If you are an Advisory Planning Services Client, you can access your Online Checkup here.
Complete your Client Profile online. It’s the fastest route to your personalized plan.
Download and print a Client Profile. Prefer a hard copy? Choose this option, then mail your profile to us.
But first, review our Service Agreement and Disclosure Statement, which includes important information about our Advisory Planning Services.
Additionally, this Fiduciary Adviser Disclosure is provided for ERISA clients, including IRA account holders.
Request a kit. Get our informative guide and printed Client Profile. (Of course, you may still choose to do your profile online after receiving the kit.)
Visit one of our Investor Centers.