{"id":1583,"date":"2026-05-22T13:32:38","date_gmt":"2026-05-22T13:32:38","guid":{"rendered":"https:\/\/jhdarbie.com\/newjhdarbie\/?page_id=1583"},"modified":"2026-06-22T06:04:01","modified_gmt":"2026-06-22T06:04:01","slug":"axos-customer-forms","status":"publish","type":"page","link":"https:\/\/jhdarbie.com\/us\/axos-customer-forms\/","title":{"rendered":"Axos Customer Forms"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1583\" class=\"elementor elementor-1583\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b495bcb e-flex e-con-boxed wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-parent\" data-id=\"b495bcb\" data-element_type=\"container\" data-e-type=\"container\" id=\"PdfLinks\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-07c9445 elementor-widget elementor-widget-heading\" data-id=\"07c9445\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Documents &amp; Forms <\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3eed29c e-con-full e-flex wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-child\" data-id=\"3eed29c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2e53228 elementor-widget elementor-widget-heading\" data-id=\"2e53228\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Fee Schedule<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6d38751 e-con-full e-flex wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-child\" data-id=\"6d38751\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-55a2427 elementor-widget elementor-widget-heading\" data-id=\"55a2427\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Account Transfers<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-31d7064 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"31d7064\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/COR_AssetTransferForm0711F.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Asset Transfer Form<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/ITRF-LOA-for-Internal-Transfer.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Internal Transfers LOA<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/COR-TOD_Agreement.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Transfer on Death Agreement<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c6fd271 e-con-full e-flex wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-child\" data-id=\"c6fd271\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-faa98a9 elementor-widget elementor-widget-heading\" data-id=\"faa98a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Corporate Accounts\u200b<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-05dc846 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"05dc846\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/CO01-Account-Application-V-3.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Account Application<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/CO01SUP-Acct-App-Supplemental-V3.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Account Application - Supplemental<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/UPNA-Account-Update-Form-V2_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Account Update<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Beneficial_Ownership_Certification.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Beneficial Ownership Certification<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Certificate-of-Partnership.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Certificate of Partnership<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-Certificate-of-Sole-Proprietorship.v05.05.WEB_.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Certificate of Sole Proprietorship<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-Certificate-of-Trust.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Certificate of Trust<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Corporate-Resolution.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Corporate Resolution<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-Institutional-Form_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Institutional New Account Form<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Institutional_SuitabilityForm.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Institutional Suitability Form<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Institutional_SIA_Form151.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Institutional SIA Form 151<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.LLC-Resolution.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">LLC Resolution<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-MarginAgreementFormLC03_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Margin Agreement<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-OptionAgreementForm.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Option Agreement<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Options Disclosure - Characteristics &amp; Risks of Standardized Options<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Full-Trading-Authorization.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Trading Authorization<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/TRCO-Trusted-Contact_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Trusted Contact<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/W9_2015.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">W-9 FORM<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-79d2a7f e-con-full e-flex wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-child\" data-id=\"79d2a7f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-52ce70e elementor-widget elementor-widget-heading\" data-id=\"52ce70e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Fund Transfers<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-baaa9eb elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"baaa9eb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-CHECK_REQUEST.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Check Request<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CCPA-VISA-Checkwriting-Application-Revision-7.16.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Check Writing Application<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-Domestic-Bank-Wire_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Domestic Bank Wire<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-International_Wire_Request_Form.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">International Wire Request Form<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/LOA3-LOA-for-3rd-Party-Distributions.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">LOA - 3rd Party Distributions<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/MLNK-MoneyLink-Form.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">MONEYLINK - Electronic Funds Transfer \/ ACH agreement<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c0ea7c0 e-con-full e-flex wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-child\" data-id=\"c0ea7c0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fa32c2e elementor-widget elementor-widget-heading\" data-id=\"fa32c2e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Individual Accounts<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16077c3 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"16077c3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01-Account-Application-V-3.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Account Application<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01SUP-Acct-App-Supplemental-V3.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Account Application - Supplemental<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/UPNA-Account-Update-Form-V2_0-1.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Account Update<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-MarginAgreementFormLC03_0-1.