Retirement Allocation

Program (RAP) Registration

We have a thorough, but easy to navigate process for onboarding you to RAP.

Step 1: Registration

It only takes a few minutes to get started, including setting up your bank payment information.

Step 2: Risk Assessment

We evaluate your risk tolerance and capacity to help develop your investment plans.

Step 3: Tutorial

Meet with an advisor to discuss your risk assessment and select your investment model.

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