (also known as a Privacy Waiver) is used to provide authorization to disclose information about your client's account to a third-party (such as a family member, friend, attorney, accountant)
Lit No:
Revised: 04/01/2008
Form ID: 47576
Publish: 04/06/2017
Details
Royal Alliance
Professional Designation Approval Request
Lit No:
Revised: 08/07/2015
Form ID: 47577
Publish: 03/16/2016
Details
Royal Alliance
RASA Billing Notification
Lit No:
Revised: 04/01/2010
Form ID: 47578
Publish: 03/24/2016
Details
Royal Alliance
RASA Fee Termination Notification
Lit No:
Revised: 11/01/2011
Form ID: 47579
Publish: 03/24/2016
Details
Royal Alliance
Retail Brokerage Journal Request (NFS)
Lit No:
Revised: 01/01/2014
Form ID: 47581
Publish: 11/04/2016
Details
Royal Alliance
Retail Brokerage Journal Request (Pershing)
Lit No:
Revised: 01/01/2014
Form ID: 47582
Publish: 11/04/2016
Details
Royal Alliance
Risk Tolerance Questionnaire (RTQ)
Lit No:
Revised: 01/22/2018
Form ID: 47583
Publish: 02/12/2018
Details
Royal Alliance
Roth Conversion Recharacterization Request
Pershing
Lit No:
Revised: 06/01/2014
Form ID: 47584
Publish: 09/30/2016
Details
Royal Alliance
Sales Letter 144 Example
Lit No:
Revised: 10/01/2016
Form ID: 47586
Publish: 10/04/2016
Details
Royal Alliance
Sales Letter 144K Example
Lit No:
Revised: 10/01/2016
Form ID: 47587
Publish: 10/04/2016
Details
Royal Alliance
Sales Letter 145 Example
Lit No:
Revised: 10/01/2016
Form ID: 47588
Publish: 10/04/2016
Details
Royal Alliance
Sales Letter 701 Example
Lit No:
Revised: 10/01/2016
Form ID: 47589
Publish: 10/04/2016
Details
Royal Alliance
Sales Removal Letter 144K Example
Lit No:
Revised: 10/01/2016
Form ID: 47590
Publish: 10/04/2016
Details
Royal Alliance
Signature Guarantee Certification
Use for requesting that a document be Medallion Signature Guaranteed.
Lit No:
Revised: 10/01/2017
Form ID: 47591
Publish: 11/01/2017
Details
Royal Alliance
SMA UMA Appendix 1
Lit No:
Revised: 10/27/2017
Form ID: 47592
Publish: 11/01/2017
Details
Royal Alliance
SIS - Wrap - Corporate RIA
Statement of Investment Selection (SIS) for Advisor Managed Portfolio (AMP) Wrap accounts under a Corporate RIA.
Lit No:
Revised: 01/22/2018
Form ID: 47593
Publish: 02/12/2018
Details
Royal Alliance
SIS - Non-Wrap - Independent RIA
Statement of Investment Selection (SIS) for Advisor Managed Portfolio (AMP) Non-Wrap accounts under an Independent RIA.
Lit No:
Revised: 01/22/2018
Form ID: 47594
Publish: 02/12/2018
Details
Royal Alliance
SIS - Wrap - Independent RIA
Statement of Investment Selection (SIS) for Advisor Managed Portfolio (AMP) Wrap accounts under an Independent RIA.
Lit No:
Revised: 01/22/2018
Form ID: 47595
Publish: 02/12/2018
Details
Royal Alliance
SIS - Model Portfolios - Independent RIA
Statement of Investment Selection (SIS) for Model Portfolio accounts under an Independent RIA.
