Goldman Sachs
Use this form to provide additional required information when opening a new account, including all account owners, expected account activity, source of funds, and political exposure. Our custodian is required by regulation to obtain, verify, and record information which identifies each account owner to establish a financial services relationship. This may include requesting a copy of government-issued identifying documents or other documentation.
Upon initial review of the information provided, we may require additional documentation and/or clarification of information provided. New accounts will be restricted from all activities until this information is obtained and verified and will be closed if the information cannot be obtained and verified. Neither Freedom nor its custodian is responsible for losses or damages (including, but not limited to, lost opportunities) that may result from an account being restricted or closed as a result of your failure to provide the requested information or our inability to verify such information.
Download Know Your Client Addendum Form
If you have any questions, please contact Advisor Services at 800-949-9936 option 2, support@freedomadvisors.com or by live chat during business hours in the lower right corner of this screen.