The Client type exposes the following members.
Constructors
| Name | Description | |
|---|---|---|
| Client |
Initializes a new instance of the Client class by using the specified String class objects.
|
Properties
| Name | Description | |
|---|---|---|
| AccountRole |
Gets Client Role on Account
| |
| AccountRoleOther |
Gets Other Field For Client Role on Account
| |
| Age |
Gets Age
| |
| BDGovAgency |
Gets Govt Agency Regulating Company
| |
| BeneficiaryAmt |
Gets Client Beneficiary Amount
| |
| BeneficiaryPerc |
Gets Client Beneficiary Percent
| |
| BeneficiaryPerStirpes |
Gets Client Beneficiary Per Stirpes
| |
| BeneRelation |
Gets Client Beneficiary Relationship
| |
| BirthPlaceAddrAllLines |
Gets Birth Place Address All Lines
| |
| BirthPlaceAddrCity |
Gets Birth Place Address City
| |
| BirthPlaceAddrLine1 |
Gets Birth Place Address Line 1
| |
| BirthPlaceAddrLine2 |
Gets Birth Place Address Line 2
| |
| BirthPlaceAddrLine3 |
Gets Birth Place Address Line 3
| |
| BirthPlaceAddrLine4 |
Gets Birth Place Address Line 4
| |
| BirthPlaceAddrState |
Gets Birth Place Address State
| |
| BirthPlaceAddrType |
Gets Birth Place Address Type Indicator
| |
| BirthPlaceAddrZip |
Gets Birth Place Address Zip
| |
| BirthPlaceAttn |
Gets Birth Place Attention Line
| |
| BirthPlaceCityStateZip |
Gets Birth Place City State Zip
| |
| BirthPlaceCountry |
Gets Birth Place Country
| |
| BirthPlaceCounty |
Gets Birth Place County
| |
| BirthPlaceEmailAddr |
Gets Birth Place Email Address
| |
| BirthPlaceFax |
Gets Birth Place Fax
| |
| BirthPlaceForeignRoute |
Gets Birth Place Foreign Routing
| |
| BirthPlaceFullAddr |
Gets Birth Place Full Address
| |
| BirthPlaceMobile |
Gets Birth Place Mobile
| |
| BirthPlaceOther |
Gets Birth Place Other
| |
| BirthPlacePager |
Gets Birth Place Pager
| |
| BirthPlacePhone |
Gets Birth Place Phone
| |
| BirthPlacePhoneExtension |
Gets Birth Place Phone Extension
| |
| BrokerDealerEmployee |
Gets Employee of Broker/Dealer
| |
| BrokerDealerOtherAccountNumber |
Gets Account Number Held At Client Broker/Dealer
| |
| BrokerDealerOtherAccountRegistration |
Gets Account Registration Held At Client Broker/Dealer
| |
| BrokerDealerOtherEmployee |
Gets Employee of Another Broker/Dealer
| |
| BrokerDealerOtherName |
Gets Name of Client Broker/Dealer
| |
| BrokerDealerOtherRelated |
Gets Related to Employee of Another Broker/Dealer
| |
| BrokerDealerOtherRelatedBDName |
Gets Other Broker/Dealer Name Of Related Employee
| |
| BrokerDealerOtherRelatedDescription |
Gets Other BrokerDealer Relationship Description
| |
| BrokerDealerOtherRelatedName |
Gets Name of BD Employee at Other Broker/Dealer
| |
| BrokerDealerRelated |
Gets Related To Employee of Broker/Dealer
| |
| BrokerDealerRelatedDescription |
Gets BrokerDealer Relationship Description
| |
| BrokerDealerRelatedName |
Gets Name of BD Employee Related To
| |
| CashAvailableAmtHigh |
Gets Cash Available High Amount Value
| |
| CashAvailableAmtLow |
Gets Cash Available Low Amount Value
| |
| CashAvailableRange |
Gets Cash Available Range of Values
| |
| CashAvailableType |
Gets Cash Available Type of Value
| |
| Citizenship |
Gets Citizenship Country
| |
| CitizenshipCertification |
Gets Citizenship Certification
| |
| CitizenshipType |
Gets Citizenship Type
| |
| ClientID |
Gets Client ID
| |
