Open a new account

The majority of accounts added to the FLD program are new accounts (Scenario 1).

Occasionally you may need to convert an existing Core IA account (e.g. Spectrum, Freedom, or Symplany℠ Pro) to an FLD / Symplany One account (Scenario 2).

Scenario 1: Open a new account (most common)

1. Capture your trade preferences in Symplany One
2. Create a proposal using My Advice Architect®
3. Finish the application in AdviceWorks®

Scenario 2: Convert an existing Core IA account (e.g. Spectrum, Freedom, or Symplany Pro)

1. Capture your trade preferences in Symplany One
2. Modify the strategy using My Advice Architect®
3. Complete the MAA Goal Modification in AdviceWorks®