Purchase Transaction

Transaction ID
Name*
First Last
Entity Name*
Email*
Phone*
This number will be used by Water Walker Investments to confirm the details of this transaction.
EIN*
Transaction Type*
- Purchase
- Redemption
- Transfer
Fund Name to Redeem*
Fund Name to Purchase*
Account Number to Redeem*
Account Number to Purchase*
Sell or Trade All?
- Sell All.
- Include Interest in Transaction.
Amount*
For redemption and transfers, amounts are limited to current holdings as of the day entered into this form.
Transaction Date*

MM slash DD slash YYYY

Please enter the date you would like this trade to be executed. Entered date can be no more than 30 days from today.
Transaction Method*
- Wire
- ACH
Please select the transaction method.
Bank Information
Bank information provided for future dated transactions must match bank information already on file with TX-FIT and its custodian. To provide new instructions, please contact TX-FIT Client Services before processing your forward dated trade.
Bank Name*
Last 4 Digits of Account Number*
Hidden
Additional Information
Notes
Signature*

Bank Information