Lit No:
Revised: 01/22/2018
Form ID: 47596
Publish: 02/12/2018
Details
Royal Alliance
Stock Certificate Third Party Release (NFS)
Lit No:
Revised: 11/01/2013
Form ID: 47597
Publish: 09/30/2016
Details
Royal Alliance
Stock Certificate Third Party Release (Pershing)
Lit No:
Revised: 11/01/2013
Form ID: 47598
Publish: 09/30/2016
Details
Royal Alliance
Stop Release Letter for Stock Certificates
Lit No:
Revised: 02/01/2010
Form ID: 47599
Publish: 03/14/2016
Details
Royal Alliance
Streetscape User Request
Lit No:
Revised: 08/01/2013
Form ID: 47600
Publish: 03/15/2016
Details
Royal Alliance
Substantially Equal Periodic Payments 72(t)
Lit No:
Revised: 01/01/2012
Form ID: 47601
Publish: 03/14/2016
Details
Royal Alliance
STC - Designation or Change of Beneficiary
Lit No:
Revised: 08/01/2015
Form ID: 47602
Publish: 03/22/2016
Details
Royal Alliance
STC - Roth Adoption Agreement
Lit No:
Revised: 09/01/2017
Form ID: 47603
Publish: 10/12/2017
Details
Royal Alliance
STC - Traditional Adoption Agreement
Lit No:
Revised: 09/01/2017
Form ID: 47604
Publish: 10/12/2017
Details
Royal Alliance
Systematic Withdrawal Authorization
Lit No:
Revised: 04/01/2014
Form ID: 47605
Publish: 09/30/2016
Details
Royal Alliance
Temporary Out of Office Notification
Lit No:
Revised: 07/01/2017
Form ID: 47606
Publish: 07/20/2017
Details
Royal Alliance
Tender Fund Liquidation
Lit No:
Revised: 07/01/2012
Form ID: 47608
Publish: 03/22/2016
Details
Royal Alliance
Third Party Check Request (NFS)
Lit No:
Revised: 01/01/2014
Form ID: 47609
Publish: 09/30/2016
Details
Royal Alliance
Third Party Check Request (Pershing)
Lit No:
Revised: 01/01/2014
Form ID: 47610
Publish: 09/30/2016
Details
Royal Alliance
UTMA/UGMA Asset Transfer Request (NFS)
For NFS clients only.
Lit No: RAA-NFS
Revised: 11/01/2011
Form ID: 47611
Publish: 09/30/2016
Details
Royal Alliance
UTMA/UGMA Asset Transfer Request (Pershing)
For Pershing clients only.
Lit No:
Revised: 01/01/2016
Form ID: 47612
Publish: 09/30/2016
Details
Royal Alliance
Variable Annuity Suitability Packet
Use this form to submit Variable Annuity Initial Purchase and Variable Annuity Replacement transactions to Sales Supervision for Pre-Approval.
Lit No:
Revised: 12/01/2015
Form ID: 47613
Publish: 07/17/2017
Details
Royal Alliance
Margin Application & Account Agreement (NFS)
Lit No: 1.903621.102
Revised: 08/01/2011
Form ID: 47614
Publish: 03/14/2016
Details
Royal Alliance
Irrevocable Stock or Bond Power (Pershing)
Lit No:
Revised: 07/01/2003
Form ID: 47616
Publish: 03/16/2016
Details
Royal Alliance
Client Action Form
This optional form provides documentation of changes or decisions made during a client/account review. It provides disclosure of the review as well as acknowledgement of the review by the client.
Lit No: AG-2-CCAF-0317
Revised: 03/01/2017
Form ID: 47617
Publish: 11/06/2017
Details
Royal Alliance
IRA/ESA Distribution Request
Use this form for distributions from an ESA account or to process an IRA distribution from a non-QRP account held with Pershing.
