(MONEY Magazine) – Last year, 4,150 investors took their brokers to arbitration for mismanaging their accounts. That's why MONEY developed this financial disclosure form -- with help from Thomas Benson of Opus/Portfolio Concepts, a Naples, Fla. firm that analyzes portfolios for arbitration cases, and from lawyer J. Boyd Page of Atlanta's Page & Bacek. Fill it out, and then have your broker sign it. This way, you'll increase the chances that your broker will handle your money right. Remember to update the form as your financial needs change.

CHART: NOT AVAILABLE CREDIT: Sources: Opus/Portfolio Concepts, Page & Bacek CAPTION: MY INVESTMENT PROFILE