Your advisor is required to ask you about adding a Trusted Contact Person to your account.
Working with an advisor
A financial advisor can help you choose investments and manage your portfolio.
Why should you work with a financial advisor?
Getting advice from a professional advisor can help you plan for and reach your goals.
How to prepare for your first meeting with your advisor
There are some topics you will want to cover in initial conversations with your financial advisor. It’s also important to know your responsibilities as an investor.
Service expectations of financial advisors
Consider using this list when working with a financial advisor.
What to expect from an advisor
Learn what to expect and not to expect from your advisor.
8 questions to ask an advisor
Keep these 8 questions in mind when meeting an advisor for the first time.
How to choose a financial advisor
Find out how to assess your needs and where to find a financial advisor.
Getting the best service from financial advisors
If you’d like to invest through a financial advisor, consider these tips.
Putting your interests first
Client Focused Reforms are an investor protection initiative that put the interests of the client first.
How to know when it’s time to change your financial advisor
Sometimes your life changes and you may want a fresh perspective on your portfolio.
5 questions to ask your advisor when markets are volatile
Consider these best practices for managing volatility.
Guide to online investment advisers
Many people get investment advice from online advisers. Find out more.