Avantax Disclosure delivery Tool (ADT)
Use this tool to provide the Form CRS and Reg BI disclosures to your client.
Your Information
Error!
Choose Avantax Rep
Client/Prospect Information
First Name
Last Name
Email
By entering the client’s / prospect’s email address, you acknowledge that you have obtained verbal consent from the individual to deliver the Form CRS and Reg BI Disclosure Documents electronically.
Reason for sending disclosure
-- Choose Reason --
Was a recommendation made?
Yes, and I understand that I'm required to document notes pertaining to the recommendation.
Tip: Use the Recommendation Worksheet to quickly capture meeting notes.
Click Here
for more information.
No recommendation was made. Disclosures were sent.