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ES_CAD_RIA_083122-Page 1 of 4DO NOT STAPLEScholarShare College Savings Unregistered Investment Advisor Authorization Complete this form to designate or change Registered Investment Advisor(s) (RIA)
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How to fill out registered investment advisor authorizationscholarshare

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How to fill out registered investment advisor authorizationscholarshare

01
Obtain the necessary application form from ScholarShare or the registered investment advisor.
02
Fill in all the required personal information, including name, address, Social Security number, and contact information.
03
Provide information on the account type you wish to open, such as individual or joint ownership.
04
Indicate the investment options you would like to include in your account.
05
Sign and date the authorization form, acknowledging your agreement to the terms and conditions.
06
Submit the completed form to the registered investment advisor for processing.

Who needs registered investment advisor authorizationscholarshare?

01
Individuals who wish to open an investment account with ScholarShare through a registered investment advisor.
02
Investors who want professional advice and guidance in managing their investments.
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Registered Investment Advisor (RIA) Authorization Scholarshare is a form that allows investment advisors to provide authorization for specific actions on behalf of their clients.
Investment advisors who are registered with regulatory bodies and have clients requiring authorization for certain activities.
The form must be completed with the required client information and signed by both the investment advisor and the client.
The purpose is to ensure that investment advisors have the necessary authorization from their clients to carry out specific actions on their behalf.
The form typically requires information such as client name, account number, specific authorization details, and signatures.
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