Financial Advisors
Detailed instructions on how to use the website—click here
- All commissions or management advisory fees will be paid through your related broker/dealer to you as the advisor.
- Click the “View Funds” link to view the funds that are available to the employees. Fill out the Enrollment Form using the CUSIP or ticker symbol so your client's account will have the appropriate funds available.
- If you do not see a fund or fund family that you would like to use, please Contact Us and we will see if it is available. We currently have access to 26,000 mutual funds.