New Client Journey

We’re glad you’ve decided to become a client of Strategence Capital. We look forward to building a relationship that helps you achieve your financial goals. To get started, we need to collect some essential information from you. Please complete the forms linked below, which provide the necessary information to set up your accounts and build out your client profile.

Thank you for your interest in Strategence Capital. Before we meet, we’d like to learn a bit about your financial situation and what you’re hoping to accomplish. Our brief questionnaire covers the basics—your current assets, goals, and which services interest you most. This helps us come to our meeting better prepared to discuss what matters to you, and it gives us both a chance to see if we’re a good match. The form takes just a few minutes and ensures we can make the best use of our time together.

Client Welcome Form

At the link below, you’ll enter all of your personal identification information. When you click submit it will be come us securely.

New Client Information Form

The link below will take you to a form where you can designate beneficiaries for your account(s). You will need to provide names, dates of birth, and the relationship of the beneficiary to you, and we would prefer that you include Social Security Numbers.

Beneficiary Designation Form

Clicking on the link below will let you provide the information to link a bank account to your investment account for contributions and distribution. The information will come back to us securely.

ACH Form

As part of our client onboarding process, we need to assess your risk tolerance to develop an investment strategy aligned with your financial goals and comfort level. Please complete our risk assessment questionnaire by clicking the button below. Your responses will help us tailor our recommendations specifically to your needs and preferences.

Investor Profile Questionnaire