Articles
How To: Add/Update My Banking Information
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...
How To: Fund My Account
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...
How to: Mail Your Check
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 ...
How to: Request a Distribution
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...
How to: Rollover your Retirement Plan
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...
How To: Share a document securely
How to share a document securely There are 2 options on how to share an investment related document with our team. Below are the steps on how to achieve both options which will keep your Client data and documents protected and secure. Op...
How to: Update My Contact Information
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...
How to: Use the Financial Gravity AI Assistant
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...