Contact Data Details

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