New Client Onboarding Form

We’re excited to work with you! 

To get started, please complete our new client onboarding form using the steps below.

We care about your privacy. 

For your security, please do not email or mail sensitive personal information, such as:

  • Social Security numbers
  • Full date of birth
  • Bank account numbers

Either bring this information in person to the office or call us with it.

Download the Form

Complete the Form

How to Complete the Form

  1. Download the onboarding form using the link provided.
  2. Fill out the form as completely as possible.
  3. Return the completed form using one of the following methods:

Email the form to our office info@ascentwealth.net 
Fax the form to our secure fax number 610-300-5505

Sensitive Information

For your security, please do not include highly sensitive personal information in the form, such as:

  • Social Security numbers
  • Full date of birth
  • Bank account numbers

Once we receive your completed form, a member of our team will contact you directly to securely collect any required personal information by phone.

Questions?

If you have any questions or need help completing the form, please contact our office. We’re happy to walk you through the process.