| ClientReferredBy |
Gets Client Referrer
| |
| ClientRelationToRep |
Gets Client Relationship To Advisor
| |
| ClientRelationToRepType |
Gets Client Relationship To Advisor Type
| |
| DateOfBirth |
Gets Date of Birth
| |
| DateOfBirthType |
Gets Date of Birth Type
| |
| DateOfTrust |
Gets Date Of Trust
| |
| DependentsAge |
Gets Age of Dependents
| |
| DependentsNumber |
Gets Number of Dependents
| |
| DividendIncomeAmtHigh |
Gets Dividend Income High Amount Value
| |
| DividendIncomeAmtLow |
Gets Dividend Income Low Amount Value
| |
| DividendIncomeRange |
Gets Dividend Income Range of Values
| |
| DividendIncomeType |
Gets Dividend Income Type of Value
| |
| DriverLicenseIDCopied |
Gets Drivers License Photocopy Obtained
| |
| DriverLicenseIDCountry |
Gets Drivers License Issuing Country
| |
| DriverLicenseIDExpire |
Gets Drivers License Expiration Date
| |
| DriverLicenseIDIssueDate |
Gets Drivers License Issuance Date
| |
| DriverLicenseIDNumber |
Gets Drivers License Document Number
| |
| DriverLicenseIDState |
Gets Drivers License Issuing State
| |
| DriverLicenseIDType |
Gets Drivers License Type
| |
| DriverLicenseIDTypeOther |
Gets Drivers License ID Type Other
| |
| DriverLicenseIDVerified |
Gets Drivers License Verified
| |
| DriverLicenseIDVerifiedNotes |
Gets Drivers License Verification Notes
| |
| DriverLicenseIDVerifyMethod |
Gets Drivers License ID Verification Method
| |
| Duties |
Gets Duties
| |
| EducationDegree |
Gets Education Degree
| |
| EducationInstitute |
Gets Education Institution
| |
| EducationOther |
Gets Education Other Info
| |
| EducationYear |
Gets Education Year
| |
| Employer |
Gets Employer Name
| |
| EmployerBusType |
Gets Employer Type Of Business
| |
| EmployerContact |
Gets Employer Main Contact
| |
| EmployerContactTitle |
Gets Employer Main Contact Title
| |
| EmployerFinInst |
Gets Employer Financial Institution
| |
| EmployerFoundedDate |
Gets Employer Founded Date
| |
| EmployerIncAddrAllLines |
Gets Employer Incorporation Office Address All Lines
| |
| EmployerIncAddrCity |
Gets Employer Incorporation Office Address City
| |
| EmployerIncAddrLine1 |
Gets Employer Incorporation Office Address Line 1
| |
| EmployerIncAddrLine2 |
Gets Employer Incorporation Office Address Line 2
| |
| EmployerIncAddrLine3 |
Gets Employer Incorporation Office Address Line 3
| |
| EmployerIncAddrLine4 |
Gets Employer Incorporation Office Address Line 4
| |
| EmployerIncAddrState |
Gets Employer Incorporation Office Address State
| |
| EmployerIncAddrType |
Gets Employer Incorporation Office Address Type Indicator
| |
| EmployerIncAddrZip |
Gets Employer Incorporation Office Address Zip
| |
| EmployerIncAttn |
Gets Employer Incorporation Office Attention Line
| |
| EmployerIncCityStateZip |
Gets Employer Incorporation Office City State Zip
| |
| EmployerIncCountry |
Gets Employer Incorporation Office Country
| |
| EmployerIncCounty |
Gets Employer Incorporation Office County
| |
| EmployerIncEmailAddr |
Gets Employer Incorporation Office Email Address
| |
| EmployerIncFax |
Gets Employer Incorporation Office Fax
| |
| EmployerIncForeignRoute |
Gets Employer Incorporation Office Foreign Routing
| |
| EmployerIncFullAddr |
Gets Employer Incorporation Office Full Address
| |
| EmployerIncMobile |
Gets Employer Incorporation Office Mobile
| |