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Margin Agreement<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-OptionAgreementForm-1.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Option Agreement<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc-1.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Options Disclosure - Characteristics &amp; Risks of Standardized Options<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Full-Trading-Authorization-1.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Trading Authorization<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/TRCO-Trusted-Contact_0-1.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Trusted Contact<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/W9_2015-1.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">W-9 FORM<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-87f339a e-con-full e-flex wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-child\" data-id=\"87f339a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d404092 elementor-widget elementor-widget-heading\" data-id=\"d404092\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Miscellaneous Forms<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc5a08f elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"cc5a08f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01SUP-Acct-App-Supplemental-V3_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Acccount Supplemental Form<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-Certificate-of-Sole-Officer.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Certificate of Sole Officer<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CCPA-VISA-Checkwriting-Application-Revision-7.16-1.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Check Writing Application<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-Interested-Party-Authorization-Form.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Interested Party Authorization<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/IPO_Certification_Purchases_of_Initial_Public_Offerings_of_Equity_-Securities.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">IPO Certification<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR_NON-TRANSFERABLE-WORTHLESS-SECURITY_JNL.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Journal of Non-Transferable Worthless Securities<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-OptionAgreementForm-2.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Option Agreement<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc-2.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Options Disclosure - Characteristics &amp; Risks of Standardized Options<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Penny_Stock_Customer_Suitability_Form.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Penny Stock - Customer Suitability<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Penny_Stock_Risk_Disclosure_Document.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Penny Stock - Risk Disclosure<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/RLOE-Reasonable-Letter-of-Explanation.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Reasonable Letter of Explanation<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Full-Trading-Authorization-2.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Trading Authorization<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/TRCO-Trusted-Contact_0-2.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Trusted Contact<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/W8-BEN.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">W-8BEN<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/W8-BEN-E.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">W-8BEN-E<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-984a245 e-con-full e-flex wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-child\" data-id=\"984a245\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0f7a8a9 elementor-widget elementor-widget-heading\" data-id=\"0f7a8a9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Reference Guides<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0c299b2 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"0c299b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ENTENDED-HOURS-TRADING-RISK-DISCLOSURE.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">EXTENDED HOURS TRADING RISK DISCLOSURE<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc-3.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Options Disclosure - Characteristics &amp; Risks of Standardized Options<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-53b648c e-con-full e-flex wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-child\" data-id=\"53b648c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-431a854 elementor-widget elementor-widget-heading\" data-id=\"431a854\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Retirement Accounts<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-93733cb elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"93733cb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/5305-SEP-IRA-FORM.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">5305 SEP IRA<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01-Account-Application-V-3-1.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Account Application<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01SUP-Acct-App-Supplemental-V3-1.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Account Application - Supplemental<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/UPNA-Account-Update-Form-V2_0-2.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Account Update<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ADOP_Coverdell_ESA_Adoption_Agreement.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">ADOP Coverdell ESA<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ADOP-Inherited-Inherited-IRA-Adoption-Agreement.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">ADOP Inherited<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ADOP-Inherited-Roth-Inherited-Roth-IRA-Adoption-Agreement.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">ADOP Inherited Roth<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ADOP-Roth-Roth-IRA-Adoption-Agreement.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">ADOP Roth<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ADOP-SIMPLE-SIMPLE-IRA-Adoption-Agreement.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">ADOP SIMPLE<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Beneficiary-Required-Election.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Beneficiary Required Election<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Change of Beneficiary<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/BENE-Change-Change-of-Beneficiary-Form_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Change of Beneficiary Form<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-ESA-CUST.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Coverdel Education Savings Account<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-CLEARING_IRA_BENEFICIARY_DESIGNATION_2015-04.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">IRA Designation of Beneficiary<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/IRADIST-IRA-Distribution-v3.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">IRA Distribution Form<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01-Account-Application-V-2_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">IRA New Account Application<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/IRA-Rollover-Certification_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">IRA Rollover Certification<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Late-Rollover-Certification.