Weekly strategy performance

To thank our employees for their hard work and dedication, our office will close at 4 p.m. (EDT) on Fridays from May 31 through September 27 to allow our staff to enjoy more of Michigan’s great summer.

As part of our ongoing effort to enhance our services, we’re excited to announce that financial advisers can now auto-populate Flexible Plan Investments’ (FPI’s) investment management agreements with client data through Laser App or Quik! Forms. This new offering is available for accounts at Axos Advisor Services, Schwab Institutional, Schwab PCRA and SDBA, Fidelity BrokerageLink, and TIAA SDBA.

To use this new feature, simply search for Flexible Plan Investments within Laser App or Quik! Forms, select either the co-advisory or solicitor agreement (based on your firm’s agreement with us), auto-populate client data through your CRM integration, complete the strategy selection page and custodial forms, and either print the forms or send them to your client through e-signature. Once the forms are signed, forward them to newmoney@flexibleplan.com. For more details on available strategies, please refer to our website.

Like the new feature? Have ideas on improvements? We’d love to hear what you think. Send your feedback to clientservices@flexibleplan.com.