------------------------------------

Title should be: Client Profile (Custodial Advantage)

Delete

required
----------------------- Client Name

required

Delete

Delete
 required

Can the employer name/address section only be visible

if employed or self-employed is checked?

required required

required
this should be next to the
"other government" radio button
required

required
 required
required

required too much space

required
Put the "years of experience" column and "transactions per year" column side-by-side

Should check boxes

Delete
 Delete all

"I plan ..."

The totals don't need to show here, just in the box above the chart
 Radio buttons, not check boxes

Put the "example" under "3. Select the investments

Radio buttons, not check boxes

Delete
The subtotals should display here only (not in the previous sections)

Make this a dropdown of the above choices

 Should auto-populate from previous SSN box

Should auto-populate from previous Name box

Should auto-populate from previous email box

Add check box "I do not wish to name a trusted contact

Delete this
Can this section only be visible if they
do not check the "I do not wish .." box?
Delete
January 15th
April 15th
July 15th
October 15th

Delete
Delete

Delete
 Delete

Can this just be checked by default?

 Delete
(Change the order)
1
4
4
2
4 (preserve, not reserve)
5
3
6 (Add "Other: ___________"

Radio buttons, not check boxes

Delete
Do you own other ...

Put the check boxes here

Only need enoug
for a few words

Delete
Delete

Delete
 Delete

Delete
Delete
 Delete this sectio
of the PDF itself
in a few areas (se

Auto-populate based on
previous answers
Name and SSN should auto-populate

Auto-populate
Auto-populate

Since this is the only ques

'If this account is from a former employer, "Retirement Transfer Form
please add the approximate date you left that job:" add it to Section 7 (Mutual