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Client Onboarding · Pro

Streamline Your Financial Advisory Client Onboarding

Collect client personal info, financial profiles, risk tolerance, and investment goals with this comprehensive financial advisory onboarding form template.

Use This Template Free Preview

Espresso theme

formbuilder.ai/f/financial-advisory-new-client-onboarding-account-setup-form

Financial Advisory New Client Onboarding & Account Setup Form

Full Legal Name

· · ·

Email Address

· · ·

Phone Number

· · ·

Submit

The Financial Advisory New Client Onboarding & Account Setup Form is designed to help financial advisors and wealth management firms efficiently gather all the essential information needed to begin a new client relationship. From personal details and employment status to net worth estimates and existing account types, this form ensures nothing is missed at the start of the advisory process.

This template is ideal for independent financial advisors, RIAs, brokerage firms, and financial planning practices that need a professional, structured way to assess each client's financial situation. By capturing investment experience levels, risk tolerance, and primary financial goals upfront, advisors can tailor their recommendations with confidence and compliance in mind.

Using this ready-made template saves time building intake forms from scratch and helps standardize the onboarding experience across your practice. Customize it to match your branding, add e-signature fields, or integrate with your CRM to keep client data organized and accessible from day one.

4 Pages

25 Questions

~8min To complete

Free No credit card needed

Field types Dropdown ×6 Multiple Choice ×3 Date ×2 Single Choice ×2 Short Text ×2 File Upload ×2 Full Name Email Phone Address Likert Scale Long Text termsandconditions Signature

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Personal Information 9 questions

Personal Information

1 Full Legal Name * Full Name

2 Email Address * Email

3 Phone Number * Phone

4 Date of Birth * Date

5 Home Address * Address

6 Marital Status * Single Choice

7 Employment Status * Dropdown

8 Employer / Business Name Short Text

9 Job Title / Occupation Short Text

Page 2 Financial Profile 6 questions

Financial Profile

1 Estimated Annual Household Income * Dropdown

2 Estimated Total Net Worth (excluding primary residence) * Dropdown

3 Current Account Types Held Elsewhere * Multiple Choice

Investment Experience & Risk Tolerance

4 Investment Experience Level * Dropdown

5 Risk Tolerance * Single Choice

6 How comfortable are you with short-term market fluctuations in exchange for potentially higher long-term returns? * Likert Scale

Page 3 Financial Goals & Account Setup 5 questions

Financial Goals

1 Primary Financial Goals (select all that apply) * Multiple Choice

2 Investment Time Horizon * Dropdown

3 Please describe any specific financial concerns, goals, or life events we should be aware of Long Text

Account Setup Preferences

4 Account Type(s) You'd Like to Open * Multiple Choice

5 Preferred Communication Method * Dropdown

Page 4 Documentation & Consent 5 questions

Required Documentation

To complete your onboarding, please upload a government-issued photo ID and a recent financial statement (bank or brokerage). Additional documents may be requested by your advisor.

1 Government-Issued Photo ID (Driver's License, Passport, etc.) * File Upload

2 Recent Financial Statement or Proof of Assets File Upload

Legal Disclosures & Consent

3 I acknowledge that the information provided is accurate and complete to the best of my knowledge. I understand that my financial advisor will use this information to provide personalized recommendations and that all data will be handled in accordance with applicable privacy regulations. * termsandconditions

4 Client Signature * Signature

5 Date Signed * Date

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.