Thank you — your updates have been received.

Our team will review your changes and update your records shortly. You will not receive further reminders this year.

Annual Information Update

Use this form to let us know about any changes since your last review. Only fill in what has changed — leave everything else blank. Our team will review your submission and update your records.

● Your Email Address

Email address on file *

Please enter a valid email address.

1 Spouse Contact Information

Has your spouse had a contact change in the last 12 months?

Spouse first name

Spouse last name

Spouse email address

Spouse mobile phone

2 Employment Change

Has anyone in your household had a job change in the last 12 months?

Who had the change?

3 Household & Family Changes

Any household changes in the last 12 months? (new child, adult dependent, or family change)

4 Investment Profile Update — only if changed

If your financial situation or investment goals have changed, update the relevant fields below. Leave blank if unchanged.

Household Financials

Annual household income (if changed)

Federal tax bracket (if changed)

Total net worth (excl. primary residence)

Liquid net worth (if changed)

Household Suitability

Risk tolerance (if changed)

Investment objective (if changed)

Time horizon (if changed)

Liquidity needs (if changed)

Accredited investor status (if changed)

5 Estate, Tax, or Other Financial Changes

Please describe any estate planning, tax, or other major financial changes in the previous 12 months (optional)

By submitting this form I confirm the above information is accurate. Fields left blank indicate no changes from the information shown in the email.

Investors Portfolio Services | 2832 S. Meridian, Suite 201, Puyallup, WA 98373 | 253-770-8118