Lit No: FRM-IRA-DIST-10-15
Revised: 10/01/2015
Form ID: 47832
Publish: 02/21/2018
Details
Royal Alliance
Commission Direct Deposit Authorization
Lit No:
Revised: 08/01/2015
Form ID: 47856
Publish: 03/29/2016
Details
Royal Alliance
PAC Pre-Approval Packet
Non Traded Preferred Stock Warrant
Lit No: AG-CAP
Revised: 07/01/2017
Form ID: 47927
Publish: 09/08/2017
Details
Royal Alliance
Non-Solicitation Letter-Non-Investment Grade Bonds
Lit No:
Revised: 02/01/2010
Form ID: 47968
Publish: 04/01/2016
Details
Royal Alliance
Power of Attorney with Durable Provision
Lit No:
Revised: 05/01/2016
Form ID: 48686
Publish: 05/03/2016
Details
Royal Alliance
Additional Client Signature Page (Pershing)
This form is for Pershing advisors only. For use with accounts types where the SSN/TIN of the account is different than that of the client, requiring multiple signature pages (ex: Custodial)
Lit No:
Revised: 06/01/2017
Form ID: 49855
Publish: 05/31/2017
Details
Royal Alliance
Additional Client Signature Page (NFS)
This form is for National Financial advisors only. For use with accounts types where the SSN/TIN of the account is different than that of the client, requiring multiple signature pages (ex: Custodial)
Lit No:
Revised: 08/01/2015
Form ID: 49856
Publish: 07/11/2016
Details
Royal Alliance
Account Holder Signature Card
Use this form to establish a "wet" signature for accounts opened with eSignature.
Lit No:
Revised: 01/01/1900
Form ID: 49990
Publish: 07/21/2016
Details
Royal Alliance
Variable Annuity Share Class Disclosure
Variable Annuity Share Class Disclosure and Acknowledgement form
Lit No:
Revised: 10/01/2015
Form ID: 50296
Publish: 07/29/2016
Details
Royal Alliance
Private Investment Form
Use this form to authorize Pershing to issue funds from your account to purchase an investment offered through a private investment.
Lit No:
Revised: 07/01/2015
Form ID: 50791
Publish: 09/21/2017
Details
Royal Alliance
Retirement Income Fact Finder
Lit No:
Revised: 09/01/2016
Form ID: 50868
Publish: 09/12/2016
Details
Royal Alliance
Media Appearance Acknowledgement
Lit No:
Revised: 09/02/2016
Form ID: 51209
Publish: 09/15/2016
Details
Royal Alliance
Account Application - Person (Salesforce)
This worksheet is used to collect data related to opening a new account via Salesforce for a Pershing client.
Lit No:
Revised: 01/22/2018
Form ID: 51693
Publish: 01/19/2018
Details
Royal Alliance
Client Application - Person (Salesforce)
This worksheet is used to collect data related to creating a new client record via Salesforce for a Pershing client.
Lit No:
Revised: 01/22/2018
Form ID: 51696
Publish: 01/19/2018
Details
Royal Alliance
Annual Delivery of Privacy Policy Guidance I-RIA
Lit No:
Revised: 12/01/2016
Form ID: 52438
Publish: 12/19/2016
Details
Royal Alliance
FINRA Rule 2273 Disclosure
Lit No:
Revised: 01/01/2017
Form ID: 53570
Publish: 01/23/2017
Details
Royal Alliance
Client Application - Entity (Salesforce)
This worksheet is used to collect data related to creating a new client record via Salesforce for a Pershing LLC client.
Lit No:
Revised: 01/22/2018
Form ID: 54299
Publish: 01/19/2018
Details
Royal Alliance
Account Application - Entity (Salesforce)
This worksheet is used to collect data related to opening a new account via Salesforce for a Pershing LLC client.
Lit No:
Revised: 02/01/2017
Form ID: 54300
Publish: 04/28/2017
Details
Royal Alliance
FLS Guide to Approving Inactive Alerts in Account
Lit No: FSC-2FLS-AIA-0417
Revised: 04/01/2017
Form ID: 55536
Publish: 04/13/2017
Details
Royal Alliance
Rollover Disclosure Form: Pension Plan to IRA
The Pension Plan to IRA Rollover/Transfer Disclosure form is used when it is the advisor's recommendation that the client roll over assets from his/her ERISA pension plan to an IRA.
