All required investor forms can be downloaded here or from our “Invest Now” page. If you need assistance, click “Contact Holland” or call us at 630-674-7226.

Advisor Forms (see Step 1 on "Invest" page):

ERISA  [download]
NON-ERISA  [download]
SEC SCHEDULE F ADV  [download]
SEC 6-PG ADV PART II  [download]

Custodian Forms (see Step 2 on "Invest" page):

IRA ACCOUNT APPLICATION  [download]
INDIVIDUAL BROKERAGE ACCT APP  [download]
BUSINESS ACCOUNT APPLICATION  [download]

Money Transfer Instructions and Form
(see Step 3 on "Invest" page):

WIRING INSTRUCTIONS  [download]
TRANSFER OF ASSETS FORM  [download]