Paperwork

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Option A: Download Quartz Forms & Agreements

PRIVATE CLIENT

Private Client Account Application


Click to Download




Risk Profile Questionnaire


Click to Download




Investment Strategy Change


Click to Download




Quartz Investment Process


Click to Download





EMPLOYER RETIREMENT PLANS

Employer Retirement Plan Application


Click to Download




Simple IRA Participant Investment Election


Click to Download




Employer Retirement Plan Brochure


Click to Download




Quartz Investment Process


Click to Download




Quartz Investor Risk Profile Questionnaire


Click to Download





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Option B: Get the right Quartz and Custodian paperwork.
We can even pre-fill paperwork for you.