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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>
    </div>
    <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}$">
        <small class="fe-form__error" id="enrollForm-zipCode-error">Please enter a valid Zip code.</small><span class="sr-only">Use the 5 digit Zip code that we have on file.</span>
      </div>
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    <div id="zipCodeHelp" class="fe-form__control-instruction">Use the Zip code that we have on file.</div>
  </div>
  <div class="fe-form__group fe-form__group--dob">
    <div class="fe-form__label-wrapper">
      <label id="dobLabel" for="dateOfBirth">Date of birth</label>
    </div>
    <div class="fe-form__field fe-form__field--has-description">
      <div class="fe-form__description"></div>
      <div class="fe-form__control-wrapper">
        <input class="fe-form__control" id="dateOfBirth" name="dateOfBirth" maxlength="10" placeholder="MM/DD/YYYY" aria-describedby="enrollForm-dateOfBirth-error" data-required="true" data-pattern="^\d\d?\/\d\d?\/\d{4}$">
        <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 entering your phone number above, you are consenting to receive calls regarding products and services from Edelman Financial Engines, and these calls may use an
      automatic dialing system or a prerecorded voice to deliver messages. This agreement is not a condition to proceed forward.</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.




CALL US AT (844) 942-1800

Edelman Financial Engines is not affiliated with Fidelity Workplace Services,
LLC or its affiliates. AM2593113


AMERICA SAVES WEEK IS A GREAT TIME TO WORK TOWARD YOUR FINANCIAL GOALS



STRENGTHEN YOUR SAVINGS STRATEGY WITH JUST A FEW STEPS:



AUTOMATE YOUR SAVINGS


AUTOMATICALLY TRANSFER MONEY TO AN
EMERGENCY SAVINGS ACCOUNT AND CONSIDER INCREASING THE AUTOMATIC PAYROLL
DEDUCTIONS TO YOUR BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA RETIREMENT
ACCOUNT.



MEET ANY EMPLOYER MATCH, IF AVAILABLE

IF YOUR EMPLOYER MATCHES CONTRIBUTIONS TO YOUR RETIREMENT PLAN ACCOUNT, TRY
CONTRIBUTING THE ALLOTTED PERCENTAGE TO TAKE ADVANTAGE OF THIS BENEFIT. THAT’S
FREE MONEY YOU COULD BE MISSING OUT ON.


CONSIDER CATCH-UP CONTRIBUTIONS
IF YOU’RE 50 OR OLDER

THE IRS LETS THOSE WHO ARE CLOSER TO RETIREMENT GIVE THEIR SAVINGS A BOOST.


ESTABLISH YOUR EMERGENCY ACCOUNT AT A DIFFERENT BANK THAN USUAL


IT WILL BE LESS TEMPTING TO TRANSFER MONEY OUT WHEN YOU’RE IN A CRUNCH.


THE SURPRISING POWER OF AUTOMATIC SAVINGS





DIVE DEEPER









REGARDLESS OF WHERE YOU ARE IN YOUR FINANCIAL JOURNEY, YOU CAN TAKE YOUR WEALTH
TO A HIGHER LEVEL BY SAVING AND INVESTING MORE EACH MONTH.

READ MORE


INTERESTED IN TIPS TO HELP BUILD YOUR RETIREMENT SAVINGS TOO?


EXPLORE MORE INSIGHTS

YOU HAVE AN OPPORTUNITY TO EXPERIENCE PROFESSIONAL MANAGEMENT.

Sign up by March 10, 2023, and use it with no program fees until June 9, 2023.
If you continue Professional Management beyond June 9, 2023 the program fee will
apply after June 9, 2023.
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 entering your phone number above, you are consenting to receive calls
regarding products and services from Edelman Financial Engines, and these calls
may use an automatic dialing system or a prerecorded voice to deliver messages.
This agreement is not a condition to proceed forward.




YOU’VE GOT GOALS. THAT NEW HOUSE. THAT DREAM VACATION. THAT IDEAL RETIREMENT.
WANT A LITTLE HELP REACHING THEM?

GET EXPERT INVESTMENT ADVICE WITH PROFESSIONAL MANAGEMENT FOR YOUR BLUE CROSS
AND BLUE SHIELD OF NORTH CAROLINA ACCOUNT FREE OF PROGRAM FEES FOR THREE
MONTHS.*



YOU'LL GET A TEAM OF EXPERTS WHO WILL:

Build a personalized retirement plan for you

Optimize and automatically rebalance your portfolio based on your risk
preference

Provide ongoing monitoring of your investments to help
keep you on track toward your goals






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



HURRY, OFFER ENDS MARCH 10, 2023.


TAKE ACTION WITH A LIMITED-TIME SPECIAL OFFER.

Offer ends March 10, 2023.


EMERGENCY SAVINGS: PLANNING FOR THE UNEXPECTED





THE SURPRISING POWER OF AUTOMATIC SAVINGS


WATCH & LEARN



SAVING FOR RETIREMENT: THE POWER OF STARTING EARLY


EMERGENCY SAVINGS: PLANNING FOR THE UNEXPECTED


REGARDLESS OF WHERE YOU ARE IN YOUR FINANCIAL JOURNEY, YOU CAN TAKE YOUR WEALTH
TO A HIGHER LEVEL BY SAVING AND INVESTING MORE EACH MONTH.

READ MORE



CATCHING UP ON RETIREMENT SAVINGS


DO YOU WISH YOU’D SAVED AN EXTRA 1% OF YOUR SALARY OVER THE PAST 30 YEARS? NO
DOUBT MANY PEOPLE FEEL THAT WAY. YOU CAN’T TURN BACK THE CLOCK – BUT IT’S NOT
TOO LATE.

READ MORE

Everyone deserves to elevate their financial potential. Call (844) 942-1800 to
connect with an advisor today.

* Program fees apply after June 9, 2023, if you stay enrolled in Professional
Management


CALL US AT (844) 942-1800


















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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