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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 a QA advisor to discuss your risk assessment and select your
investment model.

Get Started

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