Intake Form
The information collected below is used to populate account forms and or applications in preparation for signing. Some of the information may have been collected prior however, it is important to provide to confirm accuracy.
Personal Information
For joint accounts, submit separate intake form. You do not have to enter duplicate information such as home address.
Trusted Contact
A trusted contact is an individual you authorize, but not require us to contact in the event we are unable to reach you or have concerns about your health, and to disclose information about you in order to confirm the specifics of your current contact information, health
status, and the identity of any legal guardian, executor, trustee, or holder of a power of attorney.
A trusted contact is not authorized to contact the financial professional or Cambridge to transact business or to obtain private information related to the client without appropriate legal authority, such as a power of attorney.
Designating a trusted contact is recommended but NOT required.
Online Account Access