Topic

How do I add a plan from your newsletter

There is no logical way to add a plan mentioned in your newsletter to my portfolio.  I am in free mode.  How is it done?
twominute00 asked · 12/01/2020
Re.
  • #1
  • Not quite sure what you asked. If you have a 401k or other public (so called predefined) plan, go to page 'What We Do' ->'Retirement Investors' and typed your plan name to the search box. Click on 'Search' and if the plan doesn't exist, you can either email us a list of funds so that we create that plan or directly input funds yourself. 



    Note this only works for public plans. For funds of your own choices, you'll need to be an expert subscriber to create a 'personal' plan. 
    Admin · 12/02/2020 14:39:05
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