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Meet Your Financial Gravity AI Assistant (Public) At Financial Gravity, we’re committed to delivering exceptional service—and that includes providing quick, easy access to the information you need. That’s why we’re excited to introduce the Fin...
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Rollover your Retirement Plan Did you recently retire? Do you no longer work for the employer associated with your retirement account? We are here to help you move those funds over to your investment accounts so they can continue to to be investe...
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Request a Distribution If you are needing to take a distribution or withdrawal from one of your investment accounts, please follow the process below. Step 1 Send an email to clientsuccess@financialgravity.com with the information listed belo...
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Update My Contact Information See below on how to let us know that your address, phone number, or email address has changed and is needing to be updated on your accounts. Update My Address Step 1: Send an email to clientsuccess@financialgra...
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Fund My Account The different ways you can fund your account is dependent on the account registration. See below for different methods based on the account type. Traditional IRA, Rollover IRA, Roth IRA Funding Sources and Requirements: ACH...
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Created On: 05/30/2025
in Client Insights The Basics
Understanding Tax Forms from Your Investments Investing can help grow your wealth, but it also comes with tax responsibilities. Each year, brokerage firms and financial institutions issue various tax documents that report your income, gains, and...
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Add/Update My Banking Information In order to update your banking information on your investment account(s), one of the following forms of documentation listed below will be required before we can begin processing the request. Voided Check Ban...
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Where to Mail Your Check Below are the addresses to our home office, custodians, and carriers that we work with should you need to mail a physical check to an institution. If you do not see the institution listed below, please reach out to us at ...
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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update July 2022 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this update, Dr. Nelson will discuss the critical importance of Real Risk alignment — the effort to find maximum...
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Created On: 05/28/2025
in Client Insights FGAM Updates
FGAM Update October 2022 Insights and information from Dr. William R. Nelson, PhD, Chief Investment Officer of Financial Gravity In this update, Dr. Nelson discusses the recent market decline, and examines the critical importance of Real R...