FLD account setup: Symplany℠ One (1 of 2)

Opening a new FLD account requires two steps:

1. Set up the account in Symplany℠ One (see video below)
2. Create a proposal using My Advice Architect® and finish the application in AdviceWorks®

If you are moving an existing Core IA account (e.g. Spectrum, Freedom, Symplany Pro, etc.) to FLD, check out this article for more information.

NSInvestments can help answer any account opening questions you have.