GVA Fact Finder

We understand that filling out forms can be painful. That’s why we created an online tool to help you and your advisor move your accounts seamlessly. GVA’s client fact finder helps us gather important information to help expedite the account opening process. The data is transmitted through a secure connection on our website, using the strongest encryption available. You may view the authenticity of the connection by selecting the green lock icon at the top next to the address bar.


Financial Advisor

Financial Advisor

Please enter the name of your financial advisor below. If you currently do not have one, please leave this field blank

Financial Advisor:

Primary Information

PRIMARY OWNER’S INFORMATION

Please enter the appropriate information for the primary owner of the account(s).

Primary Owner:
ID Type:
Primary DOB:
ID Number:
Primary SSN:
ID Issue Date:
Marital Status:
ID Expiration Date:
Phone:
Primary Street:
Primary City:
Primary State:
Primary Zip:

Primary Employment & Finances

PRIMARY OWNER’S EMPLOYMENT

Please select the appropriate industry from the list below. If you are currently retired, Congrats!, please select “Retired” from the dropdown and enter your previous occupation.

Industry:

 

Employer Name:
Occupation / Previous Occupation:
Employer Address:
Work Phone:
Employer City:
Employer State:
Employer Zip:

FINANCIAL INFORMATION

Please select your annual income, net worth, and liquid net worth from the lists below (Liquid Net Worth should be less than or equal to Net Worth). You will also need to state your applicable tax bracket.

Annual Income:
Net Worth:
Liquid Net Worth:
Federal Tax Bracket:

WEALTH SOURCE

Employment Income
Inheritance
Real Estate
Investment Income
Retirement Assets
Sales of Home/Business

Secondary Information

Will there be a secondary owner on any of the accounts you open? If so, please select this box and enter the appropriate information.

SECONDARY OWNER’S INFORMATION

Secondary Owner:
Secondary ID Type:
Secondary DOB:
Secondary ID Number:
Secondary SSN:
Secondary ID Issue Date:
Secondary Marital Status:
Secondary ID Expiration Date:
Secondary Phone:
Secondary Street:
Secondary City:
Secondary State/Zip:

Secondary Employment & Finances

SECONDARY OWNER’S EMPLOYMENT

Industry:

 

Employer Name:
Occupation:
Employer Address:
Work Phone:
Employer City:
Employer State:
Employer Zip:

FINANCIAL INFORMATION

Annual Income:
Net Worth:
Liquid Assets:
Federal Tax Bracket:

WEALTH SOURCE

Salary
Inheritance
Real Estate
Investment Income
Retirement Assets
Sales of Home/Business

Investment Experience

TRADING INFORMATION & EXPERIENCE

Investment Objective:
Investment Experience (Years):
Income w/ Cap. Pres.
Bonds:
Income w/ Mod. Growth
Stocks:
Growth w/ Income
Annuities:
Growth
Mutual Funds:
Aggressive Growth
Margin/Options:
Trading
Asset Breakdown (%):
Real Estate:
Equities:
Mutual Funds:
Alt. Invest.:
Checking/Savings:
Bonds:
Annuities:
Other:
Insurance:
Total:

INVESTMENT TIME HORIZON & LIQUIDITY NEEDS

Time Horizon:
Liquidity Needs:

Beneficiary Information

BENEFICIARY INFORMATION

Name:
Name:
Name:
DOB:
DOB:
DOB:
Relationship:
Relationship:
Relationship:
SSN:
SSN:
SSN:
Share %:
Share %:
Share %:

Additional Info

ADDITIONAL INFORMATION