Three Lakes Advisors
Resources
Access a Wealth of Resources, Tools, and Insights Designed to Empower Your Investment Decisions and Support Your Financial Goals with Three Lakes Advisors.
Customer Forms:
Convenient Access to All Your Account Needs
- ADMIS Account Application
- Limited Power of Attorney
- Sub Account Request
- Clearport/OTC Registration
- Custodial Account Agreement
- ADMIS Wire Intructions
- Web Access Form
- Third Party Authorization Form for Duplicate Statements
- Bank Reference Letter
- Owner Identification Supplement
- Proprietary Funds Corporation Letter
- 3rd Party Authorization Form
- ADMIS Transfer Form
- POA Revocation Form
Additional Forms
Electronic Platform Traders
Retirement Accounts
Access to the
Customer Portal
The Nexus Customer Login Portal provides clients with a secure, user-friendly platform to access and manage their accounts. Through the portal, customers can view account balances, monitor transactions, access reports, and manage various aspects of their investment portfolios. The portal is designed to streamline the client experience, offering real-time data and easy access to important account information. Additionally, it provides a centralized location for clients to interact with the firm, submit forms, and receive important updates or communications regarding their accounts.
Contract Specifications
Access Expert Research and Insights Through Our ADMIS Partnership
At Three Lakes Advisors, we are committed to providing you with the best tools and resources to inform your investment decisions. Through our partnership with ADMIS, we offer exclusive access to comprehensive research designed to give you a deeper understanding of market trends and opportunities. Whether you’re looking for in-depth analysis or timely updates, our research can help guide your strategy. For more information on how to leverage these valuable resources, please don’t hesitate to contact us at 949-668-1650. We’re here to assist you every step of the way.
