Solicitor New Client Form Use this form to request documents for a new client account. Solicitor Name *New Account Type *IndividualJointTrustRetirementAccount Title *Primary Account Owner *FirstMiddleLastJoint Account OwnerFirstMiddleLastE-mail *Phone Number *Address *City, State, Zip *Account FundingCheck, Wire, or ACHTransfer from an existing accountApproximate Account ValueComment or MessageNameSubmit