| EmployerIncOther |
Gets Employer Incorporation Office Other
| |
| EmployerIncPager |
Gets Employer Incorporation Office Pager
| |
| EmployerIncPhone |
Gets Employer Incorporation Office Phone
| |
| EmployerIncPhoneExtension |
Gets Employer Incorporation Office Phone Extension
| |
| EmployerIndustry |
Gets Employer Industry
| |
| EmployerOfficeAddrAllLines |
Gets Employer Office Address All Lines
| |
| EmployerOfficeAddrCity |
Gets Employer Office Address City
| |
| EmployerOfficeAddrLine1 |
Gets Employer Office Address Line 1
| |
| EmployerOfficeAddrLine2 |
Gets Employer Office Address Line 2
| |
| EmployerOfficeAddrLine3 |
Gets Employer Office Address Line 3
| |
| EmployerOfficeAddrLine4 |
Gets Employer Office Address Line 4
| |
| EmployerOfficeAddrState |
Gets Employer Office Address State
| |
| EmployerOfficeAddrType |
Gets Employer Office Address Type Indicator
| |
| EmployerOfficeAddrZip |
Gets Employer Office Address Zip
| |
| EmployerOfficeAttn |
Gets Employer Office Attention Line
| |
| EmployerOfficeCityStateZip |
Gets Employer Office City State Zip
| |
| EmployerOfficeCountry |
Gets Employer Office Country
| |
| EmployerOfficeCounty |
Gets Employer Office County
| |
| EmployerOfficeEmailAddr |
Gets Employer Office Email Address
| |
| EmployerOfficeFax |
Gets Employer Office Fax
| |
| EmployerOfficeForeignRoute |
Gets Employer Office Foreign Routing
| |
| EmployerOfficeFullAddr |
Gets Employer Office Full Address
| |
| EmployerOfficeMobile |
Gets Employer Office Mobile
| |
| EmployerOfficeOther |
Gets Employer Office Other
| |
| EmployerOfficePager |
Gets Employer Office Pager
| |
| EmployerOfficePhone |
Gets Employer Office Phone
| |
| EmployerOfficePhoneExtension |
Gets Employer Office Phone Extension
| |
| EmployerTaxID |
Gets Employer TaxID
| |
| EmployerTicker |
Gets Employer Ticker Symbol
| |
| EmployStatus |
Gets Employment Status
| |
| EntityName |
Gets Entity Name
| |
| EntityType |
Gets Entity Type
| |
| ExchangeName |
Gets Name of Affiliated Exchange
| |
| ExchangeRelated |
Gets Exchange Affiliated
| |
| ExchangeRelatedAddrAddrAllLines |
Gets Exchange Related Address Address All Lines
| |
| ExchangeRelatedAddrAddrCity |
Gets Exchange Related Address Address City
| |
| ExchangeRelatedAddrAddrLine1 |
Gets Exchange Related Address Address Line 1
| |
| ExchangeRelatedAddrAddrLine2 |
Gets Exchange Related Address Address Line 2
| |
| ExchangeRelatedAddrAddrLine3 |
Gets Exchange Related Address Address Line 3
| |
| ExchangeRelatedAddrAddrLine4 |
Gets Exchange Related Address Address Line 4
| |
| ExchangeRelatedAddrAddrState |
Gets Exchange Related Address Address State
| |
| ExchangeRelatedAddrAddrType |
Gets Exchange Related Address Address Type Indicator
| |
| ExchangeRelatedAddrAddrZip |
Gets Exchange Related Address Address Zip
| |
| ExchangeRelatedAddrAttn |
Gets Exchange Related Address Attention Line
| |
| ExchangeRelatedAddrCityStateZip |
Gets Exchange Related Address City State Zip
| |
| ExchangeRelatedAddrCountry |
Gets Exchange Related Address Country
| |
| ExchangeRelatedAddrCounty |
Gets Exchange Related Address County
| |
| ExchangeRelatedAddrEmailAddr |
Gets Exchange Related Address Email Address
| |
| ExchangeRelatedAddrFax |
Gets Exchange Related Address Fax
| |
| ExchangeRelatedAddrForeignRoute |
Gets Exchange Related Address Foreign Routing
