Enter Portfolio Owner Information ...
Access Information:
We require a unique username and password for each portfolio. You will be required to enter the username and password each time you access your portfolio. Your password is cAsE sEnSiTiVe, must be at least 6 characters, and cannot contain spaces.
Username*:
Password*:
Retype Password*:
If you forget your password, we will ask you this question to help you regain access to your portfolio. Enter a question in the box below that only you know the answer to. For example: 'What is my favorite dessert?' The answer must be at least 1 character and cannot contain spaces.
Secret Question:
Answer:
Retype Answer:
Contact Information:
First Name*:
Middle Name:
Last Name*:
Street Address*:
Street Address:
City*:
State*:
ZIP Code*:
Phone Number*:
Email Address*:
Personal Information:
Birth Date*:
Social Security Number*:
Enter Employment Information ...
To serve as your investment advisor, we are required to obtain certain information about your employment.
Occupational Information:
Occupation*:
Please select ... Office/Clerical
Technical
Manufacturing/Building
Professional
Managerial
Marketing/Sales
Self-employed
Retired
Other
Association Information:
Are you employed by a member of the National Association of Securities Dealers (NASD), the New York Stock Exchange (NYSE), or another securities regulatory body? If so, please choose the appropriate organization below - and enter your employer's name and address (required).
Association*:
No Membership With Regulated Associations
National Association of Securities Dealers
New York Stock Exchange
Municipal Securities Ruling Board
Employer Name*:
Employer Address*:
Employer Address:
Employer City*:
Employer State*:
Employer ZIP Code*:
Enter Basic Investing Information ...
In order to provide you with advisory services regarding investing, we are required to collect certain information to help us understand your investment needs and investment outlook. Please select the choices that best desribe your particular situation.
General Goal Information:
Typically, the two most important components of a proper investment selection are your risk tolerance and time horizon. Generally, the shorter the time horizon, the less risk you should take. If you have a longer time horizon, you may be willing to assume a higher degree of risk and greater market fluctuation.
Primary Goal*:
Please select ... Retirement
College Education
Home Purchase
Car Purchase
Vacation
Grandchildren
Healthcare
Wedding
New Business
Other
Risk Tolerance*:
Please select ... Ultra-conservative
Conservative
Moderate
Aggressive
Ultra-aggressive (learn more)
Time Horizon*:
Please select ... 1 Year
2 Years
3 Years
4 Years
5 Years
6 Years
7 Years
8 Years
9 Years
10 Years
11 Years
12 Years
13 Years
14 Years
15 Years
16 Years
17 Years
18 Years
19 Years
20 Years
21 Years
22 Years
23 Years
24 Years
25 or More Years
Years Investing*:
Please select ... Under 5 Years
6 Through 9 Years
10 Years or More
Profile Information:
Income Level*:
Please select ... Less Than $15,000
$15,001 - $25,000
$25,001 - $50,000
$50,001 - $75,000
$75,001 - $100,000
$100,001 - $125,000
$125,001 - $150,000
$150,001 - $175,000
$175,001 or More
Disposable Income Level*:
Please select ... Less Than $100
$101 - $250
$251 - $500
$501 - $1000
$1001 - $2000
$2001 - $5,000
$5,001 or More (learn more)
Marital Status*:
Please select ... Single
Married
Children*:
Please select ... None
1
2
3
4
5 or More
Acknowledgements and Agreements ...
Please read the information below carefully and check the applicable boxes. By checking the boxes below and clicking the "Next" button, you are verifying that you have reviewed several legal documents (click the bolded words to view the documents) and acknowledging that you agree to certain terms and conditions. Certification of Social Security Information:
I certify, under penalties of perjury, that:
A.
The Social Security Number or Taxpayer Identification Number supplied in this application is correct or I am waiting for this number to be issued to me; and
B.
I am a U.S. person (including a U.S. resident alien); and
C.
I am of legal age in my state of residence; and
D.
I am NOT subject to backup withholding because
i.
I am exempt from backup withholding, or
ii.
I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends; or
iii.
the IRS has notified me that I am no longer subject to backup withholding.
Money Market Mutual Fund:
I acknowledge that I have received and reviewed the
Prospectus
As part of your participation in this program, we will set up a position for you in the Dreyfus General Money Market Fund. This money market position will serve as a holding position for
all rebates received from your online shopping,
unless you have directed your rebates to a different investment.
Click here
Note: Money market funds are neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other U.S. Government agency. Although money market funds seek to preserve their value at $1.00 per share, it is possible to lose money by investing in a money market fund.
Other Acknowledgements:
I acknowledge that I have received and reviewed the Black Wealth Network's
Privacy Policy Brochure Solicitor's Disclosure
Agreements:
I agree to the
Terms and Conditions Services Agreement and Fees
I agree that I will receive all documentation related to my Investments in an electronic form, including all account statements, transaction confirmations, tax documentation, and mutual fund prospectuses and periodic reports.
