Complete the onboarding form. Once submitted, you will receive a personalized invitation to create your M•A•P login.
After successfully creating your M•A•P login, gather the documents and begin uploading to your secure M•A•P vault.
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
Social Security Information
Most Recent Tax Return
Cash and Bank Accounts
Checking and Savings
Money Market Accounts
Stock Options / Certificates
Retirement Plan Investment Options
Consumer Loans (Auto, Student, Credit Card)
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.