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I signed up with my Adviser, but I haven’t received my introduction email?

You should receive your introduction email once your adviser has completed the initial set-up of your account. This will vary in time depending on your Financial Adviser. If you have not received your introduction email and believe you should have, please take the following steps: Check your email’s spam/junk folder

  • Confirm with your Financial Adviser that they have completed the set-up of your account. If you are still experiencing problems, please Contact Us.

    • You should receive your introduction email once your adviser has completed the initial set-up of your account. This will vary in time depending on your Financial Adviser. If you have not received your introduction email and believe you should have, please take the following steps: Check your email’s spam/junk folder

  • Confirm with your Financial Adviser that they have completed the set-up of your account. If you are still experiencing problems, please Contact Us.