I signed up with my Adviser, but I haven’t received my introduction email?

You should receive your introduction email once your adviser has completed the initial set-up of your account. This will vary in time depending on your Financial Adviser.

If you have not received your introduction email and believe you should have, please take the following steps:

  • Check your email’s spam/junk folder
  • Confirm with your Financial Adviser that they have completed the set-up of your account.

If you are still experiencing problems, please Contact Us.