GFT Managed Account Documents
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Additional Disclosure for Managed Accounts
-GFT account paperwork filled out = see appropriate types of account paperwork needed.
– Management agreement from managed provider
Once we receive your account opening documentation together with proof of identity you will receive a confirmation receipt of documentation by e-mail. For any questions concerning setting up an account call customer support at (801) 794-3021 or contact us by e-mail.
