Form and Tool Wizards

Form and Tool Wizards

Filling Form

The Form and Tool Wizards make it easy for advisors and assistants to find a form when you need one. It allows you to browse through a list of categories or use a search engine to find the operations, compliance, licensing, marketing and sales forms and materials that you are looking for quickly and efficiently.

Form Wizard is an online tool to navigate through the paperwork requirements for processing business. The Form Wizard helps you determine the right paperwork for the type of accounts you establish with 1st Global.