EATON VANCE Forms

form types

ANNUITIES
BROKER DEALER
CLEARING FIRM
INSURANCE
MISC
RIA
SECURITIES

securities

ABSOLUTE CAPITAL
AMERICAN FINANCIAL MANAGEMENT
AMERICAN FUNDS
AMERICAN REALTY CAPITAL
AMERIFUNDS SECURED INCOME FUND I
API FUNDS
APM FUNDS
AQUILA FUNDS
ARCHER BALANCED FUND
ARCHETYPE INVESTMENT ADVISORS
ARCITERRA GROUP
ARGENT ADVISORS
ARROW FUNDS
ASCENTIA CAPITAL PARTNERS
ATEL SECURITIES CORPORATION
ATLAS CAPITAL MANAGEMENT
AVE MARIA MUTUAL FUNDS
AXA ENTERPRISE
BEACON CAPITAL MANAGEMENT
BEHRINGER HARVARD
BLACKROCK
BLUEROCK REAL ESTATE
BRIGHT DIRECTIONS 529 PLAN
BTS ASSET MANAGEMENT
CAG HERNANDO 649 LLC
CAG PALM COAST RESORT
CALVERT GROUP
CLARK CAPITAL MANAGEMENT
CLEARWATER REAL ESTATE INVESTMENTS
CLS INVESTMENT FIRM LLC
CM SECURITIES LLC
CNL
COLE CAPITAL
COLLEGE SAVINGS PLAN OF NEBRASKA
COLUMBIA MANAGEMENT
COMMONWEALTH CAPITAL SECURITIES
COMMUNITY NATIONAL BANK
CONSTELLATION TRUST
CORE REALTY HOLDINGS
CORNERSTONE ASSET MANAGEMENT
CORNERSTONE CORE PROPERTIES REIT
CORNERSTONE HEALTHCARE PLUS REIT
CURIAN CLEARING
DELAWARE
DESERT CAPITAL REIT
DIREXION FUNDS
DIVIDEND CAPITAL SECURITIES INC
DREYFUS
DUNHAM AND ASSOCIATES
DUNN WARREN
DWS INVESTMENTS
EATON VANCE
EMERALD ALLOCATION STRATEGIES
EVERBANK
FEDERATED
FIDELITY INVESTMENTS INSTITUTIONAL SVCS CO
FIRST AMERICAN FUNDS
FIRST EAGLE FUNDS
FIRST MORTGAGE LOANS
FIRST TRUST COMPANY OF ONAGA
FIRST TRUST PORTFOLIOS
FLORIDA CAPITAL REAL ESTATE PARTNERS
FOLIOFN INVESTMENTS
FORWARD FUNDS
FRANKLIN TEMPLETON
FRONTIER FUND
FS INVESTMENT CORPORATION
FTJ FUNDCHOICE LLC
GBE ROYALTY FUND LP
GE FUNDS
GEMINI REAL ESTATE ADVISORS
GENTRY MILLS CAPITAL
GENWORTH FINANCIAL WEALTH MANAGEMENT
GOLDMAN SACHS
GREEN INVESTMENT MANAGEMENT INC
GRIFFIN CAPITAL
GRUBB AND ELLIS APARTMENT REIT
GRUBB AND ELLIS HEALTHCARE REIT II
GWG LIFE
HANLON INVESTMENT MANAGEMENT
HARTFORD
HARTMAN MANAGEMENT
HEALTHCARE TRUST OF AMERICA
HIGHMARK FUNDS
HINES
HORIZON INVESTMENTS
HOWARD CAPITAL MANAGEMENT
ICON ADVISERS
ICON SECURITIES
IMH SECURED LOAN
ING FINANCIAL SOLUTIONS
ING FUNDS
INLAND AMERICAN REIT
INLAND DIVERSIFIED REAL ESTATE TRUST
INTERNATIONAL VALUE ADVISERS
INVESCO
ITS ASSET MANAGEMENT
IVY FUNDS
IXIS ADVISOR FUNDS
JACKSON FUNDS
JOHN HANCOCK
JPMORGAN FUNDS
KBS REAL ESTATE INVESTMENT TRUST
KEATING CAPITAL
KING CONSOLIDATED
LEGION PORTFOLIO SERVICES