Lit No: RAA-2-PP-IRA-TD-0517
Revised: 05/31/2017
Form ID: 56511
Publish: 06/07/2017
Details
Royal Alliance
Rollover Disclosure Form: IRA to Retirement
The IRA to Retirement Plan Account Rollover/Transfer Disclosure form is used when it is the advisor's recommendation that the client roll over assets from his/her IRA to his/her Retirement plan accoun
Lit No: RAA-2-IRA-RPA-TD-0517
Revised: 05/31/2017
Form ID: 56515
Publish: 06/07/2017
Details
Royal Alliance
Rollover Disclosure Form: IRA to IRA
The IRA to IRA Rollover/Transfer Disclosure form is used when it is the advisor's recommendation that the client roll over assets from his or her existing IRA to a new IRA.
Lit No: RAA-2-IRA-Rollover-TD-0517
Revised: 05/31/2017
Form ID: 56519
Publish: 06/07/2017
Details
Royal Alliance
Rollover Disclosure Form: ERISA to Retirement
The ERISA Plan to Retirement Plan Rollover/Transfer Disclosure form is used when it is the advisor's recommendation that the client roll over assets from his or her ERISA plan account to a new plan ac
Lit No: RAA-2-ERISA-TD-0517
Revised: 05/31/2017
Form ID: 56523
Publish: 06/07/2017
Details
Royal Alliance
Rollover Disclosure Form: ERISA to IRA
The ERISA Plan Account to IRA Rollover/Transfer Disclosure form is used when it is the advisor's recommendation that the client roll over assets from his or her ERISA plan account to an IRA.
Lit No: RAA-2-ERISA-IRA-TD-0517
Revised: 05/31/2017
Form ID: 56527
Publish: 06/07/2017
Details
Royal Alliance
Independent AMP Client Agreement
Lit No:
Revised: 06/01/2017
Form ID: 56534
Publish: 06/06/2017
Details
Royal Alliance
Independent MPP Client Agreement
Lit No:
Revised: 06/01/2017
Form ID: 56535
Publish: 06/06/2017
Details
Royal Alliance
RAA AMP Client Agreement
Lit No:
Revised: 10/27/2017
Form ID: 56537
Publish: 11/01/2017
Details
Royal Alliance
RAA MPP Client Agreement
Lit No:
Revised: 10/27/2017
Form ID: 56538
Publish: 11/01/2017
Details
Royal Alliance
RAA SMA/UMA Client Agreement
Lit No:
Revised: 10/27/2017
Form ID: 56539
Publish: 11/01/2017
Details
Royal Alliance
Independent SMA/UMA Client Agreement
Lit No:
Revised: 06/01/2017
Form ID: 56540
Publish: 06/06/2017
Details
Royal Alliance
RPCS Level Commission Agreement-Trustee Direct
Client Services Agreement Fiduciary/Level Commission Schedule
Lit No: V.1 RAA RPCS FID.LEV.COMM.6.9.17
Revised: 05/31/2017
Form ID: 56548
Publish: 06/08/2017
Details
Royal Alliance
RPCS Level Commission Agreement-Participant Direct
Client Services Agreement Fiduciary/Level Commission Schedule
Lit No: V.4 RAA RPCS FID.LEV.COMM.10.15.17
Revised: 10/15/2017
Form ID: 56552
Publish: 11/29/2017
Details
Royal Alliance
RPCS Advisory Fee Agreement-Trustee Directed
Client Services Agreement Fiduciary/Fee Schedule
Lit No: V.1.RAA.RPCS.FID.ADV.FEE.6.9.17
Revised: 05/31/2017
Form ID: 56556
Publish: 06/08/2017
Details
Royal Alliance
RPCS Advisory Fee Agreement-Participant Directed
Client Services Agreement Fiduciary/Fee Schedule
Lit No: V.4 RAA RPCS FID.ADV.FEE.10.15.17
Revised: 10/15/2017
Form ID: 56560
Publish: 11/29/2017
Details
Royal Alliance
ERISA Establish Kit Part-Directed Adv. Fee
Lit No: AG-2-ERISA-PB-ARL
Revised: 10/15/2017
Form ID: 57527
Publish: 11/30/2017
Details
Royal Alliance
ERISA Establish Kit Trustee-Directed Fee
Lit No: AG-2-ERISA-PB-ARL
Revised: 05/01/2017
Form ID: 57528
Publish: 07/21/2017
Details
Royal Alliance
ERISA Establish Kit Trustee-Directed Level
Lit No: AG-2-ERISA-PB-ARL
Revised: 05/01/2017
Form ID: 57529
Publish: 07/21/2017
Details
Royal Alliance
ERISA Establish Kit Part-Directed Level
Lit No: AG-2-ERISA-PB-ARL
Revised: 10/15/2017
Form ID: 57530
Publish: 11/30/2017
Details
Royal Alliance
ERISA Plan New Relationship Set up
Lit No: AG-2-ERISA-PB-ARL
Revised: 10/15/2017
Form ID: 57531
