Your role as an investor
Complete a suitability questionnaire to determine your investment goals, risk tolerance, and time horizons. The results will help you and your financial adviser select the right risk-managed investment strategies for your needs.
Meet with your financial adviser regularly to discuss your investment goals, which may change over time.
Inform your financial adviser of any changes to your financial situation that would affect your investment goals.
We make sure you stay informed with weekly market and strategy updates, and quarterly statements and newsletters.
Make sure to review all communications from your financial adviser or Flexible Plan (including your quarterly OnTarget Investing reports) and respond to any requests for information.