Forms – HBW Advisory Services

Small Balance Accounts Policy

Risk Tolerance and Investment Objective Definitions

HBW ADVISORY SERVICES ACCOUNT APPLICATION FOR ASSET MANAGEMENT

This package needs to be completed for every trade submitted to HBW Advisory Services LLC.

HBW Advisory Services Client Application package for Asset Management - Axos Advisor Services
HBW Advisory Services Client Application package for Asset Management - Charles Schwab
HBW Advisory Services Client Application package for Asset Management - Nationwide

Acknowledgement Form Training - Use password hbw

DocuSign Crash Course and HBW Paperwork Template

AXOS Custom Allocation Sheet (Approval needed before using)

HBW ADVISORY SERVICES HOURLY AND FIXED BILLING CONTRACT FOR ADVICE

HBWAS Client Application for Hourly or Fixed Billing 2024

AXOS FINANCIAL SERVICES LIBERTY

AXOS FINANCIAL SERVICES FORMS

ADV PART II

This document must be left with every client who completed an HBW Advisory LLC agreement.
HBW ADVISORY SERVICES LLC ADV 3-21-2024

HBW ADVISORY SERVICES LLC ADV 3-21-2024 2 per page

ADVISOR MANAGED BROKERAGE ACCOUNT/VA’S/ASPIRE – TRADE APPROVAL REQUEST FORM

This form must be submitted for advisor managed brokerage account with the initial account application and for all subsequent trades. Trade approval from HBW Advisory Service LLC must be obtained prior to any trades being executed in any advisor managed accounts or models.