---
title: Required New Account Forms
description: Required New Account Forms
---

[Skip to content](https://resources.geowealth.com/knowledge/goldman-required-new-account-forms#main-content)

![logo-geowealth](https://resources.geowealth.com/hs-fs/hubfs/Support%20Center/logo-geowealth.png?width=150&height=22&name=logo-geowealth.png)

- [GeoWealth Support Center](https://resources.geowealth.com/knowledge)

Open main navigation

Close main navigation

- [GeoWealth Support Center](https://resources.geowealth.com/knowledge)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [GeoWealth Support Center](https://resources.geowealth.com/knowledge)
2. [Support Center](https://resources.geowealth.com/knowledge/support-center)
3. [Goldman Sachs Forms: New Account (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#goldman-sachs-forms-new-account-retiring-january-2027)

# Required New Account Forms

## Goldman Sachs

The document below is intended to guide advisors and their staff on how to open any account offered by GeoWealth. This document lists the account types available at each custodian, how to generate or access the required documentation, as well as any additional requirements.

[Download Required New Account Forms](https://resources.geowealth.com/hubfs/Support%20Center/Universal%20Forms/Required%20New%20Account%20Forms.pdf)

 

If you have any questions, please contact Advisor Services at 800-949-9936, [service@geowealth.com](mailto:service@geowealth.com) or by live chat during business hours in the lower right corner of this screen.

- [Support Center](https://resources.geowealth.com/knowledge/support-center#main-content)

    - [⭐ IMPORTANT UPDATES](https://resources.geowealth.com/knowledge/support-center#important-updates)
    - [GeoWealth Updates](https://resources.geowealth.com/knowledge/support-center#geowealth-updates)
    - [Universal Forms (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#universal-forms-retiring-january-2027)
    - [Goldman Sachs Forms: New Account (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#goldman-sachs-forms-new-account-retiring-january-2027)
    - [Goldman Sachs Forms: Account Maintenance (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#goldman-sachs-forms-account-maintenance-retiring-january-2027)
    - [Goldman Sachs Account Resources (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#goldman-sachs-account-resources-retiring-january-2027)
    - [Goldman Sachs Transfers Resources (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#goldman-sachs-transfers-resources-retiring-january-2027)
    - [Goldman Sachs Trading Resources (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#goldman-sachs-trading-resources-retiring-january-2027)
    - [Charles Schwab Forms: New Account (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#charles-schwab-forms-new-account-retiring-january-2027)
    - [Charles Schwab Forms: Account Maintenance (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#charles-schwab-forms-account-maintenance-retiring-january-2027)
    - [Fidelity Investments Forms: New Account (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#fidelity-investments-forms-new-account-retiring-january-2027)
    - [Fidelity Investments Forms: Account Maintenance (RETIRING JANUARY 2027)](https://resources.geowealth.com/knowledge/support-center#fidelity-investments-forms-account-maintenance-retiring-january-2027)
- [Client Portal User Guide](https://resources.geowealth.com/knowledge/client-portal-user-guide)
- [Platform Resources](https://resources.geowealth.com/knowledge/platform-resources)
- [Fee Calculator](https://resources.geowealth.com/knowledge/fee-calculator)

[![logo-geowealth](https://resources.geowealth.com/hs-fs/hubfs/Support%20Center/logo-geowealth.png?width=150&height=22&name=logo-geowealth.png "logo-geowealth")](http://geowealth.com/)

This website is for investment professionals only. It is not intended for retail investors. Retail investors who are interested in our investment services should contact a financial advisor.