landingpages.financialengines.com
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Submitted URL: https://click.mail.edelmanfinancialengines.com/?qs=3a0a30e58e3fd7de6a178388e6b624d18734ae3fa8e4c4c06ecf2e5794077e185d22c72a29e883c61e90ee919c40...
Effective URL: https://landingpages.financialengines.com/wellbeing-nm
Submission: On February 06 via api from US — Scanned from DE
Effective URL: https://landingpages.financialengines.com/wellbeing-nm
Submission: On February 06 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
Name: fe-enroll-form —
<form id="fe-enroll-form" name="fe-enroll-form" novalidate="" role="form" autocomplete="off">
<div class="fe-form__header"> Enroll in Professional Management </div>
<div class="fe-form__group fe-form__group--first-name">
<div class="fe-form__label-wrapper">
<label id="firstNameLabel" for="firstName">First name</label>
</div>
<div class="fe-form__field">
<div class="fe-form__control-wrapper">
<input class="fe-form__control" id="firstName" name="firstName" placeholder="First name" aria-describedby="enrollForm-firstName-error" data-required="true">
<small class="fe-form__error" id="enrollForm-firstName-error">Please enter your first name.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--last-name">
<div class="fe-form__label-wrapper">
<label id="lastNameLabel" for="lastName">Last name</label>
</div>
<div class="fe-form__field">
<div class="fe-form__control-wrapper">
<input class="fe-form__control" id="lastName" name="lastName" aria-describedby="enrollForm-lastName-error" placeholder="Last name" data-required="true">
<small class="fe-form__error" id="enrollForm-lastName-error">Please enter your last name.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--zip-code">
<div class="fe-form__label-wrapper">
<label id="zipCodeLabel" for="zipCode">ZIP code</label>
</div>
<div class="fe-form__field">
<div class="fe-form__control-wrapper">
<input class="fe-form__control" id="zipCode" name="zipCode" maxlength="5" placeholder="ZIP code" aria-describedby="enrollForm-zipCode-error" data-required="true" data-pattern="^\d{5}$">
<small class="fe-form__error" id="enrollForm-zipCode-error">Please enter a valid Zip code.</small><span class="sr-only">Use the 5 digit Zip code that we have on file.</span>
</div>
</div>
<div id="zipCodeHelp" class="fe-form__control-instruction">Use the Zip code that we have on file.</div>
</div>
<div class="fe-form__group fe-form__group--dob">
<div class="fe-form__label-wrapper">
<label id="dobLabel" for="dateOfBirth">Date of birth</label>
</div>
<div class="fe-form__field fe-form__field--has-description">
<div class="fe-form__description"></div>
<div class="fe-form__control-wrapper">
<input class="fe-form__control" id="dateOfBirth" name="dateOfBirth" maxlength="10" placeholder="MM/DD/YYYY" aria-describedby="enrollForm-dateOfBirth-error" data-required="true" data-pattern="^\d\d?\/\d\d?\/\d{4}$">
<small class="fe-form__error" id="enrollForm-dateOfBirth-error">Please enter a valid date of birth.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--ssn">
<div class="fe-form__label-wrapper">
<label id="lastFourSSNLabel" for="lastFourSSN">Last 4 digits of SSN</label>
<div class="fe-form__description">
<i class="fa fa-lock"></i>
<span id="secureServerTextId">Secure Server</span>
</div>
</div>
<div class="fe-form__field fe-form__field--has-description">
<div class="fe-form__description">
<i class="fa fa-lock"></i>
<span id="secureServerTextId">Secure Server</span>
</div>
<div class="fe-form__control-wrapper">
<input class="fe-form__control" type="password" id="lastFourSSN" name="lastFourSSN" maxlength="4" autocomplete="off" aria-describedby="enrollForm-lastFourSSN-error" placeholder="XXXX" data-required="true" data-pattern="^\d{4}$">
<small class="fe-form__error" id="enrollForm-lastFourSSN-error">Please enter last 4 digits of SSN.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--email">
<div class="fe-form__label-wrapper">
<label id="emailLabel" for="email">Email</label>
<div class="fe-form__description" aria-hidden="true">Optional</div>
</div>
<div class="fe-form__field fe-form__field--has-description">
<div class="fe-form__description" aria-hidden="true">Optional</div>
<div class="fe-form__control-wrapper">
<input type="email" class="fe-form__control" id="email" name="email" placeholder="example@email.com" aria-describedby="enrollForm-email-error" data-pattern="^[A-Za-z0-9._'%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,4}$">
<small class="fe-form__error" id="enrollForm-email-error">Please enter a valid email address.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--phone">
<div class="fe-form__label-wrapper">
<label id="phoneLabel" for="phoneNumber">Phone number</label>
<div class="fe-form__description" aria-hidden="true">Optional</div>
</div>
<div class="fe-form__field fe-form__field--has-description">
<div class="fe-form__description" aria-hidden="true">Optional</div>
