Free templates
Intake forms and document checklists, free to use
The forms financial firms send every new client, written out in full. Read any of them here, print it, or send it as a link your clients fill in on their phone.
Financial advisors
Financial advisor client intake form
Who they are, their spouse or partner, and the accounts they want to move.
12 questions, 2 documents
Financial planning questionnaire
Everything a first plan is built from: income, savings, protection and goals.
2 questions, 10 documents
Annual client review form
What changed this year, and the statements for accounts you do not hold.
7 questions, 3 documents
Tax and accounting
Mortgage and lending
Real estate
Insurance
Send any of these as a link
Start from a template, change what you like, and send it to your first client today. 14 days free, no card, from $29 a month for the whole firm.