LIGHTSTONE SECURITIES
LINCOLN TRUST COMPANY
LORD ABBETT FUNDS
LORENCE AND VANDER ZWART
LORING WARD
MACKENZIE PATTERSON FULLER LP
MACQUARIE EQUIPMENT LEASING FUND
MAINSTAY INVESTMENTS
MANNON OIL
MANULIFE USA
MATRIX ASSET ALLOCATION
MF-MMA TRUST (EMPLOYEE)
MFS
MILLENNIUM TRUST COMPANY
MMA PRAXIS
MMA RETIREMENT PLANS
MMA TRUST (NON-EMPLOYEE)
MORNINGSTAR MANAGED PORTFOLIOS
NATIONAL ADVISORS TRUST
NATIONAL ASSET MANAGEMENT
NATIONWIDE MUTUAL
NETREIT
NOBLE ROYALTIES
NRF CAPITAL MARKETS
OPPENHEIMERFUNDS
PACIFIC FINANCIAL GROUP
PACIFIC FUNDS
PAGEONE FINANCIAL
PALADIN
PASSCO COMPANIES LLC
PENN STREET FUNDS
PIMCO FUNDS AND ALLIANZ FUNDS
PIONEER INVESTMENTS
PORTFOLIO STRATEGIES
POTOMAC FUND MANAGEMENT
PRINCIPAL FUNDS
PRINCOR BDS
PRIORITY CAPITAL GROUP
PROFUND ADVISORS
PRUDENTIAL INVESTMENTS MUTUAL FUNDS
PURCELL ADVISORY SERVICES
PUTNAM
RAINIER CAPITAL MANAGEMENT
REDWOOD MORTGAGE INVESTORS
REGATTA RESEARCH
RELIANCE TRUST COMPANY
RESOURCE REAL ESTATE
RIVERSOURCE INVESTMENTS
RK PROPERTIES
RMC MEDSTONE CAPITAL LP
ROCHDALE
RS FUNDS
RSG SECURITIES
RYDEX
SCHWAB INSTITUTIONAL
SCOTTRADE
SECURITY BENEFIT GROUP
SIGNALPOINT ASSET MANAGEMENT
SPARROW CAPITAL MANAGEMENT
SPECTRUM FUNDS
STEADFAST CAPITAL MARKETS GROUP
STEBEN AND COMPANY
STERLING TRUST
STONE DIAMOND HOLDING
STRATEGIC EQUITY MANAGEMENT
STRATEGIC STORAGE TRUST INC
SUMMIT HOTEL PROPERTIES LLC
SUNAMERICA MUTUAL FUNDS
SUPERFUND USA
SYMMETRIC FINANCIAL
TD AMERITRADE INSTITUTIONAL
THE INSTITUTE FOR WEALTH MANAGEMENT
THOMPSON NATIONAL PROPERTIES
THORNBURG
TIMOTHY PLAN
TOCQUEVILLE FUNDS
TOEWS CORPORATION
TOUCHSTONE
TRANSAMERICA FUNDS
TRITON PACIFIC
TRUST COMPANY OF AMERICA
UNITED CAPITAL FINANCIAL ADVISERS
UNITED DEVELOPMENT FUNDING
UPROMISE
US PREVENTIVE MEDICINE
VALLEY NATIONAL-LEUTHOLD FUND
VAN KAMPEN
VERTICAL US RECOVERY FUND
VIRTUS SELF STORAGE
WALTON INTERNATIONAL GROUP
WAVELAND CAPITAL
WBI INVESTMENTS (WEALTH BUILDERS)
WEATHERSTONE CAPITAL MANAGEMENT
WELLS FARGO FUNDS
WELLS REAL ESTATE FUNDS
WISDOM FUND
WORTH INVESTMENT GROUP
WP CAREY AND CO

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LIST ALL COMPANY NAMES

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IRA Application
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New Account Application

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