| |
| ExchangeRelatedAddrFullAddr |
Gets Exchange Related Address Full Address
| |
| ExchangeRelatedAddrMobile |
Gets Exchange Related Address Mobile
| |
| ExchangeRelatedAddrOther |
Gets Exchange Related Address Other
| |
| ExchangeRelatedAddrPager |
Gets Exchange Related Address Pager
| |
| ExchangeRelatedAddrPhone |
Gets Exchange Related Address Phone
| |
| ExchangeRelatedAddrPhoneExtension |
Gets Exchange Related Address Phone Extension
| |
| FederalTaxBracket |
Gets Federal Tax Bracket
| |
| FederalTaxBracketRange |
Gets Federal Tax Bracket Rang
| |
| FinancialFirmRelated |
Gets Financial Firm Affiliated
| |
| FinancialFirmRelatedName |
Gets Name of Financial Firm Affiliated
| |
| FirstName |
Gets First Name
| |
| FullName |
Gets Full Name
| |
| FullNameReverse |
Gets Reverse Full Name
| |
| Gender |
Gets Gender
| |
| Govt2IDCopied |
Gets Government ID (Second ID) Photocopy Obtained
| |
| Govt2IDCountry |
Gets Government ID (Second ID) Issuing Country
| |
| Govt2IDExpire |
Gets Government ID (Second ID) Expiration Date
| |
| Govt2IDIssueDate |
Gets Government ID (Second ID) Issuance Date
| |
| Govt2IDNumber |
Gets Government ID (Second ID) Document Number
| |
| Govt2IDState |
Gets Government ID (Second ID) Issuing State
| |
| Govt2IDType |
Gets Government ID (Second ID) Type
| |
| Govt2IDTypeOther |
Gets Government ID (Second ID) ID Type Other
| |
| Govt2IDVerified |
Gets Government ID (Second ID) Verified
| |
| Govt2IDVerifiedNotes |
Gets Government ID (Second ID) Verification Notes
| |
| Govt2IDVerifyMethod |
Gets Government ID (Second ID) ID Verification Method
| |
| GovtIDCopied |
Gets Government ID Photocopy Obtained
| |
| GovtIDCountry |
Gets Government ID Issuing Country
| |
| GovtIDExpire |
Gets Government ID Expiration Date
| |
| GovtIDIssueDate |
Gets Government ID Issuance Date
| |
| GovtIDNumber |
Gets Government ID Document Number
| |
| GovtIDState |
Gets Government ID Issuing State
| |
| GovtIDType |
Gets Government ID Type
| |
| GovtIDTypeOther |
Gets Government ID ID Type Other
| |
| GovtIDVerified |
Gets Government ID Verified
| |
| GovtIDVerifiedNotes |
Gets Government ID Verification Notes
| |
| GovtIDVerifyMethod |
Gets Government ID ID Verification Method
| |
| Height |
Gets Client Height
| |
| HomeAddrAllLines |
Gets Home or Legal Address All Lines
| |
| HomeAddrCity |
Gets Home or Legal Address City
| |
| HomeAddrLine1 |
Gets Home or Legal Address Line 1
| |
| HomeAddrLine2 |
Gets Home or Legal Address Line 2
| |
| HomeAddrLine3 |
Gets Home or Legal Address Line 3
| |
| HomeAddrLine4 |
Gets Home or Legal Address Line 4
| |
| HomeAddrState |
Gets Home or Legal Address State
| |
| HomeAddrType |
Gets Home or Legal Address Type Indicator
| |
| HomeAddrZip |
Gets Home or Legal Address Zip
| |
| HomeAttn |
Gets Home or Legal Attention Line
| |
| HomeCityStateZip |
Gets Home or Legal City State Zip
| |
| HomeCountry |
Gets Home or Legal Country
| |
| HomeCounty |
Gets Home or Legal County
| |
| HomeEmailAddr |
Gets Home or Legal Email Address
| |
| HomeFax |
Gets Home or Legal Fax
| |
| HomeForeignRoute |
Gets Home or Legal Foreign Routing
| |
| HomeFullAddr |
Gets Home or Legal Full Address
| |
| HomeMobile |
Gets Home or Legal Mobile
| |
| HomeOther |
Gets Home or Legal Other
| |
| HomePager |
Gets Home or Legal Pager
| |
