Onboarding | Ethical Capital

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Onboarding

Your Information

Name *

Pronouns

Email Address *

Street Address *Unfortunately, we cannot accept p.o. boxes.

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Birthday *

Month *

Day *

Year *

We need your birthdate in order to open your account.

Phone Number *

Employer *

Title/Job Position *

Marital StatusPrefer not to sayMarriedPartneredIt's complicatedSingle

Is there anything else you'd like to tell us about your work situation?This will be kept strictly confidential, just like anything else you share with us.

Can we send you our email newsletter?Sure!No, thank you.

Website/SocialsDo you have a personal website or social media account you'd like to share with us?

Contact PreferenceEmailPhoneHow would you like to be contacted?

Your Investment Experience and Financial Circumstances

How would you describe your level of investment experience?NonexistentLimitedAverageAdvancedProfessional

How familiar are you with the way we invest?I understand itNot veryI get the gistI have a deep understanding of it

If you suddenly needed $1,000, would you be able to access it without selling investments or taking on debt?YesI'm not sureNo

Have you worked with an investment advisor before?I'm not sureYesNo

Do you have any other investment accounts?NoI'm not sureYes

How did you hear about Ethical Capital?ReferralPersonal connectionSaw Sloane/ECIC in the MediaYouTubeLinkedInInstagram

Who should we thank for referring you?

What kind of account(s) would you like to open?You can select as many options as you like

Please upload a statement from the account(s) you wish to transfer

Drag and Drop (or) Choose Files

Whether it's an old 401(K), a Robinhood account you've given up on, or something else, it's helpful for us to see a statement. This will help us confirm the account number and ensure we open the correct type of account here.

Your Risk Appetite

As your fiduciary financial advisers, we need to understand the way your brain works in order to deliver the best possible results over the long term.So don't think too hard about these questions! We're hoping to uncover your intuitive responses.

It would bother me if my account gained 10% over a 3-6 month period, but it could have gained 25%Strongly agreeAgreeNeutralDisagreeStrongly Disagree

Avoiding the worst case scenario matters more to me than maximizing my investment returns.Strongly AgreeAgreeNeutralDisagreeStrongly Disagree

I try to avoid risk in most areas of my life.Strongly AgreeAgreeNeutralDisagreeStrongly Disagree

I am rational and unemotional even when others are highly sentimental.Strongly AgreeAgreeNeutralDisagreeStrongly Disagree

I rarely, if ever lose sleep because of stress and anxiety.Strongly AgreeAgreeNeutralDisagreeStrongly Disagree

I plan to stay invested for a long enough period to recover from a temporary decline in stock prices.Strongly AgreeAgreeNeutralDisagreeStrongly Disagree

I'd have an easier time staying invested for the long term if my investments fully align with my values.Strongly AgreeAgreeNeutralDisagreeStrongly Disagree

I would rather experience financial volatility than compromise my ethical beliefs.Strongly AgreeAgreeNeutralDisagreeStrongly Disagree

Is there anything else you'd like to tell us about yourself at this stage?

Would you like us to review any of your existing accounts at other financial firms? *Yes, please!Not at this time.This could include old 401(k) plans, IRAs, Robinhood accounts, and anywhere else you've got money invested.

Other accounts

Account Name

Please upload a statement from this account.

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Seeing a statement helps us know how you're currently invested, but also helps us advise you about your options.

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90 N 400 E, Provo, UT, 84606

Phone: +1 212 321-5111

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