Thank you for joining rebel!
Here what’s next:
- You will receive an email with your login credentials to your rFPW (1 business day).
- You will receive an introductory email from your Financial Advisor (1 business day).
- You may schedule your first appointment online or your financial advisor should be reaching out to you to schedule soon (1-2 business days).
- You need to fill in your info into your rfPW (anytime before your first appointment).
- 1st appointment with your advisor (TBD).
- Rollover any financial accounts that you’d like us to manage (TBD).
- Start your subscription with us, if you don’t meet account minimums (TBD).
- Many other unique activities/tasks that you will individually decide upon with your advisor.
Thanks again for the opportunity to serve!
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