Publish: 07/21/2017
Details
Royal Alliance
Political Contribution Pre-Approval Request
Lit No: 17-0221
Revised: 08/01/2017
Form ID: 58159
Publish: 08/21/2017
Details
Royal Alliance
OneView DBA Logo
Use the power of your approved DBA logo to create a professional look to your clients' OneView reports. By adding your approved DBA logo, the reports keep your brand and your professional look in fron
Lit No:
Revised: 07/01/2016
Form ID: 58969
Publish: 10/12/2017
Details
Royal Alliance
ACH Authorization Agreement for Pershing Accounts
Use this form to add ACH instructions to a Pershing account.
Lit No:
Revised: 10/01/2017
Form ID: 58973
Publish: 10/26/2017
Details
Royal Alliance
MPP Client Agreement - Independent RIA
Lit No:
Revised: 10/27/2017
Form ID: 59162
Publish: 11/01/2017
Details
Royal Alliance
AMP Client Agreement - Independent RIA
Lit No:
Revised: 10/27/2017
Form ID: 59163
Publish: 11/01/2017
Details
Royal Alliance
SMA/UMA Client Agreement - Independent RIA
Lit No:
Revised: 10/27/2017
Form ID: 59164
Publish: 11/01/2017
Details
Royal Alliance
Loan Advance Lending Agreement
Lit No:
Revised: 01/01/1900
Form ID: 59173
Publish: 11/13/2017
Details
Royal Alliance
Loan Advance Application Kit
Lit No:
Revised: 01/01/1900
Form ID: 59177
Publish: 11/13/2017
Details
Royal Alliance
Client Application - Person (Short Form)
This worksheet is used to collect data related to creating a new client record via Client Central for a Pershing or STC client. Only U.S. citizens living in the U.S. may use this form.
Lit No:
Revised: 01/22/2018
Form ID: 59386
Publish: 01/04/2018
Details
Royal Alliance
Account Application - Person (Short Form)
This worksheet is used to collect data related to opening a new account via Client Central for a Pershing or STC client. Only U.S. citizens living in the U.S. may use this form.
Lit No:
Revised: 01/22/2018
Form ID: 59387
Publish: 01/19/2018
Details
Royal Alliance
Client Application - Person (Short Form) (NFS)
This worksheet is used to collect data related to creating a new client record via Salesforce for an NFS client. Only U.S. citizens living in the U.S. may use this form.
Lit No:
Revised: 01/22/2018
Form ID: 59429
Publish: 01/04/2018
Details
Royal Alliance
Account Application - Person (Short Form) (NFS)
This worksheet is used to collect data related to opening a new account via Client Central for an NFS client. Only U.S. citizens living in the U.S. may use this form.
Lit No:
Revised: 01/22/2018
Form ID: 59432
Publish: 01/19/2018
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
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
Blackstone Real Estate Income Trust
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald --NEW--
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
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
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 --NEW--
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.
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
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
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 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 --NEW--
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners --NEW--
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity --NEW--
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
Rodin Global Property Trust --NEW--
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
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
Steadfast Capital Markets Group
Steben & Company
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
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 --NEW--
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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