Documents

Wilson-Davis & Company has developed a list of forms used by customers that will be available for view and print. Please select the form that you need and print and fax or email back to your Broker. The documents below are the most common. A full list of documents can be found by clicking the appropriate folder on the keyboard to the left.

• Form CRS Client Relationship Summary
• New Account Domestic Cash Application
• New Account Foreign Cash Application
• New Account Agreement
• MFA-Multi Factor Authentication Setup
• Customer Securities Deposit Agreement
• Customer Stock Deposit Representations
• Customer Debt Conversion Questionnaire
• Customer Affiliation Representations
• Shell Status Worksheet
• Fee Schedule
• FINRA Manual
• Not-Held Order Form

A full list of client documents can be found here.

If you have any question, a registered rep can be reached at 801-532-1313