Marketing Collection Form


Upon receipt of Partner’s logo and  Marketing Collection Form, the marketing team will create the branded collateral for the Partner’s firm. The following approvals are needed before files can be uploaded to the online storefront:

» Partner

» CWM, LLC Compliance (if applicable)

» Cetera (or other B/D) Compliance Once approvals are received, files will be uploaded and the Partner’s designated user will receive login credentials to order printed pieces through the online storefront (if applicable).


Estimated turnaround times for print items are as follows:

» Business Cards: each card ordered must go through individual compliance review after ordering. Once approved, cards are printed within 4 business days.

» Folders, Envelopes, Invitations, Confidential Profile, Strategy Booklet: 7-10 business days.