Pre-filling options are available in the following custodial templates:
Charles Schwab - One Account Application
You are able to select an Additional Account Holder, Trusted Contacts for Primary Account Holder, and Trusted Contacts for Additional Account Holder.
Charles Schwab - IRA Account
You are able to select Beneficiaries, and Trusted Contacts.
TD Ameritrade Institutional - Standard Account Application
You are able to select a Secondary Account Holder, First Trusted Contact, and Second Trusted Contact.
TD Ameritrade Institutional - IRA Account Application
You are able to select Beneficiaries, First Trusted Contact, and Second Trusted Contact.
Shareholder Services Group - Account Opening
You are able to select a Secondary Account Holder and a Trusted Contact.
Shareholder Services Group - IRA Account Agreement
You are able to select Primary Beneficiaries and Contingent Beneficiaries.
Shareholder Services Group - Roth IRA Account Agreement
You are able to select Primary Beneficiaries and Contingent Beneficiaries.