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:
- Cleveland Clinic Defined Contribution Plan:
- Cleveland Clinic Supplemental 403b Plan:
*These plans may have already been setup automatically for you if you have already received your first pay, in which case, you will just need to register for online access and proceed to the next steps.
If you have contacted us previously. Email us to let us know that you have submitted your SRA form to HR, 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.
Step 4 (Only if you had a previous 403b):
Rollover your old 403b account: Click here for instructions.
Step 5 (Optional):
Open additional Accounts for rF to manage for you:
- 457b Deferred Compensation.
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).