Welcome to our guide on completing the Foundations - long survey! If this is your first time filling out the survey or not, this guide is for you. By doing so, you are able to share important financial information in advance, ensuring your advisor has the necessary details to make meetings truly beneficial.

Follow along as we walk you through the process, ensuring your experience is smooth from start to finish.

After opening the link provided by the adviser, you will be redirected to the start of the Foundations survey. To start, click ‘Continue’.


To add your information, click the ‘Add new’ button. This will create a space for you to enter your important details. See below an example on adding your spouse.


As you navigate through the survey, you can click into the tiles to review, change/update and add/delete information.


To delete a tile, open the tile and click the ‘Delete’ button on the bottom left side.

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Once you’ve finished the survey, you’ll be directed to this page with the message “Thanks for completing this survey. Your adviser will be in touch with the next steps”.


Here is a video that will show you how to navigate through the survey:

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And now you’re done! The data will be provided to your advisor and ready for your next meeting. If you have any questions, feel free to reach out to your advisor.





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