| HomePhone |
Gets Home or Legal Phone
| |
| HomePhoneExtension |
Gets Home or Legal Phone Extension
| |
| HouseholdID |
Gets HouseholdID
| |
| ImmigrationStatus |
Gets Immigration Status
| |
| IncomeAmtHigh |
Gets Income Level High Amount Value
| |
| IncomeAmtLow |
Gets Income Level Low Amount Value
| |
| IncomeRange |
Gets Income Level Range of Values
| |
| IncomeType |
Gets Income Level Type of Value
| |
| IncorporationCounty |
Gets Incorporation County
| |
| IncorporationDate |
Gets Incorporation Date
| |
| IncorporationState |
Gets Incorporation State
| |
| InterestIncomeAmtHigh |
Gets Interest Income High Amount Value
| |
| InterestIncomeAmtLow |
Gets Interest Income Low Amount Value
| |
| InterestIncomeRange |
Gets Interest Income Range of Values
| |
| InterestIncomeType |
Gets Interest Income Type of Value
| |
| InvestableAssetsAmtHigh |
Gets Investable Assets High Amount Value
| |
| InvestableAssetsAmtLow |
Gets Investable Assets Low Amount Value
| |
| InvestableAssetsRange |
Gets Investable Assets Range of Values
| |
| InvestableAssetsType |
Gets Investable Assets Type of Value
| |
| InvestExper |
Gets Years Experience Investing
| |
| InvestExperType |
Gets Years Experience Type of Investing
| |
| InvestStartDate |
Gets Date Started Investing
| |
| JointFinancials |
Gets Joint Financial Aggregation
| |
| LastName |
Gets Last Name
| |
| LiquidAssetsAmtHigh |
Gets Liquid Assets High Amount Value
| |
| LiquidAssetsAmtLow |
Gets Liquid Assets Low Amount Value
| |
| LiquidAssetsRange |
Gets Liquid Assets Range of Values
| |
| LiquidAssetsType |
Gets Liquid Assets Type of Value
| |
| MaidenName |
Gets Maiden Name
| |
| MailingAddrAllLines |
Gets Mailing Address All Lines
| |
| MailingAddrCity |
Gets Mailing Address City
| |
| MailingAddrLine1 |
Gets Mailing Address Line 1
| |
| MailingAddrLine2 |
Gets Mailing Address Line 2
| |
| MailingAddrLine3 |
Gets Mailing Address Line 3
| |
| MailingAddrLine4 |
Gets Mailing Address Line 4
| |
| MailingAddrState |
Gets Mailing Address State
| |
| MailingAddrType |
Gets Mailing Address Type Indicator
| |
| MailingAddrZip |
Gets Mailing Address Zip
| |
| MailingAttn |
Gets Mailing Attention Line
| |
| MailingCityStateZip |
Gets Mailing City State Zip
| |
| MailingCountry |
Gets Mailing Country
| |
| MailingCounty |
Gets Mailing County
| |
| MailingEmailAddr |
Gets Mailing Email Address
| |
| MailingFax |
Gets Mailing Fax
| |
| MailingForeignRoute |
Gets Mailing Foreign Routing
| |
| MailingFullAddr |
Gets Mailing Full Address
| |
| MailingMobile |
Gets Mailing Mobile
| |
| MailingOther |
Gets Mailing Other
| |
| MailingPager |
Gets Mailing Pager
| |
| MailingPhone |
Gets Mailing Phone
| |
| MailingPhoneExtension |
Gets Mailing Phone Extension
| |
| MajorAge |
Gets Majority Age
| |
| MaritalStatus |
Gets Marital Status
| |
| MiddleName |
Gets Middle Name
| |
| MonthsEmployed |
Gets Months Employed
| |
| NetWorthAmtHigh |
Gets Net Worth High Amount Value
| |
| NetWorthAmtLow |
Gets Net Worth Low Amount Value
| |
| NetWorthRange |
Gets Net Worth Range of Values
| |
| NetWorthType |
Gets Net Worth Type of Value
| |
| NewClient |
Gets New or Existing Client
| |
| Notes |
Gets Client Notes
| |
| NotifyType |
Gets Account Owner Notification Types
| |
| Occupation |
Gets Occupation
| |
| OfficeAddrAllLines |
Gets Office Address All Lines
