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
|