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Rev 06/2017FACTS Why? What?WHAT DOES WEALTHSOURCE PARTNERS, LLC DO WITH YOUR PERSONAL INFORMATION? Financial companies choose how they share your personal information. Federal law gives consumers

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How to fill out wealthsource holdings enters into

01

Gather all necessary documents such as financial statements, tax returns, and investment portfolio.

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Log in to the wealthsource holdings portal using your account credentials.

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Navigate to the section for updating or entering in new holdings.

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Input the relevant information for each holding including the name, ticker symbol, quantity, and purchase price.

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Who needs wealthsource holdings enters into?

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Individuals who hold various investments and want to keep track of their holdings in one centralized platform.

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Financial advisors who manage client portfolios and need to input or update holdings information for accurate reporting and analysis.

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Wealthsource holdings enters into various business ventures and investments.

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