Open your FAM account and meet your CFP® professional in 3 simple steps:
- Enter the code: R5PQ
- Answer 10 questions about your experience with investing
- Receive a recommended asset allocation
- Follow the prompts to open a Schwab account
Once the Wealth Management Agreement is signed, you will receive an email confirmation that needs to be acknowledged in order for the document to be sent to the Apriem team.
Schedule a meeting with your CFP® Professional to start your financial plan and ask any questions.