Currently web form information is limited, which minimizes the usability of the feature. Two suggestions:

(1) Expand the list of available web fields to include fields necessary for KYC and investment profile purposes (items found within the Engagement tab). For example: Social security number, employer address, income, net worth, etc.

(2) Web form currently is set up to receive information for only one individual. Suggestion: Modify form to be able to have fields for "spouse" information in the same form. Collaterally, fields associated with the spouse would not be required unless an entry is made for the spouse.