Kingswood U.S. Forms Library
The Kingswood Forms Library houses all Kingswood forms that need to be completed as you manage different aspects of your client accounts and business practice.
- Should you need forms from our custody or clearing partners - RBC, Raymond James, Charles Schwab or TD Waterhouse - please log into their corporate portals.
- Should you need IRS forms, please search the Forms, Instructions and Publications section of the IRS website.
- Need help getting started or figuring out which form you need? Please contact our Operations Team at email@example.com
- If you'd like to request we add a form to this library, please contact Eddie Kazatsky at firstname.lastname@example.org.
It may be more efficient to complete forms through your LaserApp portal. If you are not already using LaserApp, please email our Operations Team at email@example.com to get started.
- Kingswood Forms -
-Alternative Investments -
-Mutual Funds and Interval Funds -