Congratulations! This is step 1 for getting a Portfolio Report Card
Guidelines for receiving your free Portfolio Report Card*:

• Step 1: Submit your response to the questions on this form
• Step 2: Wait for notification your Portfolio Report Card results are ready
• Step 3: Book final exam appointment with the financial advisor that graded your investments
• Step 4: Pick up your Report Card on your scheduled final exam day at the advisor’s office near you and claim your $100 if you score “A”

The Portfolio Report Card is always personally delivered by a licensed financial advisor who will explain your results. The local advisor assigned to analyze and grade your investments will also discuss how to fix any flaws.

*DISCLOSURE: The Portfolio Report Card is only available to U.S. based investors.

Required submission form
1) What is your name? *
Ex. Warren Buffett
Your answer
2) What is your daytime phone number? *
Required to communicate with you about your Portfolio Report Card results. (Inaccurate data disqualifies you from receiving a final grade.)
Your answer
3) What is your email address? *
Please provide the same address you used to sign up for this service. (Inaccurate data disqualifies you from receiving a final grade.)
Your answer
4) Are you married or single? *
Choose one.
5) What is your age and your spouse's age? (If married) *
Ex. Me 55 and Spouse 63
Your answer
6) If you are married, does your spouse know about and agree to receive a Portfolio Report Card? *
We won't analyze or grade any portfolios unless both married couples know and agree!
7) What is your occupation? *
Tell us what you do for a living. Ex. teacher, doctor, retired
Your answer
8) What type of account(s) are we grading? *
Ex: IRA, 401(k), Joint Brokerage, etc.
Your answer
9) Is your account self-managed or managed by a financial advisor? If you have an advisor, how much is the fee you pay? *
Ex: Self-managed or I pay my advisor a flat annual fee of $1,000.
Your answer
10) Are you mostly satisfied with the design of your current investment portfolio? *
Please choose one answer.
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