\n \n
\n
\n \n
\n \n
\n {!isSaving && saveType === 'unload' && (\n\n Application has been reset!\n
\n )}\n \n )}\n {authToken && (\n\n \n
{getText('accountHolderDisclosures', 'description')}
\n\n {_.map(AllAccountHolderDisclosureKeys, (d: AccountHolderDisclosureKey, i) => (\n{getText(`accountHolderDisclosures.${d}`)}
\n\n
\n \n
\n
\n {getText('accountDisclosures', 'description')}\n
\n\n {_.map(AllAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n{getText(`accountDisclosures.${d}`)}
\n\n {getText('accountDisclosures.entityDisclosures')}\n
\n {_.map(AllEntityAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n{getText(`accountDisclosures.${d}`)}
\n\n {getText('accountDisclosures.entityNonTrustDisclosures')}\n
\n {_.map(AllEntityNonTrustAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n{getText(`accountDisclosures.${d}`)}
\n{getText(`serviceProfile.${d}`)}
\n{getText('marketData.personalUse')}
\n{getText(`marketData.${d}`)}
\n{getText(`marketData.${d}`)}
\n{getText(`marketData.${d}`)}
\n{getText(`marketData.${d}`)}
\n{getText('proSubscriber')}
\n{getText('proSubscriber.next')}
\n{getText('proSubscriber.final')}
\n{getText('proSubscriber.label')}
\n\n
{getText('agreements.agreeToAll')}
\n {_.map(\n getAllAgreementKeysForApplication(values, apiAgreementRequired),\n (agreementKey: AgreementKey, i: number) => (\n\n \n {getText('agreements.declined', undefined, {\n data: {\n contactUsLink: (\n
\n {totalPercentageError}{' '}\n {getText('beneficiaries.percent', undefined, { type: 'error' })}\n
\n )}\n\n
\n
{getText('defaults.phones', 'description')}
\n\n\n \n
\n )}\n\n\n
{getText('accountHolders.mailingAddress', 'description')}
\n\n {!authToken && <>{getText('registration', 'description')} }\n {getText('registration.help', undefined, {\n data: {\n helpLink: (\n
\n
\n {getText('authenticated', 'description', { data: { username } })}{' '}\n {getText('authenticated.signout', 'description', {\n data: {\n signoutLink: {getText('authenticated.signout')},\n },\n })}\n
\n{getText(config.isVirtual ? 'userName-virtual' : 'userName', 'description', { data: { siteGroup } })}
\n\n{getText('securityQuestions', 'description')}
\n\n {_.map(_.range(0, TotalSecurityChallenges), idx => (\n\n {phones.map((p, i) => (\n
\n
\n
\n {application.entityAccountType === EntityAccountType.PersonalTrust && (\n <>\n
\n {application.ownerCountry === Country.UnitedStatesOfAmerica && (\n <>\n
\n \n )}\n
\n {getText('entity', `${entityTypeTextPrefix}.address.text`)}\n
\n
\n {getText('entity.businessPhone')}\n
\n
\n
\n {getText('accountHolders.address.label')}\n
\n
\n {getText('accountHolders.mailingAddress.label')}\n
\n {accountHolder.differentMailingAddress &&
\n {getText('accountHolders.personal-info.dateOfBirth')}:{' '}\n
\n {getText('ssn', undefined, { defaultPage: true, data: { itin:
\n {getText('accountHolders.personal-info.maritalStatus')}:{' '}\n
\n {getText('accountHolders.personal-info.dependents')}:
\n
\n {getText('accountHolders.citizen.citizenshipCountry')}:{' '}\n
\n {getText('accountHolders.citizen.birthCountry')}:{' '}\n
\n {getText('taxIdentificationNumber')}:{' '}\n {foreignTaxWithholding.taxIdentificationNumber ? (\n
\n {getText('treatyCountry')}:{' '}\n {foreignTaxWithholding.treatyCountry ?
