Accounts, Custody & Authority — Update / setup form (auth-only) for Financial Advisors. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

Where assets are held and what we’re authorized to do — references and names only, never account numbers or login credentials.

What it collects (by section):

• Where assets are held — Custodian(s) of Assets [long text]; Account Types Held [multi-select: Taxable brokerage / Traditional IRA / Roth IRA / 401(k)/Workplace plan / SEP/SIMPLE / …]; Workplace Plan Provider [short text]; Held-Away Accounts Present [choice: Yes / No]; Account Identifiers (reference only) [short text].
• Authority — Discretionary Management Authorization [choice: Yes / No / Account-specific]; Trading Authorization (LPOA) Status [dropdown: Not required / Draft / Sent / Active / Revoked / …].
• Cash management — Cash Reserve Target [number]; Cash Sweep Preference [dropdown: Default sweep / High-yield sweep / Money market fund / Manual].
• Concentration & restrictions — Concentrated Position(s) Present [choice: Yes / No / Unknown]; Concentrated Position Notes [long text]; Employer Securities Restrictions [multi-select: Blackout windows / Pre-clearance / Short-swing rules / Insider status / None / …].

Form type: Update / setup (up), auth-only. Niche: Financial Advisors. Deployment: embed.

Best for / surface when: Financial Advisors client workflow — accounts, custody & authority.