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Late Rollover Certification<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-OptionAgreementForm-3.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Option Agreement<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc-4.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Options Disclosure - Characteristics &amp; Risks of Standardized Options<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Full-Trading-Authorization-3.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Trading Authorization<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Full-Trading-Authorization-4.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Traditional IRA Adoption Agreement.<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/TRCO-Trusted-Contact_0-3.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Trusted Contact<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-04629f0 e-con-full e-flex wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-child\" data-id=\"04629f0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9bfe71f elementor-widget elementor-widget-heading\" data-id=\"9bfe71f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Securities Deposits<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8a11ab9 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"8a11ab9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-144BrokerRep_affiliate_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">144 Broker Rep Affilate<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-144BrokerRep_NonAffiliate_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">144 Broker Rep Non-Affiliiate<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/144SellersRep_Affiliate_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">144 Sellers Rep Affilate<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-144SellersRep_NonAffiliate_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">144 Sellers Rep Non-Affilate<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/JHD-BROKER_REP_LETTER-SHARES_SOLD.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Broker Rep Letter - Shares Sold<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Non-Incorporated-Association-Resolution.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Certificate of Non-Incorporated Association Resolution<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-ClientAcknowledgement-CERT-DEPOSIT.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Client Acknowledgement of Certificate Deposit<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-ClientAcknowledgementDWAC_Deposits_0.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Client Acknowledgement of DWAC Deposits<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Cor-MJ_Attestation-Issuer.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">COR MJ Issuer Attestation<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Cor-MJ_Attestation-Shareholder.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">COR MJ Shareholder Attestation<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/DSRQ-Effective-020118.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">DSRQ<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Client_Attestation_Letter-ELECTRONIC-DEPOSITS.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Electronic Deposit Attestation for NMS Stock<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-IrrevocableStockorBondPower.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Irrevocable Stock or Bond Power<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Issuer-Letter-Not-Legend.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Issuer Letter (Without Legend)<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-Issuer-Letter-Refusal.pdf\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"800px\" height=\"800px\" viewBox=\"0 0 16 16\" fill=\"none\"><path fill=\"#000000\" d=\"M8 3a5 5 0 100 10A5 5 0 008 3z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Issuer Letter Refusal<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a973f75 e-flex e-con-boxed wpr-particle-no wpr-jarallax-no wpr-parallax-no wpr-sticky-section-no wpr-equal-height-no e-con e-parent\" data-id=\"a973f75\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a9c50a1 elementor-widget elementor-widget-html\" data-id=\"a9c50a1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<script>\n    document.querySelectorAll('#PdfLinks a').forEach(link => {\n    link.setAttribute('target', '_blank');\n    link.setAttribute('rel', 'noopener noreferrer');\n});\n<\/script>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Documents &amp; Forms Fee Schedule Account Transfers Asset Transfer Form Internal Transfers LOA Transfer on Death Agreement Corporate Accounts\u200b Account Application Account Application &#8211; Supplemental Account Update Beneficial Ownership Certification Certificate of Partnership Certificate of Sole Proprietorship Certificate of Trust Corporate Resolution Institutional New Account Form Institutional Suitability Form Institutional SIA Form 151 LLC Resolution Margin Agreement Option Agreement Options Disclosure &#8211; Characteristics &amp; Risks of Standardized Options Trading Authorization Trusted Contact W-9 FORM Fund Transfers Check Request Check Writing Application Domestic Bank Wire International Wire Request Form LOA &#8211; 3rd Party Distributions MONEYLINK &#8211; Electronic Funds Transfer \/ ACH agreement Individual Accounts Account Application Account Application &#8211; Supplemental Account Update Margin Agreement Option Agreement Options Disclosure &#8211; Characteristics &amp; Risks of Standardized Options Trading Authorization Trusted Contact W-9 FORM Miscellaneous Forms Acccount Supplemental Form Certificate of Sole Officer Check Writing Application Interested Party Authorization IPO Certification Journal of Non-Transferable Worthless Securities Option Agreement Options Disclosure &#8211; Characteristics &amp; Risks of Standardized Options Penny Stock &#8211; Customer Suitability Penny Stock &#8211; Risk Disclosure Reasonable Letter of Explanation Trading Authorization Trusted Contact W-8BEN W-8BEN-E Reference Guides EXTENDED HOURS TRADING RISK DISCLOSURE Options Disclosure &#8211; Characteristics &amp; Risks of Standardized Options Retirement Accounts 5305 SEP IRA Account Application Account Application &#8211; Supplemental Account Update ADOP Coverdell ESA ADOP Inherited ADOP Inherited Roth ADOP Roth ADOP SIMPLE Beneficiary Required Election Change of Beneficiary Change of Beneficiary Form Coverdel Education Savings Account IRA Designation of Beneficiary IRA Distribution Form IRA New Account Application IRA Rollover Certification Late Rollover Certification Option Agreement Options Disclosure &#8211; Characteristics &amp; Risks of Standardized Options Trading Authorization Traditional IRA Adoption Agreement. Trusted Contact Securities Deposits 144 Broker Rep Affilate 144 Broker Rep Non-Affiliiate 144 Sellers Rep Affilate 144 Sellers Rep Non-Affilate Broker Rep Letter &#8211; Shares Sold Certificate of Non-Incorporated Association Resolution Client Acknowledgement of Certificate Deposit Client Acknowledgement of DWAC Deposits COR MJ Issuer Attestation COR MJ Shareholder Attestation DSRQ Electronic Deposit Attestation for NMS Stock Irrevocable Stock or Bond Power Issuer Letter (Without Legend) Issuer Letter Refusal<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-1583","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/pages\/1583","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/comments?post=1583"}],"version-history":[{"count":73,"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/pages\/1583\/revisions"}],"predecessor-version":[{"id":1933,"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/pages\/1583\/revisions\/1933"}],"wp:attachment":[{"href":"https:\/\/jhdarbie.com\/us\/wp-json\/wp\/v2\/media?parent=1583"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}