<div class="fe-form__control-wrapper">
<input class="fe-form__control" id="phoneNumber" name="phoneNumber" placeholder="000-000-0000" size="14" maxlength="14" aria-describedby="enrollForm-phoneNumber-error" data-pattern="^\(?(\d{3})\)?[ .-]?(\d{3})[ .-]?(\d{4})$">
<small class="fe-form__error" id="enrollForm-phoneNumber-error">Please enter a valid phone number.</small>
</div>
</div>
</div>
<div class="fe-form__group fe-form__group--sign-up-button">
<button id="confirm-enrollment-button" type="submit" class="fe-form__button fe-form__button--block ">
<span>Sign up now</span></button>
</div>
<div class="fe-form__group fe-form__group--cancel-note"> Cancel at any time, without penalty </div>
<div class="fe-form__signup-disclosures">
<small class="fe-form__signup-disclosure"
id="signup-form-disclaimer-one"><b>Clicking "Sign up now" authorizes Financial Engines Advisors L.L.C. to manage your account and deduct <a href="#" target="_blank" class="fe-modal-toggle-fe-program-fees">program fees</a>.</b></small>
<small class="fe-form__signup-disclosure" id="signup-form-disclaimer-two">By clicking "Sign up now", you agree to the
<a href="https://legaldocs.financialengines.io/Master/FEA_ProfManagement_Terms.pdf" target="legal-window">Terms & Conditions</a> (including the
<a href="https://legaldocs.financialengines.io/Fidelity/Fidelity_Sponsor_Specific/BCBSNC/BCBSNC_Supp.pdf" target="legal-window">Supplement</a>), and you acknowledge that you have received Edelman Financial Engines
<a href="https://legaldocs.financialengines.io/Master/FEA_PrivacyPolicy_MA.pdf" target="legal-window">Privacy Policy</a>, <a href="https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf" target="legal-window">Form ADV</a> and
<a href="https://legaldocs.financialengines.io/Master/FEA_CRS.pdf" target="legal-window">Form CRS</a>. You confirm that you can view and print the <a href="javascript:void(0)" class="fe-modal-toggle-legalDocLink">Legal Information</a> and
consent to electronic delivery thereof. You can also request a free paper copy at any time.</small>
<small class="fe-form__signup-disclosure" id="signup-form-phone-disclaimer">By submitting this form you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or
Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system
for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition to proceed forward. For texts, text STOP to cancel,
HELP for help. Message and data rates may apply. Message frequency may vary.</small>
</div>
</form>Text Content
Skip to main content M - F, 9 a.m. - 9 p.m. ET We're here to help. Call (844) 942-1800 LOGIN TO ONLINE ADVICE M - F, 9 a.m. - 9 p.m. ET We're here to help. Call (844) 942-1800 LOGIN TO ONLINE ADVICE SPECIAL OFFER OPTIMIZE YOUR PORTFOLIO FOR 2024 AND BEYOND Act now and pay no program fees for three months.* Act Now. Offer Ends Soon. Distracted by the loud opinions and constant speculations about what you should do with your money? Especially in a time of changing tax laws, political campaigns and fears of market downturns? We’ll help you cut through the noise so you can find the best solutions for you. Start your year off right with expert portfolio management Right now, you can get Professional Management for three months free of program fees when you sign up by Feb. 9, 2024.* We’ll optimize your portfolio, and you’ll get: * A personalized investment plan based on your goals and risk tolerance * Automatic rebalancing and monitoring of your Blue Cross and Blue Shield of North Carolina retirement plan account * Unlimited access to professional advisors SPECIAL OFFER FOR YOUR BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA ACCOUNT Sign up by Feb. 9, 2024 to get three months free of program fees.* Enroll in Professional Management First name Please enter your first name. Last name Please enter your last name. ZIP code Please enter a valid Zip code.Use the 5 digit Zip code that we have on file. Use the Zip code that we have on file. Date of birth Please enter a valid date of birth. Last 4 digits of SSN Secure Server Secure Server Please enter last 4 digits of SSN. Email Optional Optional Please enter a valid email address. Phone number Optional Optional Please enter a valid phone number. Sign up now Cancel at any time, without penalty Clicking "Sign up now" authorizes Financial Engines Advisors L.L.C. to manage your account and deduct program fees. By clicking "Sign up now", you agree to the Terms & Conditions (including the Supplement), and you acknowledge that you have received Edelman Financial Engines Privacy Policy, Form ADV and Form CRS. You confirm that you can view and print the Legal Information and consent to electronic delivery thereof. You can also request a free paper copy at any time. By submitting this form you consent to receive emails, recurring marketing calls, prerecorded voicemails, and automated texts from Edelman Financial