{"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":"2026-06-26T16:45:12","modified_gmt":"2026-06-26T16:45:12","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\t\t<div class=\"elementor-element elementor-element-96aea6b elementor-widget elementor-widget-shortcode\" data-id=\"96aea6b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><style>\n\/* Flex layout eliminates WordPress block margins *\/\n.jhd-forms-output    { display:flex; flex-direction:column; gap:22px; }\n.jhd-section         { display:flex; flex-direction:column; gap:4px; }\n.jhd-section--parent { gap:4px; }\n\/* Large gap between sibling child sections; heading-to-first-child stays tight *\/\n.jhd-section--parent > .jhd-section + .jhd-section { margin-top:18px !important; }\n.jhd-forms-output .elementor-widget-heading,\n.jhd-forms-output .elementor-widget-icon-list { margin:0 !important; }\n\/* Heading *\/\n.jhd-forms-output .elementor-widget-heading .elementor-heading-title {\n    font-family:\"Heebo\",Heebo; font-size:20px; font-weight:400; color:#C9A66B !important; margin:0;\n}\n\/* Icon *\/\n.jhd-forms-output .elementor-widget-icon-list .elementor-icon-list-icon svg {\n    fill:#0A1A2F; width:8px; height:8px; transition:fill 0.3s;\n}\n\/* Item spacing *\/\n.jhd-forms-output .elementor-icon-list-item:not(:last-child) { padding-block-end:3px; }\n.jhd-forms-output .elementor-icon-list-item:not(:first-child) { margin-block-start:3px; }\n\/* Links \u2014 higher specificity (3 classes) beats Elementor global (2 classes) + !important beats footer injection *\/\n.jhd-forms-output .elementor-widget-icon-list .elementor-icon-list-item > a {\n    font-family:\"Heebo\",Heebo; font-size:14px; font-weight:400; text-decoration:none !important;\n}\n.jhd-forms-output .elementor-widget-icon-list .elementor-icon-list-text {\n    color:#3A4A61 !important; transition:color 0.3s;\n}\n.jhd-forms-output .elementor-widget-icon-list .elementor-icon-list-item:hover .elementor-icon-list-text {\n    color:#C9A66B !important;\n}\n<\/style><div class=\"jhd-forms-output\"><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Account Transfers<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/COR_AssetTransferForm0711F.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Transfer Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/05\/COR-TOD_Agreement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Transfer On Death<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Corporate Accounts<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-Institutional-Form_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Institutional Account Application<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Institutional_SuitabilityForm.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Institutional Suitability<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01-Account-Application-V-3-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Application<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01SUP-Acct-App-Supplemental-V3-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Application &#8211; Supplemental<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/UPNA-Account-Update-Form-V2_0-2.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Update<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-MarginAgreementFormLC03_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Margin Agreement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Corporate-Resolution.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Corporate Resolution<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.LLC-Resolution.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">LLC Resolution<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-OptionAgreementForm-3.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Option Agreement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc-5.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Options Disclosure &#8211; Characteristics &#038; Risks of Standardized Options<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Full-Trading-Authorization-4.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Trading Authorization<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/TRCO-Trusted-Contact_0-3.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Trusted Contact<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Fund Transfers<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/MLNK-MoneyLink-Form-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">ACH MoneyLink<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/07\/COR-Domestic-Bank-Wire_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Domestic Bank Wires<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/07\/COR-International_Wire_Request_Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">International Bank Wire<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ITRF-LOA-for-Internal-Transfer.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">LOA for Internal Transfer<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Individual Accounts<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-MarginAgreementFormLC03_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Margin Agreement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01-Account-Application-V-3-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Application<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01SUP-Acct-App-Supplemental-V3-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Application &#8211; Supplemental<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/UPNA-Account-Update-Form-V2_0-2.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Update<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-OptionAgreementForm-3.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Option Agreement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc-5.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Options Disclosure &#8211; Characteristics &#038; Risks of Standardized Options<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Full-Trading-Authorization-4.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Trading Authorization<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/TRCO-Trusted-Contact_0-3.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Trusted Contact<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Miscellaneous Forms<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-MarginAgreementFormLC03_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Margin Agreement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/07\/COR-Certificate-of-Trust.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Certificate of Trust<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/07\/CCPA-VISA-Checkwriting-Application-Revision-7.16.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">CCPA Visa Checkwriting Application<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01SUP-Acct-App-Supplemental-V3-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Supplemental Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-OptionAgreementForm-3.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Option Agreement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc-5.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Options Disclosure &#8211; Characteristics &#038; Risks of Standardized Options<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Penny_Stock_Customer_Suitability_Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Penny Stock &#8211; Customer Suitability<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Penny_Stock_Risk_Disclosure_Document.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Penny Stock &#8211; Risk Disclosure<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/RLOE-Reasonable-Letter-of-Explanation.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Reasonable Letter of Explanation<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Full-Trading-Authorization-4.