Step 4a - Initial Deposit / Investment Details
Tell us the type and the amount of each Initial Deposit for this application. You may select one or more Initial Deposit options.
If Transfer from another financial institution is selected, select the relinquishing company from the drop down list and their address and fax information is automatically populated.
Select the Fee Option(s) and Fund Name(s) for each fund your client would like to invest in.
Systematic Withdrawals (SWPs), Recurring PADs, and Scheduled Switches can also be added here.
