Enroll online (when you reach the investment selection, just select the suggested target date fund as your investment choice until our next meeting):
One of the largest employer sponsored retirement plan providers in the United States, Fidelity offers a platform with the widest range of investment options available to University employees for a reasonable cost:
If you have contacted us previously. Email us to let us know that you have submitted your SRA form to HR, selected your provider, enrolled in your account online, and that you would like us to be your Investment Advisor.
If you have elected to use us but need to contact us for the first time then please fill out our Schedule an Appointment form.
We will send you an eSignature request to sign our client agreement, a trading authorization form, a fee deduction authorization form, which you will need to sign and submit (not applicable for UC Employees).
You will receive credentials to setup your rebel Financial Personal Website Watch a demo here. You will need to select permanent login credentials and use the organizer tab to complete all information that you can before your next appointment
We will call or email you to schedule an appointment to review your new account, select an investment strategy, and pursue further financial planning (if necessary).