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WHAT YOU NEED TO START

Steps to Create Your M•A•P

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

Documents to Start Your M•A•P

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

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor. Fixed insurance products and services offered through CES Insurance Agency.

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