Client Onboarding Form for Financial Advisors

$65.00 $85.00

Make client onboarding easier—and more professional—without lifting a finger.

This 4-page onboarding form is designed for independent financial advisors who want to streamline their intake process and impress clients from the start. You’ll receive both a printable PDF and an interactive fillable PDF—giving your clients the choice to fill it out by hand or digitally.

Best of all, we handle all the customization for you.

Just send us your logo, contact information, brand colors, and any disclosures you’d like to include. We’ll take care of the updates and deliver a professionally branded, ready-to-use form that looks like it was built just for your firm.

Clients can complete the interactive version right on their computer and email it back, or you can provide the printable version for in-person meetings or mailed packets. Both are designed to elevate your client experience and make onboarding easy for everyone.

Here’s what you get:

  • A 4-page onboarding form delivered in two formats:

    • Printable PDF

    • Interactive fillable PDF with client-friendly digital fields

  • Done-for-you customization with your logo, colors, contact info, and disclosures

  • Professional, branded materials that are easy to use and impressive to clients

  • Fast delivery within 2–3 business days after we receive your branding details

All you need to do is send us your info—we’ll take care of the rest.

NOTE: Scroll through the images to see screenshots from all of the pages.

Make client onboarding easier—and more professional—without lifting a finger.

This 4-page onboarding form is designed for independent financial advisors who want to streamline their intake process and impress clients from the start. You’ll receive both a printable PDF and an interactive fillable PDF—giving your clients the choice to fill it out by hand or digitally.

Best of all, we handle all the customization for you.

Just send us your logo, contact information, brand colors, and any disclosures you’d like to include. We’ll take care of the updates and deliver a professionally branded, ready-to-use form that looks like it was built just for your firm.

Clients can complete the interactive version right on their computer and email it back, or you can provide the printable version for in-person meetings or mailed packets. Both are designed to elevate your client experience and make onboarding easy for everyone.

Here’s what you get:

  • A 4-page onboarding form delivered in two formats:

    • Printable PDF

    • Interactive fillable PDF with client-friendly digital fields

  • Done-for-you customization with your logo, colors, contact info, and disclosures

  • Professional, branded materials that are easy to use and impressive to clients

  • Fast delivery within 2–3 business days after we receive your branding details

All you need to do is send us your info—we’ll take care of the rest.

NOTE: Scroll through the images to see screenshots from all of the pages.

Next Steps – How It Works

  1. Place Your Order

    Add this item to your cart and complete checkout.

  2. Send Us Your Branding Details

    After checkout, you’ll receive instructions to send us:

    • Your logo (PNG, JPG, or PDF)

    • Your brand colors (Hex, RGB, or general color names)

    • Your contact information (phone, email, website, address)

    • Your disclosure (optional, if you have one)

  3. We Handle the Customization

    Our team will professionally update the form with your branding and prepare both the printable and interactive versions.

  4. Get Your Completed Files

    Within 2–3 business days, we’ll email you your ready-to-use PDFs—perfectly branded and client-ready.

Frequently Asked Questions

Q: Can I make edits to the form myself after it’s delivered?

A: The fields are set up to be fillable by your clients, but the layout and branding are professionally designed and locked to maintain quality. If you need additional changes later, just reach out—we’re happy to help with updates as a small add-on service.

Q: What if I don’t have official brand colors or a logo?

A: No problem! We’ll use a clean, neutral design that still looks professional. You can always provide branding details later if you’d like us to update it.

Q: How long does it take to receive my files?

A: You’ll receive your professionally branded forms within 2–3 business days after we receive all of your branding details.

Q: Will the interactive version work on all devices?

A: The fillable PDF works best on computers and tablets with PDF readers like Adobe Acrobat. On mobile phones, functionality may vary based on the app used to open the file.

Q: Do you offer custom forms or additional pages?

A: Absolutely! If you’d like a fully custom form or additional pages, please contact us for a custom quote.