Detailed step by step instructions on how to research managers in Streetscape.
How to Create a Proposal for Streetscape
Detailed step by step instructions on how to create a proposal and generate paperwork in Streetscape.
This application must be used for managed accounts. Please complete every form in the kit.
New Account Checklist and Procedures for Managed Accounts
This form details the procedures and paperwork needed to setup an SMA/SAS account. Please include the front page with every new advisory account.
Must be signed in addition to the NFS required proposal and agreement documents created on Streetscape.
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. A copy of the disclosure will be mailed to your client every year.
How to Create a Service Request for a Managed Account