Getting Started: Profile
The information in the Profile section helps us tailor the rest of your financial plan, so it's important that we have the correct settings for your financial situation.
The questions we ask in the rest of the Discovery sections are shown or hidden based on your profile settings.
To Do:
- Please complete the Risk Profile(s)
- Please complete the Investor Profile(s)
- Please complete the Will and Power of Attorney information
- Please check the other sections in your Profile to ensure the information is accurate and complete