EXISTING ACCOUNT
MAINTENANCE SHEET

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Advisor Name

Wealthport Team-Directed Rep Code

Point of Contact Name (CRS/Admin/Advisor)

Client Name

Client Registration Type (Part 1)

Client Registration Type (Part 2)

Client Account Number

Change Strategy

Add/change contribution amount frequency date

Add/change distribution amount frequency date

Special Trading Instructions

*Please note this provides instructions for trading only.
You will need to set up a periodic distribution / contribution on Pershing or NFS.

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Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Interdependent Advisors are not affiliated.

EXISTING ACCOUNT MAINTENANCE SHEET

EXISTING ACCOUNT
MAINTENANCE SHEET