• Strategy Session
  Can I set up a strategy session by phone?  I am willing to pay for such a session or service.

  BBARN93467 asked · 10/08/2020 · 1 replies
  Re.

  • #1
  • Hi, we are happy to walk you through on our service. We have sent you an email and we can setup time to chat. 
    Admin · 10/09/2020 16:32:35

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• phone number
  is there a phone number that I can call you????
  

  jahlquist1 asked · 10/06/2020 · 1 replies
  Re.

  • #1
  • Please send the request to support at myplaniq dot com. 
    Admin · 10/07/2020 15:04:14

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• how to change my email
  how do i change the email associated with my account?

  mamatriagain asked · 10/06/2020 · 1 replies
  Re.

  • #1
  • You'll have to send us your email (to support at myplaniq dot com) and we will change that for you. 
    Admin · 10/07/2020 15:03:22

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• delete account
  How do I delete my account?

  drluke113 asked · 10/01/2020 · 1 replies
  Re.

  • #1
  • We have deleted your account.
    Admin · 10/01/2020 14:45:09

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• Norman Fosback's Monthly Trading System
  Can I simulate Norman Fosback's Monthly Trading system using different indexes?
  

  BBARN93467 asked · 09/28/2020 · 2 replies
  Re.

  • #2
  • 
    Admin · 09/28/2020 23:58:59

  • #1
  • Yes, you can 'Customize a New Portfolio' on the P Calendar Based Trading RUT and change its parameter 'UserSecurity' to whatever the indexes (or funds) you want. 
    Admin · 09/28/2020 23:58:39

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• Composite market indicator
  where can I find "composite market indicator"?

  jackmarty asked · 09/22/2020 · 3 replies
  Re.

  • #3
  • jackmarty · 09/29/2020 12:02:38

  • #2
  • RBRowe7 · 09/25/2020 10:26:27

  • #1
  • This indicator is embedded in our AAC strategy and they are also used in some of portfolios used on Advanced Strategies page. You can customize a new portfolio on these portfolios (such as P Composite Momentum Market VFINX ) and then enter your own funds etc. 
    Admin · 09/22/2020 14:21:30

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• how do i delete my account
  how do i delete my account

  fredjaul asked · 09/15/2020 · 1 replies
  Re.

  • #1
  • We have removed your account. 
    Admin · 09/16/2020 13:03:47

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• Create portfolio
  Is there a direct download available from Fidelity?

  klmaxx401k asked · 09/15/2020 · 1 replies
  Re.

  • #1
  • Can you elaborate? A simple answer is no, we don't have. You'll have to do that manually. 
    Admin · 09/15/2020 13:07:06

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• subscription
  Can i convert from monthly to annual?

  klmaxx401k asked · 09/15/2020 · 1 replies
  Re.

  • #1
  • Sure. You can cancel your monthly subscription and subscribe to immediate annual plan. We'll refund you the unused monthly fee. 
    Admin · 09/15/2020 13:08:25

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• CDI Corporation 401k

  HI,

  I am looking for my account #11212261 for CDI Corporation 401k. Please let me know how to access.
  Anne Ruzek
  599 Manor Lane
  Pelham, NY 10803

   

  arUzek asked · 09/14/2020 · 1 replies
  Re.

  • #1
  • You should contact HR or the Benefits Manager at CDI.  They would be able to help you access your account.  Or, if you are receiving a statement for your account from CDI or the investment firm that holds the account, you should be able to find an 800 number to call to find out about your account.  More than likely you will be able to access your account online.  However, you will need to contact CDI to find out the process to get an ID and password.  This website only helps people manage their accounts and does not have access information for any plan.  Here's a link to CDI locations and phone numbers.  Good luck.  https://www.cdiengineeringsolutions.com/contact-us/
    DanH111 · 09/14/2020 22:20:40

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