New Profile Information

When you complete this form and the following Risk Tolerance Questionnaire we will be contacting you to discuss working with RamseyInvesting.com.

Account Holder Information
First Name: * Nickname:
Middle name:
Last name: *
DOB: MM/DD/YYYY *
Email: *
Re-type Email: *
Home address
Street: * (no P.O. Box)
City: *
State: *
Zip: *
Home Phone: *Preferred contact phone number
format: 123-456-7890
Work Phone:Preferred contact phone number
format: 123-456-7890
Cell Phone:Preferred contact phone number
format: 123-456-7890
Mailing Address (if different than home address)
Street:
City:
State:
Zip:
Additional Account Holder
First name: Nickname:
Middle name:
Last name:
DOB: MM/DD/YYYY
Tax Information
In generating recommendations for your investment accounts we will invest in taxable funds by default. If you wish for us to take into account your income tax rate please provide the following (Note: If you only have an IRA account this information is not needed.):

Account HolderAdditional Account Holder
Total taxes paid in previous tax year (in $) 1 :
Adjusted Gross Income (AGI) in previous tax year (in $) 2 :
1 This can be found on line 63 of your income tax return
2 This can be found on line 37 of your income tax return
Other Information
Security Question: *
Answer: *

Ramsey & Associates, Inc.
WEB SITE ACCESS ACKNOWLEDGMENT

Please read and scroll through the WEB SITE ACCESS ACKNOWLEDGEMENT below and click "I/we agree to the web site acknowledgement" at the bottom.

As a client of Ramsey & Associates, Inc. ("R&A"), by selecting the "I Agree" button, I elect to participate in the password-protected access portion of R&A's Internet web site. I understand that my participation will allow me to review certain investment-related information published by R&A and unaffiliated third parties. This password-protected access is made available to clients of R&A free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will create my own individual password. I agree not to share my password with any other person. I understand that R&A's Internet web site does not provide me with the ability to direct account transactions (i.e., place orders, make withdrawals, etc.), except for access that may be provided by the account custodian. I hereby release and hold R&A harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

I/we agree to the web site acknowledgment


 
Please read and scroll through the WEB SITE ACCESS ACKNOWLEDGEMENT and click "I/we agree to the web site acknowledgement" at the bottom.

* Required fields