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Trading Authorization<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/TRCO-Trusted-Contact_0-3.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Trusted Contact<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/W8-BEN.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">W-8BEN<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/W8-BEN-E.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">W-8BEN-E<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Reference Guides<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ENTENDED-HOURS-TRADING-RISK-DISCLOSURE.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">EXTENDED HOURS TRADING RISK DISCLOSURE<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc-5.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Options Disclosure &#8211; Characteristics &#038; Risks of Standardized Options<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Retirement Accounts<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/5305-SEP-IRA-FORM.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">5305 SEP IRA<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01-Account-Application-V-3-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Application<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01SUP-Acct-App-Supplemental-V3-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Application &#8211; Supplemental<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/UPNA-Account-Update-Form-V2_0-2.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Account Update<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ADOP_Coverdell_ESA_Adoption_Agreement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">ADOP Coverdell ESA<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ADOP-Inherited-Inherited-IRA-Adoption-Agreement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">ADOP Inherited<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ADOP-Inherited-Roth-Inherited-Roth-IRA-Adoption-Agreement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">ADOP Inherited Roth<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ADOP-Roth-Roth-IRA-Adoption-Agreement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">ADOP Roth<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/ADOP-SIMPLE-SIMPLE-IRA-Adoption-Agreement.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">ADOP SIMPLE<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Beneficiary-Required-Election.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Beneficiary Required Election<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/BENE-Change-Change-of-Beneficiary-Form.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Change of Beneficiary<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/BENE-Change-Change-of-Beneficiary-Form_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Change of Beneficiary Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-ESA-CUST.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Coverdell Education Savings Account<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/07\/IRA_ADOP_Traditional_IRA_Adoption_Agreement_02.26.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">IRA Designation of Beneficiary<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/IRADIST-IRA-Distribution-v3.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">IRA Distribution Form<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/CO01-Account-Application-V-2_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">IRA New Account Application<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/IRA-Rollover-Certification_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">IRA Rollover Certification<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Late-Rollover-Certification.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Late Rollover Certification<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-OptionAgreementForm-3.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Option Agreement<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/riskstoc-5.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Options Disclosure &#8211; Characteristics &#038; Risks of Standardized Options<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Full-Trading-Authorization-4.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Trading Authorization<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/TRCO-Trusted-Contact_0-3.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Trusted Contact<\/span><\/a><\/li><\/ul><\/div><\/div><div class=\"jhd-section\"><div class=\"elementor-widget elementor-widget-heading\"><h2 class=\"elementor-heading-title elementor-size-default\">Securities Deposits<\/h2><\/div><div class=\"elementor-widget elementor-widget-icon-list elementor-icon-list--layout-traditional elementor-list-item-link-full_width\"><ul class=\"elementor-icon-list-items\"><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-144BrokerRep_affiliate_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">144 Broker Rep Affiliate<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-144BrokerRep_NonAffiliate_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">144 Broker Rep Non-Affiliate<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/144SellersRep_Affiliate_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">144 Sellers Rep Affiliate<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-144SellersRep_NonAffiliate_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">144 Sellers Rep Non-Affiliate<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/JHD-BROKER_REP_LETTER-SHARES_SOLD.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Broker Rep Letter &#8211; Shares Sold<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR.Non-Incorporated-Association-Resolution.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Certificate of Non-Incorporated Association Resolution<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-ClientAcknowledgement-CERT-DEPOSIT.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Client Acknowledgement of Certificate Deposit<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-ClientAcknowledgementDWAC_Deposits_0.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Client Acknowledgement of DWAC Deposits<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Cor-MJ_Attestation-Issuer.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">COR MJ Issuer Attestation<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Cor-MJ_Attestation-Shareholder.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">COR MJ Shareholder Attestation<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/DSRQ-Effective-020118.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">DSRQ<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Client_Attestation_Letter-ELECTRONIC-DEPOSITS.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Electronic Deposit Attestation for NMS Stock<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-IrrevocableStockorBondPower.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Irrevocable Stock or Bond Power<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/Issuer-Letter-Not-Legend.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Issuer Letter (Without Legend)<\/span><\/a><\/li><li class=\"elementor-icon-list-item\"><a href=\"https:\/\/jhdarbie.com\/us\/wp-content\/uploads\/2026\/06\/COR-Issuer-Letter-Refusal.pdf\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"elementor-icon-list-icon\"><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><\/span><span class=\"elementor-icon-list-text\">Issuer Letter Refusal<\/span><\/a><\/li><\/ul><\/div><\/div><\/div><\/div>\n\t\t\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<div class=\"elementor-element elementor-element-d73f160 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