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:

U.S. Mail

200 N. Mesquite Street, Suite 205
Arlington, TX 76011



(817) 549-0091





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.)


Regardless of the method chosen, please complete the form below.

Name *