| |
| OfficeAddrCity |
Gets Office Address City
| |
| OfficeAddrLine1 |
Gets Office Address Line 1
| |
| OfficeAddrLine2 |
Gets Office Address Line 2
| |
| OfficeAddrLine3 |
Gets Office Address Line 3
| |
| OfficeAddrLine4 |
Gets Office Address Line 4
| |
| OfficeAddrState |
Gets Office Address State
| |
| OfficeAddrType |
Gets Office Address Type Indicator
| |
| OfficeAddrZip |
Gets Office Address Zip
| |
| OfficeAttn |
Gets Office Attention Line
| |
| OfficeCityStateZip |
Gets Office City State Zip
| |
| OfficeCountry |
Gets Office Country
| |
| OfficeCounty |
Gets Office County
| |
| OfficeEmailAddr |
Gets Office Email Address
| |
| OfficeFax |
Gets Office Fax
| |
| OfficeForeignRoute |
Gets Office Foreign Routing
| |
| OfficeFullAddr |
Gets Office Full Address
| |
| OfficeMobile |
Gets Office Mobile
| |
| OfficeOther |
Gets Office Other
| |
| OfficePager |
Gets Office Pager
| |
| OfficePhone |
Gets Office Phone
| |
| OfficePhoneExtension |
Gets Office Phone Extension
| |
| OtherBrokAccounts |
Gets Other Brokerage Accounts Maintained
| |
| OtherBrokName |
Gets Name of Firm Where Other Brokerage Accounts Held
| |
| PoliticalOfficial |
Gets Political Official Affiliation
| |
| PoliticalOfficialInfo |
Gets Political Official Information
| |
| PortfolioObj |
Gets Portfolio Objective
| |
| PortfolioObjCapitalApprec |
Gets Portfolio Objective - Capital Appreciation
| |
| PortfolioObjCapitalPreserv |
Gets Portfolio Objective - Capital Preservation
| |
| PortfolioObjGrowth |
Gets Portfolio Objective - Growth
| |
| PortfolioObjIncome |
Gets Portfolio Objective - Income
| |
| PortfolioObjOther |
Gets Portfolio Objective - Other
| |
| PortfolioObjOtherDesc |
Gets Portfolio Objective - Other Description
| |
| PortfolioObjRank |
Gets Porftolio Objective Rank
| |
| PortfolioObjSpeculation |
Gets Portfolio Objective - Speculation
| |
| PortfolioObjTradingProfits |
Gets Portfolio Objective - Trading Profits
| |
| PortfolioTimeHoriz |
Gets Portfolio Time Horizon
| |
| PortTimeHorizPerc |
Gets Portfolio Time Horizon Percent
| |
| Prefix |
Gets Name Prefix
| |
| PrefixOther |
Gets Name Prefix Other
| |
| PublicCoInterest |
Gets Public Company Interest
| |
| PublicCoName |
Gets Public Company Name
| |
| PublicCoName2 |
Gets Public Company Name 2
| |
| PublicCoTicker |
Gets Public Company Ticker Symbol
| |
| RealEstateAssetsAmtHigh |
Gets Real Estate Assets High Amount Value
| |
| RealEstateAssetsAmtLow |
Gets Real Estate Assets Low Amount Value
| |
| RealEstateAssetsRange |
Gets Real Estate Assets Range of Values
| |
| RealEstateAssetsType |
Gets Real Estate Assets Type of Value
| |
| RelationshipToClient |
Gets Client Relationship To Another Party On Account
| |
| RepIsLicensed |
Gets Rep is licensed to sell product to client
| |
| RepMetClient |
Gets Advisor Met With Client
| |
| ResidentAddrAllLines |
Gets Resident Address All Lines
| |
| ResidentAddrCity |
Gets Resident Address City
| |
| ResidentAddrLine1 |
Gets Resident Address Line 1
| |
| ResidentAddrLine2 |
Gets Resident Address Line 2
| |
| ResidentAddrLine3 |
Gets Resident Address Line 3
| |
| ResidentAddrLine4 |
Gets Resident Address Line 4
| |
| ResidentAddrState |
Gets Resident Address State
| |
| ResidentAddrType |
Gets Resident Address Type Indicator
| |
| ResidentAddrZip |
Gets Resident Address Zip
| |
