Make your Free
Financial Services Agreement

  • Answer simple questions to create your document
  • Sign & share your document online
  • Save progress and finish on any device; download & print at home

How it works

  • Build your
    document
  • Save, print
    & share
  • Sign it &
    Make it legal
Sample Financial Services Agreement Form Template
How it Works
Build your Document
Save, Print & Share
Sign it & make it legal

Financial Services Agreement Basics

Ready for a little financial guidance? A financial services agreement is a contract between you and your financial advisor. You can use it to outline the business relationship and help ensure that everyone is on the same page with regard to fiscal matters, points of contact and service fees. Create a financial services agreement in no time—we'll guide you through it. In a few short steps you'll have a legal document both parties can sign.

Use the Financial Services Agreement document if:

  • You're hiring a financial advisor to manage your money.
  • You're being hired as a financial advisor by an individual or business.

If you have legal needs outside of the financial service agreements, please check out our complete list of customizable service agreements.

Other names for this document: Financial Services Contract, Investment Management Services, Agreement for Financial Services


Sample Financial Services Agreement

More than just a template, our step-by-step interview process makes it easy to create a Financial Services Agreement.

Save, sign, print, and download your document when you are done.

Get legal advice

From Rocket Lawyer On Call® attorneys.

Characters remaining: 600

Financial Services Agreement Basics

If you have legal needs outside of the financial service agreements, please check out our complete list of customizable service agreements.

Other names for this document: Financial Services Contract, Investment Management Services, Agreement for Financial Services

Use the Financial Services Agreement document if:
  • You're hiring a financial advisor to manage your money.
  • You're being hired as a financial advisor by an individual or business.
Read {{ showMore ? 'Less' : 'More' }}

Ready to create your Free Financial Services Agreement?

Your document is free within your one week membership trial.

Meet ALL your legal needs with a Rocket Lawyer membership.
Document Defense®
Have an attorney ready to defend your document
Document Review
Review up to 6 documents a year with an attorney
Ask a Lawyer
Get 2 Q&A sessions with an attorney every month
1-on-1 Legal Advice
Enjoy 30-minute consultations  on each new legal matter
Exclusive Discounts
Save on additional legal services from our nationwide network of lawyers
Unlimited Documents
Access hundreds of legal documents, plus extra features like electronic signatures