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Version 11.1

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Fields

v141
Model Always Included
Model Always Included
Model Always Included

primaryInvestorInvestorType

Model Always Included

primaryInvestorSSN

Model Always Included

primaryInvestorSSNNonUS

Model

primaryInvestorPrefix

Model

primaryInvestorPrefixOtherExplain

Model

primaryInvestorPrefixText

Model Always Included

primaryInvestorFirstName

Model

primaryInvestorMiddleName

Model Always Included

primaryInvestorLastName

Model

primaryInvestorSuffix

Model

primaryInvestorSuffixOtherExplain

Model

primaryInvestorSuffixText

Model Always Included

primaryInvestorFullName

Model Always Included

primaryInvestorDOB

Model Always Included

primaryInvestorCitizenshipType

Model Always Included

primaryInvestorCitizenshipTypeRadio

Model Always Included

primaryInvestorCitizenshipCountry

Model Always Included

primaryInvestorCitizenshipCountryUS

Model

primaryInvestorCountryOfResidence

Insertion · Field

Custom fields can be inserted here when building a form.

Empty

Model Always Included
Model Always Included

primaryInvestorHomePhoneNumberCountryCode

Model Always Included

primaryInvestorHomePhoneNumber

Model Always Included

primaryInvestorHomePhoneNumberCountryCodeNonUs

Model Always Included

primaryInvestorHomePhoneNumberNonUS

Model Always Included

primaryInvestorCellPhoneNumberCountryCode

Model Always Included

primaryInvestorCellPhoneNumber

Model Always Included

primaryInvestorCellPhoneNumberNonUS

Model Always Included

primaryInvestorCellPhoneNumberDisabled

Model Always Included

primaryInvestorNoCellPhoneNumber

Model

primaryInvestorPreferredContactRadio

Model Always Included

primaryInvestorNoHomePhoneNumberNotification

Model Always Included

primaryInvestorNoCellPhoneNumberNotification

Insertion · Field

Custom fields can be inserted here when building a form.

Empty

Model Always Included

primaryInvestorEmailAddress

Model Always Included

primaryInvestorEmailAddressDisabled

Model Always Included

primaryInvestorNoEmailAddress

Model

primaryInvestorAlternateEmailAddress

Insertion · Field

Custom fields can be inserted here when building a form.

Empty

Model Always Included
Insertion · Field

Custom fields can be inserted here when building a form.

Empty

Model Always Included

primaryInvestorStreetAddressCountry

Model Always Included

primaryInvestorStreetAddressStreet

Model Always Included

primaryInvestorStreetAddressCity

Model Always Included

primaryInvestorStreetAddressState

Model Always Included

primaryInvestorStreetAddressProvince

Model Always Included

primaryInvestorStreetAddressZipCode

Model Always Included

primaryInvestorStreetAddressPostalCode

Insertion · Field

Custom fields can be inserted here when building a form.

Empty

Model Always Included

primaryInvestorMailingAddressDifferent

Model Always Included
Insertion · Field

Custom fields can be inserted here when building a form.

Empty

Model Always Included

primaryInvestorMailingAddressCountry

Model Always Included

primaryInvestorMailingAddressStreet

Model Always Included

primaryInvestorMailingAddressCity

Model Always Included

primaryInvestorMailingAddressState

Model Always Included

primaryInvestorMailingAddressProvince

Model Always Included

primaryInvestorMailingAddressZipCode

Model Always Included

primaryInvestorMailingAddressPostalCode

Insertion · Field

Custom fields can be inserted here when building a form.

Empty

Insertion · Group

Custom fields can be inserted here when building a form.

Empty

Insertion · Section

Custom fields can be inserted here when building a form.

Empty

✓ Conforms to forms-agent-v3.schema.json