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Financial Information Fields

Refer to the following table when completing the fields on the Financial Information worksheet in your Mass Upload Excel workbook.

Field Name	Required	Documentation
Customer ID	Y	A unique ID to map customer information from worksheet to worksheet. Use alphanumeric characters only or current account ID at your firm.
Investment objectives	Y	Possible values: Preservation of capital Income Growth Trading Profits Speculation Hedging Note: Trading Profits must be selected for Options. Preservation of Capital cannot be selected for Options. You can submit the following combinations of investment objectives: Hedging + Any Preservation of Capital + Income and/or Growth Trading Profits + Speculation and/or Growth You CANNOT submit the following combinations of investment objectives: Preservation of Capital + any of: Trading Profits, Speculation Income + any of: Trading Profits, Speculation Trading Profits + any of: Preservation of Capital, Income Speculation + any of: Preservation of Capital, Income
Estimated net worth	Y	In base currency, exclude value of residence.
Estimated liquid net worth	Y	In base currency, exclude value of residence.
Annual net income	Y	In base currency.
Specify below for Stocks, Bonds, Options, Futures and FX
Years of trading experience	Y
Number of trades per year	Y
Knowledge level	Y	One of: Extensive Good Limited