Friday Financial — Client Information Form
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FRIDAYF I N A N C I A L
Let's make plans.

Welcome to Friday Financial

Your input empowers us to focus on what matters most — shaping a retirement plan that honors your goals, hopes, and dreams. Please complete each section; a team member is nearby if you have questions.

Everything you enter stays on this device only. Nothing is transmitted over the internet. When you finish, your information is packaged into a secure file that our team moves directly into your protected client record, and this screen is cleared.

Client 1

Please complete the highlighted fields before continuing.

Household information

A few figures help us understand the full picture. Estimates are fine.

Financial profile

Regulatory questions

Please answer both regulatory questions.

Beneficiaries

List the people you'd like named on your accounts. You can add up to four; percentages for primary beneficiaries should total 100%.

Money movement

Linking a bank account lets us move funds to and from your accounts at your direction. You'll photograph a voided check on the next screen.

Bank account 1

Documents

Use this device's camera to photograph each document, or upload an existing image. Lay the document flat with good lighting and make sure all four corners are visible.

Please capture the driver's license for Client 1 and a voided check for Bank Account 1.

Review & finish

Take a moment to confirm everything looks right. Tap Back to make changes.

When you tap Finish & hand back, a single secure intake package is saved to this device for our team, and every field on this screen is permanently cleared.
✓

Thank you!

Your information has been securely packaged. Please hand the device back to your Friday Financial advisor — we're excited to start making plans with you.