Documents

Pershing Account Documents

W-9
IRA Application (Traditional)
IRA Application (Roth)
IRA Application (SEP)
Options Agreement
Online Access Form
Stock Power Form

Other Documents

Request a New Account Form
Request an ADV Part II Form

Items on the document page are provided solely for the benefit and convenience of existing clients of Investment Partners. These documents do not in any way constitute an offer to buy or sell securities or provide services whatsoever to non-clients of Investment Partners. Read the complete disclaimer information here .