AdvisoryWorld Fields Passed
Contents
The following fields are exported for AdvisoryWorld. AdvisoryWorld may not use all fields.
Login Data |
Investor Information |
Account Fields |
Asset Fields |
|---|---|---|---|
Primary Producer Last Name |
Last Name |
Type |
Unit Value (Price) |
AdvisoryWorld ID |
First Name |
Number |
Number of Shares |
AdvisoryWorld PW |
Middle Name |
Custodian |
Market Value |
Tax ID |
Symbol |
||
DOB |
CUSIP |
||
Street 1 |
Investment Type |
||
Street 2 |
Security Class |
||
City |
Valuation Date |
||
State |
|||
Zip / Postal Code |
|||
Home Phone |
|||
Business Phone |
|||
Fax Phone |
|||
Email Address |