Commonwealth financial network 2026

1. Click ‘Get Form’ to open the Commonwealth Financial Network account form in the editor.
2. Begin by selecting whether you are opening a new account or updating existing information. Fill in your National Financial Account number if applicable.
3. Complete the 'Account Description' section by selecting the type of account you wish to open, such as Individual, IRA/Retirement, or Joint Tenants.
4. In the 'Client Name and Address' section, provide your full name, mailing address, and legal address if different from your mailing address.
5. Fill out the 'Client Employment' details including employer's name and occupation. Indicate if you are self-employed, retired, or not employed.
6. Complete the 'Client Personal Data' section by providing your Social Security number, date of birth, and driver's license/passport information.
7. In the 'Account Suitability' section, indicate your investment objectives and experience level for various investment types.
8. Review all sections for completeness. Remember that an incomplete form will not be processed. Once satisfied, proceed to sign and date the form at the end.

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