Custodial Forms & Weatherstone Capital Management Forms
While the most common forms are listed below you may find that additional forms may be needed. Please contact our office if you do not see a form below that may be required and we will be able to email it to you, or help you decide what else is needed.
E*TRADE Advisor Services is ACAT eligible for transfers in. Most companies that E*TRADE requests the funds from are also ACAT eligible, however a few are not. In this case the client may need to liquidate the account prior to E*TRADE making the request. If you would like to see a full list of non-ACAT firms, please contact us.
Weatherstone and E*Trade forms also available on Laserapp