IWP Portfolio Audit
step 3: Provide list of holdings in portfolio
Now we need to get copies of your portfolio holdings. This is usually best obtained from recent account statements.
These can be sent to us any of the following ways:
200 N. Mesquite Street, Suite 205
Arlington, TX 76011
Secure File Sharing
You may upload your documents to us via a secure website, Citrix ShareFile.
We will set up a unique folder for you to use with the information provided below. (This may take up to 24 hours.)