The Client type exposes the following members.

Constructors

  NameDescription
Client
Initializes a new instance of the Client class by using the specified String class objects.

Properties

  NameDescription
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

See Also