Welcome To Client Service Online

This form is for existing clients requesting service of an existing account and SHOULD NOT be 
used for general inquiries about our firm or for appointment requests. If you ARE NOT an 
existing client, please click here to contact us online.

If you ARE an existing client and have a service request, please use
the form below to submit your request to our team. Once submitted, our
team will be notified and you will be contacted within 24 – 48 hours.

Please note the following:

  • Trade requests cannot be accepted using this form. If you wish to place a trade, please contact our office for identity verification.
  • This form is not for appointment requests. If you wish to schedule an appointment, please contact our office.
  • Only submit one request per submission. If you have more than one service request, please complete a separate form for each request. If more than one request is attempted, none may be processed.

Client Information

If you have a question about a correspondence you received, upload the document below.

Accepted file types: jpg, png, pdf, Max. file size: 50 MB.

Please provide details of the request (20 words of less):

This field is for validation purposes and should be left unchanged.