Engines and/or Financial Engines Advisors at the email and number above. You agree that calls may be made, texts may be sent, and voicemails may be transmitted, via an automatic telephone dialing system, an artificial or prerecorded voice, an automated system for the selection or dialing of telephone numbers, the playing of a recorded message, the transmission of a prerecorded voicemail, and/or similar technology. Your consent is not a condition to proceed forward. For texts, text STOP to cancel, HELP for help. Message and data rates may apply. Message frequency may vary. LIVE WEBINAR 6 KEY QUESTIONS TO START YOUR NEW YEAR RIGHT Learn how to build a financial plan that could help you thrive in 2024. Join us on Jan. 25, 2024, for a live presentation, where you’ll get insight on: * Strategic ways to budget and manage debt * How new retirement plan contribution limits and Secure 2.0 could affect you * Ways to streamline and simplify your finances to optimize your strategy * Pros and cons of getting a tax refund * How to take appropriate risk amidst volatile world events Register now Questions? To speak with an advisor, call (844) 942-1800, business days from 9 a.m. to 9 p.m. ET. * If you stay enrolled, program fees will apply after May 9, 2024. Professional Management fees are charged in the frequency and manner detailed in the Terms and Conditions, and are deducted directly from your account. © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. Certain services provided on an educational and guidance basis only. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. Financial Engines Advisors L.L.C.; Attn: Investor Services; 4742 N. 24th St., Suite 270; Phoenix, AZ 85016 Affiliate Disclaimer: AM3339382 -------------------------------------------------------------------------------- * About Edelman Financial Engines * Legal Information * Privacy Policy * Online Privacy Statement * Chat Usage Terms * Do Not Share My Personal Information © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See https://edelmanfinancialengines.com/patent-information for patent information. A LOW-COST WAY TO GET EXPERTISE. × * Low annual rate of no more than 0.45%. Discounts may apply for larger balances. * Lower than the industry average. That's about 55% less than what you might pay on your own elsewhere.* * Paid from your Blue Cross and Blue Shield of North Carolina account(s). There's no impact on your take-home pay. * Cancel anytime. You're not locked into any long-term commitments. Professional Management Fees Portion of Account Annual Rate Monthly Amount Up to $250,000 0.45% $3.75 per $10,000 Over $250,000 0.30% $2.50 per $10,000 Professional Management fees are charged at the frequency and in the manner as detailed in the Terms & ConditionsSupplement; monthly fee examples for illustrative purposes only. *The industry average is based on reporting in PriceMetrix’s, “The State of North American Retail Wealth Management, 10th Annual Report” which found that based on PriceMetrix’s proprietary database (as of the end of 2020 was comprised of detailed client-holdings and transaction information from roughly 70,000 financial advisors), the average fee in 2020 for accounts with assets between $1M and $1.5M was 1.05%. For the same asset range, the 2019 average fee was 1.05% and the 2018 average fee was 1.06%. Industry average fees are subject to change. Investment Advisor services vary, and some advisors in the studies may provide different services than Financial Engines Advisors L.L.C. The report is available here. Close ERROR × Close DO NOT SHARE MY PERSONAL INFORMATION * YOUR PRIVACY * STRICTLY NECESSARY COOKIES * SOCIAL MEDIA COOKIES * ADVERTISING COOKIES * PERFORMANCE COOKIES * FUNCTIONAL COOKIES YOUR PRIVACY Like many online services, Edelman Financial Engines uses cookies and similar technologies to enhance your online experience. When you visit our website, we store cookies on your browser to collect information. The information collected might relate to you, your preferences or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web experience. However, you can choose not to allow certain types of cookies. Click on the different category headings to find out more and change your settings according to your preference. 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PERFORMANCE COOKIES Performance Cookies Active These cookies allow us to understand how users interact with the different features of our sites and services and discern traffic sources so that we can measure and improve the performance the sites and services. FUNCTIONAL COOKIES Functional Cookies Active These cookies enable and enhance the functionality of our sites and services. Back Button COOKIE LIST Filter Button Consent Leg.Interest checkbox label label checkbox label label checkbox label label Clear checkbox label label Apply Cancel Confirm My Choices Allow All