Sign-Up Process
Client Agreement
Since you are using a product of our practice, you are required to sign an agreement, even if you are only opting into the rFreemium service.
01
Onboarding Form
Your client onboarding form will help us gather information for your profile. This will also help to easily upgrade your services if you decide to do so.
02
Client Portal (rFPW)
Your rebel Financial Personal Website (rFPW) is rebel’s online portal, where you can keep track of your accounts, set budgets, store documents, and create financial plans online.
03
Questionnaires
Three questionnaires (Riskalyze, Ethos and Tifin) will be sent to you to help identify how you should invest. These questionnaires are made for everyone to fill out, but are only used in our paid services.
04
Client Hub
Your client Hub is your one stop shop for everything rebel. You’ll be able to access your accounts, see upcoming events, schedule appointments and more!
05
