WealthTrace Client Questionnaire

Questionnaire/Fact Finder (Online Version)

Have your clients or prospects fill out the information needed for a plan online. They will enter basic plan information using an easy-to-understand questionnaire and the completed form will be emailed to the advisor.

Questionnaire/Fact Finder (Hard Copy Version)

Get a head start on your clients' plans by having them fill out this questionnaire first. Client Questionnaire for Advisors (Click to Open or Right-Click to Save):

*We can also customize this questionnaire for you at no extra charge, adding questions, new sections, and your logo!