Resources

Select the icon for the resource you're attempting to access below. Access to outside web services such as Client Meetings, Client Vault and Financial Life Planning as well as Custodial access points, will take you directly to the web sites of our various strategic partners and you will be leaving the Barry Capital website at that point. 

Risk Profile Forms

Preliminary Data Form

Privacy Notice

Life Planning

                   BCM Registration Statement

Bob's Registration Statement

Schwab

iShares 529

Vanguard


Servicing Forms

Non-retirement Distribution

Consent to Electronic Delivery

IRA Distribution Form

Money Lilnk

eDelivery Instructions

p: 908-223-1496