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
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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.Admin · 12/02/2020 14:39:05
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.