\n {foreignTaxWithholding.letterOfExplanation && (\n <>\n {getText('letterOfExplanation')}:\n
\n
\n \n )}\n {foreignTaxWithholding.jurisdictionDoesNotIssueTIN && (\n <>\n {getText('jurisdictionDoesNotIssueTIN')}:{' '}\n
\n {getText('notIssuedForeignTIN')}:{' '}\n
\n
\n {getText('accountHolders.citizen.visaType')}:{' '}\n
\n {getText('accountHolders.citizen.visaExpirationDate')}:{' '}\n
\n {getText('ssn', undefined, { defaultPage: true, data: { itin:
\n {getText('foreignDueDiligence')}\n
\n {getText('foreignDueDiligence.initialDepositAmount')}:{' '}\n
\n {getText('foreignDueDiligence.initialDepositType')}:{' '}\n
\n {getText('foreignDueDiligence.expectedWithdrawalFrequency')}:{' '}\n
\n {getText('foreignDueDiligence.primaryBanking')}:{' '}\n
\n {getText('foreignDueDiligence.referredToBroker')}:{' '}\n
\n {getText('foreignDueDiligence.referredName')}:{' '}\n
\n {getText('foreignDueDiligence.referredRelationship')}:{' '}\n
\n {getText('foreignDueDiligence.initialContact')}:{' '}\n
\n {getText('accountHolders.employment.employmentType')}:{' '}\n
\n {getText('accountHolders.employment.employer')}:
\n {getText('accountHolders.employment.jobPosition')}:
\n {getText('accountHolders.employment.yearsEmployed')}:{' '}\n
\n {getText('accountHolders.employerAddress')}\n
\n
\n
\n
\n
\n
\n
\n
\n
\n {getText('entity.tradingBlockAccounts')}:\n
\n {_.map(entity.tradingBlockAccounts, (account, i) => (\n \n
}\n \n ))}\n
\n
\n \n
\n
\n
\n {getText('dateOfBirth', undefined, { defaultPage: true })}:{' '}\n
\n {getText('ssn', undefined, { defaultPage: true, data: { itin:
\n {getText('beneficiaries.trustName')}:
\n {getText('beneficiaries.ein')}:
\n {getText('beneficiaries.address')}\n
\n
\n
\n
\n \n
\n {getText('dateOfBirth', undefined, { defaultPage: true })}:
\n {getText('ssn', undefined, { defaultPage: true, data: { itin:
\n
\n -
\n -
{getText(`accountHolderDisclosures.${d}`)}
\n\n \n
\n
\n \n
\n
\n {_.map(AccountDisclosureContingentFields[key], id => (\n \n
\n \n ))}\n
{getText(`accountDisclosures.${d}`)}
\n\n \n
\n {getText('accountDisclosures.entityDisclosures')}\n
\n {_.map(AllEntityAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n{getText(`accountDisclosures.${d}`)}
\n\n \n
\n {getText('accountDisclosures.entityNonTrustDisclosures')}\n
\n {_.map(AllEntityNonTrustAccountDisclosureKeys, (d: AccountDisclosureKey, i) => (\n{getText(`accountDisclosures.${d}`)}
\n\n \n
{getText(`agreements.${a}`)}
\n\n \n
\n {getText('signin', 'description', {\n data: { signinLink: {getText('signin.signinLink')} },\n })}\n
\n\n
\n
\n
\n {getText('signin', 'description', {\n data: { signinLink: {getText('signin.signinLink')} },\n })}\n
\n\n {getText('crs', 'description', {\n data: {\n crsLink: (\n
\n Important: Please make sure to click the link provided above to complete your\n registration process. Your account setup is not finished until you've followed the link and submitted\n the PDF. If you have any questions or need further assistance, don't hesitate to reach out to us.\n
\n \n )}\n\n {/* TODO: Once entity applications can be handled through web app, uncomment code for additional documents required for opening entity accounts\n{getText('review-documents', 'description')}
\n {getText('review-documents.files')}\n\n {(values.entityAccountType === EntityAccountType.LlcCCorporation ||\n values.entityAccountType === EntityAccountType.LlcSCorporation) && (\n <>\n{getText('review-documents.foreign')}
\n{getText('review-documents', 'description')}
\n {getText('review-documents.files')}\n {values.type === ApplicationType.Individual &&\n (values.retirementAccount === BooleanToggleType.No || !values.retirementAccount) && (\n <>\n{getText('review-documents.foreign')}
\n{getText('investmentObjectiveType', 'description')}
\n{getText('experience', 'description')}
\n\n {_.map(getAllExperienceKeysForApplication(values), (exp: ExperienceKey, i) => (\n{getText('income-net-worth', 'description')}
\n\n{getText('characteristics', 'description')}
\n\n{getText('characteristics.risk')}
\n )}\n{getText('beneficiaries', 'description')}
\n{getText('ownersOfficers', 'description')}
\n{getText('tenantsInCommon', 'description')}
\n{getText('trustedContact', 'description')}
\n\n
{getText('trustedContact')}
\n{getText('deliveryType.fees')}
\n\n{getText('tradeAuthorization', 'description')}
\n\n{getText('tradingAuthorization.type', 'description')}
\n{getText('tradingAuthorization.phones', 'description')}
\n{getText('tradingAuthorization.disclosures', 'description')}
\n{getText('tradingAuthorization.disclosures.industryEmployed', 'description')}
\n{getText('tradingAuthorization.disclosures.stakeholder', 'description')}
\n{getText('signedNames', 'description')}
\n\n\n {ownerNames.map((n, i) => (\n \n {i > 0 && i < ownerNames.length && ownerNames.length > 2 ? ', ' : ''}\n {i > 0 && i === ownerNames.length - 1 && <> {getText('signedNames.delimiter')} }\n {n}\n \n ))}\n :\n
\n\n {ownerNames.map((n, i) => (\n\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n {application.tradeGoalType &&
\n
\n {_.map(getAllExperienceKeysForApplication(application), (ex: ExperienceKey) => {\n const experience = application.experience && application.experience[ex];\n return (\n \n
\n \n );\n })}\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n \n
\n \n
\n
\n
\n
\n {!areDocumentsRequested && (\n \n
\n {/* eslint-disable-next-line */}\n \n
\n {/* eslint-disable-next-line */}\n \n
\n \n \n {' '}\n
\n
\n
\n
\n
\n
\n \n
\n )}\n\n \n
\n
\n
\n
\n
\n
\n
\n
\n \n
\n \n
\n \n
\n
\n \n
\n \n
\n \n