But you can help your investment goals, your level of risk tolerance, and your experience in the stock market. The people you talk to may not know who you are, and for damn sure, it is not in their interest to help you. Instead, call the number listed in the affinity letter. This line is more important than your name. The broker is not interested in remembering this fact about you.
Brokers record their phone calls with customers.
If you mess up, the broker will have a taped record. If the broker messes up, the broker will have a taped record, but they may not be able to find it. The SEC prohibits companies from commenting on their IPOs. Do, however, dig through the company's web site. The broker is not obligated to fill the IOI, and you usually have the right to cancel or change it during the pre-offering period.