Do You Need WBI Paperwork?

You have come to the right place!

Click on the below to fill and download the relevant paperwork. If you have any questions, please contact your wholesaler or call 800-772-5810.

For advisors opening account custodied at Pershing Advisor Solutions:

Individual Forms:

New Client Packets:

WBI Client Disclosure Packet (to be given to the client upon solicitation)

Corporate Account Packet

Corporate Account Packet (Solo Officer)

Individual Account Packet

Inherited IRA Account Packet

Joint Community Property Account Packet

Joint Rights of Survivorship Account Packet

Joint Tenants in Common Account Packet

Partnership Account Packet

Roth IRA Account Packet

SEP IRA Account Packet (need Form 5305 also)

Simple IRA Account Packet

Traditional IRA Account Packet

Trust Account Packet

Existing Client New Account Packets:

Existing client forms can be used to open additional account for current signers (ie. Individual, joint, IRA where both clients have signed our agreement) — they cannot be used for entities if the entity does not have a current account with us.

WBI Client Disclosure Packet (to be given to client upon solicitation)

Existing Client (replicate an existing registration)

Existing Client Individual Account Packet

Existing Client Inherited IRA Account Packet

Existing Client Joint Community Property Account Packet

Existing Joint Rights of Survivorship Account Packet

Existing Client Joint Tenants in Common Account Packet

Existing Client Roth IRA Account Packet

Existing Client SEP IRA Account Packet (need form 5305 also)

Existing Client Simple IRA Account Packet

Existing Client Traditional IRA Account Packet