Select Entity Individual IRA JTWROS ROTH SepIRA TIC Joint

Select Corporation Irrevocable Limited Partnership LLC Revocable Trust Individual Joint Trust Foundation C Corporation LLP

Domestic Account International Account

Pending Auto Approved Manually Approved Disapproved

Pending Auto Approved Manually Approved Disapproved

1 2 3 4 5

Pending Self Accredited Verified Accredited Not Accredited

Pending income assets all parties accredited

yes no

yes no

Pending Approved Not Approved