The following are online forms which can be filled out and signed electronically. You may sign them with your mouse, on your iPad or by typing your name. The forms will then be automatically routed for processing saving you time and effort.
NEW CLIENT INFORMATION GATHERING FORM
Provide us with your basic information in order for us to prepare new account paperwork.
INVESTOR PROFILE FORM
Provide us with your investor profile information in order for us to assist you with your investments.
EMAIL AUTHORIZATION FORM
Provide authorization for us to use email to communicate with you as well as authorizing the use of our paperless system for secure communications.
TAX PREPARER AUTHORIZATION FORM
Provide authorization for us to communicate with you tax preparer and share information about your accounts.
CHANGE OF ADDRESS FORM
Provide an updated address for Ifrah Financial and your Custodians.
IFRAH FINANCIAL BROCHURE AND FIRM DISCLOSURE DOCUMENT (FORM ADV) RECEIPT ACKNOWLEDGEMENT
Acknowledge having retrieved our latest firm brochure and disclosure document