Client Resources
We are determined to help make your financial planning experience simple and hassle free. For your convenience, we offer a wide range of investment educational tools, articles, client and account related forms, and account access. Take advantage of our easy to use electronic client resources and experience the simplicity of working with us.
Forms:
Appointment Agenda Checklist for Prospective Clients
Appointment Agenda Checklist Fillable (for existing clients)
Client Quick Setup Guide for Cash Edge
NetXInvestor e-delivery Authorization
John Hancock Emergency Checklist
Websites:
CIRStatements – (Account Access: Direct Companies, Pershing, and External Accounts via Cash Edge/All Data Advisor) NetXInvestor – (Pershing statements, confirmations, and correspondence)
SSA.gov (Social Security Website)
Social Security Benefit Calculator
Social Security Retirement Questions FAQ
Contact the major credit bureaus directly at:
Equifax (800)685-1111 www.equifax.com
Experian (888)397-3742 www.experian.com
TransUnion (800)916-8800 www.transunion.com
Federal Trade Commission (FTC): The FTC provides useful information to identity theft victims and maintains a database of identity theft cases for use by law enforcement agencies. File a report with the FTC by calling (877)438-4338 or online at http://www.ftc.gov/bcp/edu/microsites/idtheft/