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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" 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" 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>
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    <div class="fe-form__field">
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="zipCode" name="zipCode" maxlength="5" 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>
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  <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" 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 &amp; 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

 * About Edelman Financial Engines
 * 
 * Legal Information
 * Privacy Policy
 * 
 * Online Privacy Statement
 * 
 * Chat Usage Terms
 * 
 * Do Not Share My Personal Information
 * 

© 2023 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.




BUSINESS DAYS FROM 9 A.M. TO 9 P.M. ET


QUESTIONS? CALL US AT (844) 942-1800

Edelman Financial Engines is not affiliated with Fidelity Workplace Services,
LLC or its affiliates. AM2944403

When you’re planning for something as complex as retirement, sometimes the best
way to strengthen your plan is to go back to the basics of financial planning.

 * Establishing solid financial goals and focusing on the long term
 * Rebalancing your investments regularly to help reduce risk
 * Determining when you want to retire and properly diversifying your portfolio
   to reflect that goal


SIMPLE STEPS TO HELP MAKE YOUR FINANCIAL PLAN READY FOR ANYTHING

Call (844) 942-1800, business days 9 a.m. to 9 p.m., to connect with an advisor
today.




GET PROFESSIONAL MANAGEMENT FOR THREE MONTHS FREE OF PROGRAM FEES.*

Get started by:

TAKE THE NEXT STEP. WATCH OUR EXCLUSIVE TUTORIALS.



Learn how to navigate volatile markets – the best steps to take and the mistakes
to avoid – to help you gain confidence in your financial plan. Check out our
exclusive Stay the Course video tutorials today.

We’ll review four important steps you can take to help protect your wealth in
any market condition.




4 Steps to Take to Help Keep Your Retirement on Track

* If you stay enrolled, program fees will apply after Nov. 24, 2023.
Professional Management fees are charged in the frequency and manner detailed in
the Terms and Conditions; and are deducted directly from your account.

SPECIAL OFFER FOR YOUR BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA ACCOUNT

Sign up by Aug. 25, 2023 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.

4 Mistakes to Avoid During Market Volatility

We’ll walk through four mistakes people often make when investing in volatile
markets and how to overcome them.


TAKE ADVANTAGE OF A SPECIAL OFFER

Right now, you can get Professional Management for three months free of program
fees.* You’ll get a team of experts to help you:



Set your goals and build a path to help reach them in a way that’s diversified
and customized to you

Keep your plan on track through automatic rebalancing of your Blue Cross and
Blue Shield of North Carolina retirement plan account and regular updates on
your progress

Maintain a long-term focus and optimize your portfolio based on your risk
preference and retirement goals

Offer ends Aug. 25, 2023.



Watch now










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.

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LEGAL INFORMATION

×
 * Terms of Service
 * Supplement & Additional Disclosure
 * Privacy Policy
 * Website Terms of Service
 * Security Statement
 * Disclosure Brochure
 * Advice on Outside Accounts
 * Chat Usage Terms
 * Online Privacy Statement
 * Do Not Share My Personal Information
 * Form CRS

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DO NOT SHARE MY PERSONAL INFORMATION




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