On the Personal Profile form could you add the "know your client" information/sections to the form?
The personal profile form is great, but we would like to see the "know your client" information or sections added to that form. We would like to utilize this form when clients come into the office, they could look over a printed off form and make any changes or updates to their profile.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Tj Walker commented
At my Old Broker Dealer they had a section called Know Your Client and every meeting I was able to print out this form and update the information with the client right there. So adding the Know your Client information to the Personal Profile Form so it can be printed out and information be filled in if we have it and left blank if it is missing would be great. This would allow us to see all of our clients information in one place.