Below are the required forms for opening and/or modifying clients accounts. Please feel free to contact our operations team if you have any questions or need help in completing the required forms.Email: firstname.lastname@example.org Phone: (419) 794-0538
Applications and Account Maintenance
New Folio Account Form - Includes both Camelot & Folio Paperwork*
*Covers all accounts except SIMPLE IRA and TOD accounts. Please also complete the additional forms listed below for the applicable account/s.