Your portal allows you to set priorities that align with your values and goals. Keeping your priorities current allows your financial professional to provide tailored services that cater to your specific needs.
To set your priorities:
1. Navigate to 'Services'>'Priorities' from the menu on the left of the portal.
2. Click on the priorities that are relevant to what you are trying to achieve, then click 'Next'.
3. Rearrange your prioroties in order of importance by clicking the lines next to the prioritiy and moving up or down the list as necessary, then click 'Save'.
4. Your priorities have been updated and an email is sent to your financial professional to let them know.