Client Logins

Client IBKR Account Login

client financial planning login

Lotus Trust & Will - New account link

Schedule a Client Update Call

Other Resources

Annual Investor Questionnaire

Name 1

First Name

Last Name

Name 2

First Name

Last Name

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Tax Filing Status

What do you expect your family's total annual compensation to be this year?

Do you expect your expenses this year to be higher, the same, or lower than last year.

Do you expect any major life changes in the coming year? (ex. Moving, Leaving/Changing jobs, Promotion, Marriage, Children, School, Inheritance, Health Issues etc.)

Do you expect to incur any large, unique expenses this year? If so, how much do you expect these expenses to cost? (Ex. House, Wedding, Car, Tuition, Children, Healthcare, etc.)

Can Lotus do anything else to better serve you this year?

prospective client Introduction Form