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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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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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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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Last Updated: 06/09/2025
in Client Essentials
FG Client Services Quick Reference Guide Financial Gravity (FG) Companies Inc., along with its subsidiary companies, provides investment and tax professionals with a turnkey family office charter. To learn more about each division of our co...
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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...
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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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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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Held Away Account Management Program
In addition to managing FGAM accounts, Financial Gravity also has a program where we can connect hundreds of company retirement plans that include 401(k)’s, 403(b)’s, 401(a) TSPs, as well as many 529 and 457...
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Fidelity Overview
If Fidelity is the custodian of your investment account assets, which are managed by Financial Gravity Asset Management. How to log into Fidelity
Go to https://www.fidelity.com/ ; Along the top bar next to ...
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Charles Schwab Institutional Client Overview
Schwab Institutional is the custodian that holds your investment account assets managed by Financial Gravity Asset Management. To view all of your Schwab accounts in one place, log into the Schw...