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Reset FormELECTRONIC FUNDS TRANSFER FORM Account #: Advisor Code: Case #: IMPORTANT: This form is not to be used to request Individual Retirement Account (IRA) Distributions. If an IRA Distribution

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What is advisor code?

Advisor code is a unique identifier assigned to financial advisors by regulatory authorities.

Who is required to file advisor code?

Financial advisors and firms are required to file advisor code.

How to fill out advisor code?

Advisor code can be filled out through the regulatory authority's online portal or submission form.

What is the purpose of advisor code?

The purpose of advisor code is to track and monitor the activities of financial advisors for regulatory compliance.

What information must be reported on advisor code?

Information such as contact details, qualifications, experience, and any disciplinary history must be reported on advisor code.

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