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Provision Asset – Portfolio Change Client Approval

This is a form for the client to approve. Once approved the Portfolio Change Request Workflow Seed can be submitted.

Client Name*
First Last
Email*
Your Advisor*
- Casey Short
- Jay Beerley
- Tony Rizzo
- David McEntire
The Last Four Digits of Your Account Number*
Your New Portfolio Strategy – BlackRock
- BlackRock Target Allocation ETF 0/100
- BlackRock Target Allocation ETF 10/90
- BlackRock Target Allocation ETF 20/80
- BlackRock Target Allocation ETF 30/70
- BlackRock Target Allocation ETF 40/60
- BlackRock Target Allocation ETF 50/50
- BlackRock Target Allocation ETF 60/40
- BlackRock Target Allocation ETF 70/30
- BlackRock Target Allocation ETF 80/20
- BlackRock Target Allocation ETF 90/10
- BlackRock Target Allocation ETF 100/0
Your New Portfolio Strategy – State Street
- State Street Strategic Asset Allocation ETF Conservative
- State Street Strategic Asset Allocation ETF Moderate Conservative
- State Street Strategic Asset Allocation ETF Moderate
- State Street Strategic Asset Allocation ETF Moderate Growth
- State Street Strategic Asset Allocation ETF Growth
- State Street Strategic Asset Allocation ETF Maximum Growth
Your New Portfolio Strategy – Real Estate Holdings
- Griffin Capital Institutional Access Real Estate Fund
- FS Credit Real Estate Income Trust
- ETF Blend
Real Estate Allocation Percentages
Your New Portfolio Strategy – iShares Core
- iShares Core Conservative Allocation ETF
- iShares Core Moderate Allocation ETF
- iShares Core Growth Allocation ETF
- iShares Core Aggressive Allocation ETF
Accounts less than $15,000
Your New Portfolio Strategy – Sector Portfolio
- Provision Asset Sector Portfolio
Account balances over $50,000

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Denton	Plano
Frisco	Fort Worth
McKinney

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888-509-8205

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