We suggest you ask your Financial Advisor to input all the data for you. We can send you an email with a code in it for your Financial Advisor - they will not be able to access any pages except the data entry pages!
Your report is shipped via UPS Ground (if available in your area; USPS first class mail otherwise) and should expect your report in 8-15 business days.
The report costs $500 (plus applicable tax) - less than what many people pay their Financial Advisor per month! You need to provide us with:
- At least 37 consecutive months of data, but we highly suggest that you provide enough data to cover your entire experience with your current Financial Advisor
- Your portfolio's monthly "time-weighted" returns OR your deposits, withdrawals, and monthly ending balances and
- The Asset Allocation Model that was provided to you by your Financial Advisor.
Call our toll free number and one of our representatives can answer your questions! Under certain circumstances we will be able to receive your data by fax and run the report for you. Should you need help understanding the report, you can ask us to phone you and go over the report!