Client On-Boarding | MacNicol & Associates Asset Management

Thank you for choosing MacNicol & Associates Asset Management Inc. To speed up the Client On-Boarding Process, please provide answers to the questions below.

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Client Info

Please provide a copy of a valid photo ID. (eg. Driver's License and Passport)

JPG, PNG or PDF · up to 3 files · max 10 MB each

Full Name

Date of Birth

Social Security Number

Citizenship

Mobile Phone

Home Phone

Home Address

City

State

Postal Code

Residency for Tax Purposes (state, country)

Foreign Tax ID No. (if applicable)

Is the client a US person, for US Tax Purposes (includes US Resident, US Citizen or Green Card Holder)?

YesNo