Financial Professional Registration

Thank you for choosing to register. Once your registration form is received and verified, you will be contacted by email to confirm your user name and password.

Please enter some basic information about the person being registered. The asterisked ( * ) lines are mandatory.

* Email:

* First Name:

* Last Name:

Title:

* Company (DBA):

* Address Line 1:

Line 2:

* City:

* State:

* Zip: -

*Phone: ( ) -

Select the appropriate category:

I am a Financial Advisor who can receive commissions from fund families.

I am a Registered Investment Advisor (RIA) or an individual authorized by my compliance department to charge my clients an annual asset-based "wrap" fee. I understand that my annual fee will be debited quarterly by ExpertPlan on the following schedule dates click here for dates. Therefore, I may need to modify any existing agreements for my clients to conform to these dates.

I am a Registered Investment Advisor (RIA) who will charge my client an annual asset-based "wrap" advisory fee or an individual authorized by my compliance department to charge my clients an annual asset-based "wrap" fee. I understand that my annual fee will be debited quarterly by ExpertPlan on the following schedule dates click here for dates. Therefore, I may need to modify any existing agreements for my clients to conform to these dates. I can also receive commissions from fund families.

Check here if you would like to receive referrals from potential plan sponsors who have inquired about setting up an online retirement plan.

Choose the miles you are willing to travel to visit a potential plan sponsor.

Please enter a user name and password to be used to access the site. User name, which may be different then a real name, has to be a minimum of 6 characters and a maximum of 40 characters long. Password has to be a minimum of 6 characters and a maximum of 9 characters.

*User Name:

*Password:

*Re-Enter Password:

Next you need to choose a Key Phrase and a Key Word. In case a password is forgotten in the future, a Key Phrase will be shown. If the correct Key Word is entered, the password will be emailed to the email address on record for that individual.

FOR EXAMPLE, if you gave the following:

Key Phrase: My favorite sport.
Key Word: Basketball

and you forget your password, you will be shown:

Your Key Phrase is: My favorite sport.

What is your Key Word?:

It is important to remember, for security reasons, to choose a Key Phrase and Key Word you will remember, but would not be obvious to other people.

* Enter a key phrase:

* Enter a keyword: