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WHAT YOU NEED TO START

Steps to Create Your MAP

  1. Complete the onboarding form. Once submitted, you will receive a personalized invitation to create your MAP login.
  2. After successfully creating your MAP login, gather the documents and begin uploading to your secure MAP vault.
  3. Once your documents have been uploaded, use the secure account aggregation feature to connect your online financial accounts to your MAP.

Documents to Start Your MAP

Income information
  • Paystubs
  • Social Security Information
  • Most Recent Tax Return

Cash and Bank Accounts 

  • Checking and Savings
  • CDs
  • Money Market Accounts

Investment Accounts

  • Brokerage Accounts
  • Stock Options / Certificates

Retirement Accounts

  • 401k Statements
  • Retirement Plan Investment Options
  • Annuities

Liabilities 

  • Mortgage
  • Credit Cards
  • Consumer Loans (Auto, Student, Credit Card)

Insurance

  • Life Insurance Policy Disability Insurance Policy
  • Long-Term Care Insurance Policy
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