| ResidentAttn |
Gets Resident Attention Line
| |
| ResidentCityStateZip |
Gets Resident City State Zip
| |
| ResidentCountry |
Gets Resident Country
| |
| ResidentCounty |
Gets Resident County
| |
| ResidentEmailAddr |
Gets Resident Email Address
| |
| ResidentFax |
Gets Resident Fax
| |
| ResidentForeignRoute |
Gets Resident Foreign Routing
| |
| ResidentFullAddr |
Gets Resident Full Address
| |
| ResidentMobile |
Gets Resident Mobile
| |
| ResidentOther |
Gets Resident Other
| |
| ResidentPager |
Gets Resident Pager
| |
| ResidentPhone |
Gets Resident Phone
| |
| ResidentPhoneExtension |
Gets Resident Phone Extension
| |
| RevokeType |
Gets Client Revocability Flag
| |
| RiskTolerance |
Gets Risk Tolerance
| |
| RiskTolerancePerc |
Gets Risk Tolerance Percentage
| |
| Salary |
Gets Salary From Employer
| |
| SameAddr |
Gets Same Address Flag
| |
| Signature |
Gets Signature Field
| |
| SignatureAddressAddrAllLines |
Gets Client Signature Address Address All Lines
| |
| SignatureAddressAddrCity |
Gets Client Signature Address Address City
| |
| SignatureAddressAddrLine1 |
Gets Client Signature Address Address Line 1
| |
| SignatureAddressAddrLine2 |
Gets Client Signature Address Address Line 2
| |
| SignatureAddressAddrLine3 |
Gets Client Signature Address Address Line 3
| |
| SignatureAddressAddrLine4 |
Gets Client Signature Address Address Line 4
| |
| SignatureAddressAddrState |
Gets Client Signature Address Address State
| |
| SignatureAddressAddrType |
Gets Client Signature Address Address Type Indicator
| |
| SignatureAddressAddrZip |
Gets Client Signature Address Address Zip
| |
| SignatureAddressAttn |
Gets Client Signature Address Attention Line
| |
| SignatureAddressCityStateZip |
Gets Client Signature Address City State Zip
| |
| SignatureAddressCountry |
Gets Client Signature Address Country
| |
| SignatureAddressCounty |
Gets Client Signature Address County
| |
| SignatureAddressEmailAddr |
Gets Client Signature Address Email Address
| |
| SignatureAddressFax |
Gets Client Signature Address Fax
| |
| SignatureAddressForeignRoute |
Gets Client Signature Address Foreign Routing
| |
| SignatureAddressFullAddr |
Gets Client Signature Address Full Address
| |
| SignatureAddressMobile |
Gets Client Signature Address Mobile
| |
| SignatureAddressOther |
Gets Client Signature Address Other
| |
| SignatureAddressPager |
Gets Client Signature Address Pager
| |
| SignatureAddressPhone |
Gets Client Signature Address Phone
| |
| SignatureAddressPhoneExtension |
Gets Client Signature Address Phone Extension
| |
| SignatureDate |
Gets Client Signature Date
| |
| Smoker |
Gets Smoker
| |
| SocSecNumber |
Gets Social Security Number
| |
| SocSecNumberType |
Gets SSN Type
| |
| SourceAccount |
Gets Account Acquisition Source
| |
| SourceAccountOther |
Gets Account Acquisition Source Other
| |
| SourceClient |
Gets Client Acquisition Source
| |
| SourceClientOther |
Gets Client Acquisition Source Other
| |
| SourceIncome |
Gets Source of Income
| |
| StateTaxBracket |
Gets State Tax Bracket
| |
| StateTaxBracketRange |
Gets State Tax Bracket Range
| |
| Suffix |
Gets Suffix
| |
| TaxID |
Gets Tax ID
| |
| Title |
Gets Position or Title
| |
| Weight |
Gets Client Weight
| |
| YearsEmployed |
Gets Years Employed
| |
| YearsKnownByRep |
Gets Years Client Has Been Known
|