Your advisor is required to ask you about adding a Trusted Contact Person to your account.
Most ReadWorking with an advisor
A financial advisor can help you choose investments and manage your portfolio.
Most ReadWhy should you work with a financial advisor?
Getting advice from a professional advisor can help you plan for and reach your goals.
Your first meeting with your advisor
Find out what to expect in your initial meeting with your new advisor.
Your responsibilities as an investor
As an investor you have 3 key responsibilities when working with an advisor.
Service expectations of financial advisors
Consider using this list when working with a financial advisor.
What to expect from an advisor
Learn what to expect and not to expect from your advisor.
8 questions to ask an advisor
Keep these 8 questions in mind when meeting an advisor for the first time.
How to choose a financial advisor
Find out how to assess your needs and where to find a financial advisor.
Getting the best service from financial advisors
If you’d like to invest through a financial advisor, consider these tips.
Putting your interests first
Client Focused Reforms are an investor protection initiative that put the interests of the client first.
How to know when it’s time to change your financial advisor
Sometimes your life changes and you may want a fresh perspective on your portfolio.
5 questions to ask your advisor when markets are volatile
Consider these best practices for managing volatility.