Consent to Share Authorization Form CA 975

Do you share client information with a third party such as the client's spouse, CPA, or attorney? If so, a NEW Cetera form is required instead of a Letter of Instruction. 

The Consent To Share Information Form CA 975 is a new form that documents an account owner’s authorization to share financial information with a third party. This includes sharing information with a spouse, CPA, attorney, or power of attorney.

NEW!

Trade Correction Form

Wondering what to do if a trade error occurs? Cetera has a new form to enhance efficiencies in handling trade corrections. This new form is designed to ensure trade corrections are processed accurately and promptly, and is required as of April 1, 2025.