Advisor Help Center

Our Portfolio: Strategy and Funds
Socially Responsible Investing (SRI)
Flexible Portfolios
Goldman Sachs Smart Beta Portfolio
BlackRock Target Income Portfolio
How We Calculate Returns
Automatic Allocation Adjustment
Tax Loss Harvesting+
Tax Coordination
White-Labeled ETF Portfolios
Custom Model Portfolios
Dimensional Funds

Add or Change a Bank Account
How to Sync Your Accounts
How to Deposit
How to Withdraw
ACATS Transfers
Roll Over Retirement Accounts
Direct IRA Transfers
Transfer to Another Provider
Close Account
Required Minimum Distributions
Transfer Assets After a Divorce
Transfer Assets After Death

Manage Client Goals
SEP IRAs
Inherited IRAs
Joint Accounts
Trust Accounts

Our Retirement Advice
Roll Over Retirement Accounts
Retirement Income
Required Minimum Distributions (RMDs)

Tax Form Questions
Importing Into Tax Software
Reporting State, U.S. Government, and State Income
Give to Charity
Roth Conversions
Tax Withholding

Integration Partners
Agreement Automation Process
Mobile App Questions
Managed Account Letters and Duplicate Statements
Beneficiaries, Power of Attorney, and Trusted Contacts
Account Security