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ABOUT YOU

We're so excited to get to know you! This section will gather the basic information about you that we need in order to open your account.

What's the best email to reach you at? *

What's your first name? *

What are your middle names? (optional)

Enter all middle names separated by spaces

What's your last name? *

Would you prefer we call you by any other name? *

Nope Other

What are your pronouns? *

he/him she/her they/them Other

Are you adding a co-client to this account?

No, just me Yes, add a co-client

YOUR CO-CLIENT

Please provide information about your co-client who will be added to this account.

Co-client's email address *

Co-client's first name *

Co-client's last name *

CONTACT PREFERENCES

How would you like us to reach you for important account updates and investment discussions?

Phone number *

Preferred contact method *

Email Phone Both

RISK ASSESSMENT

Understanding your risk tolerance helps us recommend appropriate investment strategies.

How would you describe your risk tolerance? *

Conservative

I prefer stable returns and am uncomfortable with volatility

Moderate

I'm comfortable with some volatility for potentially higher returns

Aggressive

I'm comfortable with high volatility for maximum growth potential

What is your investment timeline? *

VALUES & VIEWPOINT

Tell us about your values and what's important to you in your investments.

What are your primary investment goals? *

Which ESG factors are most important to you? (Select all that apply)

Environmental sustainability Social responsibility Corporate governance Diversity & inclusion

FINANCIAL CONTEXT

Help us understand your financial situation to provide better recommendations.

Approximate annual income *

Initial investment amount *

Investment experience *

YOUR FINANCIAL TEAM

Tell us about your current financial advisors and professional relationships.

Do you currently work with a financial advisor?

Other financial professionals (CPA, attorney, etc.)

How did you hear about Ethical Capital?

REVIEW & SUBMIT

Please review your information and add any final comments before submitting.

Additional comments or questions

I agree to the Terms of Service and Privacy Policy * I consent to being contacted by Ethical Capital regarding my application and potential investment services *

Welcome to Ethical Capital

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