Data Request

In order to enhance the value of your financial plan, we need a comprehensive understanding of your current financial situation and your unique goals. To get started, please provide the necessary information through one of the following options:

Option 1: Electronic Submission (Preferred)

  • Access the secure electronic form through the link in the email you received from Sequoia’s Wealth Planning Department or your advisor.
  • If you haven’t received this email, contact us at for assistance.
  • This electronic form allows you to securely submit electronic copies of your financial statements or input financial information and notes.

Option 2: Electronic or Printed Forms (Alternative)

Click the linked PDF and complete accordingly. Once complete, please mail to ATTN: Wealth Planning Dept, 3500 Embassy Parkway, Akron, OH 44333 or submit electronically using our secure SendThisFile service.