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Helpful Interview Forms

The two questionnaires below are designed to help make the most of your Investment Suitability Interview.

We encourage you to review and discuss the forms prior to your interview. You may complete as much (or as little) of the each form as you wish, prior to your interview. However, we will carefully review your responses at the interview, and after discussing them, we may agree to make changes.

Click here to read, or to print, a copy of the Suitability Interview Questionnaire

Click here to read, or to print, a copy of the Supplemental Questionnaire

Also, click here for more information about your account at Charles Schwab, and our fees.

We look forward to visiting with you!