Review What You Need to Open an Account

To help ensure that your financial advisor has an accurate view of your financial situation, make certain that he or she has all your relevant relevant information. Useful documents include

• Banking and brokerage statements: checking, savings, money market, education savings accounts and brokerage accounts.
• Retirement asset statements: statements for all of your retirement plans, including individual retirement plans, pensions, 401(k), 403(b), and profit-sharing plans, showing current balances and investments.
• Debt Statements: for your mortgage or home equity loans, credit cards, auto loans, student loans, etc.
• Other financial documents: If you have life insurance, an annuity, a trust fund, or other similar type of financial asset, include those documents as well.