***Program currently closed to new accounts
Approved Fund Architect Portfolios
Please contact Donald Hurwitz at 800-617-3900 if you need any additional information.
New Account Checklist and Procedures for Rep as Manager and Wrap
This form details the procedures and paperwork needed to setup a rep as manager account and a wrap account. Please include the front page with every new advisory account. Not for SMA/SAS Program.
NFS IRA Account Debit Authorization
This form must be signed for every retirement account in addition to the AFSIA contracts. This is not applicable for SMA/SAS accounts.
AFS Investment Advisors, Inc. Form ADV Part II
This disclosure must be given to every client prior to them signing any contract or agreeing to any service. The disclosure also includes our privacy policy, business continuity plan, and code of ethics. We will also mail a copy of the disclosure to your client every year.
This brochure must be given to the client prior to them signing the contract. We will also mail a copy of the disclosure to your client every year.
Advisory Account Closeout Request