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Welcome to the New Client Portal

You will find that this page serves as a hub for all the tools and resources that your New Client onboarding specialist will be referring to during the first 90 days of becoming a client. With the utilization of these tools and resources, you will be set up for success as a new client.

INITIAL MEETING CHECKLIST

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360 WEALTH

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NEW CLIENT PROFILE

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PRIVACY ARMOR INFO & SIGN UP

PRIVACY ARMOR INFO & SIGN UP

FINANCIAL PLAN QUESTIONNAIRE

FINANCIAL PLAN QUESTIONNAIRE

STATEMENT OVERVIEW

STATEMENT OVERVIEW

RISK PROFILE QUESTIONNAIRE

RISK PROFILE QUESTIONNAIRE

EXAMPLE FINANCIAL PLAN

EXAMPLE FINANCIAL PLAN

BAIRD ONLINE TUTORIAL

BAIRD ONLINE TUTORIAL