These fields are populated for the primary account holder when you click on the "New Account/Wizard" button on the side menu from within the Contact Manager.

These are also the data points that are shared when you use the "Send to LaserApp" feature from the same menu.

CONTACT DATA

Last Contact Date
Full Name: First Name, Middle Initial, Last Name, Suffix
Preferred Name
Phone Numbers: Home, Work, Mobile, Fax
Email, Alt Email
Legal Address: Street, City, State, Zip
Legal Address: Street, City, State, Zip
Employer
Occupation
Employer Address

FINANCIAL INFORMATION

Employment Income
Investment Income
Social Security/Pension Income
Other Income
Total Annual Income

ID INFO

Government ID
ID Number
Issued by
Copy of ID

VITAL INFO

Date of Birth
SSN/TID
Gender
Marital Status
Spouse’s Name
# of Dependents
US Citizen
Citizenship
Accredited Investor
Client Anniversary
Anniversary

AFFILIATION INFORMATION

Member of a publicly owned company
- Name of company
- Symbol/Cusip
- Role
• Member of an exchange, FINRA or municipal securities B/D
- Relationship
- Affiliated Entity Name
- Entity Address: Address, City, State, Zip, Country

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