Allocation-Changes

Please complete and submit this 5-step form and get ready for your custom allocation changes to your 401k.
For this intake form, we’ll ask you for basic contact info, a few questions to determine your investment goals, billing information, and information to help us review your current 401k fund lineup.
It should only take 5-10 minutes or less!

Name*

First Last

Mailing Address*

Street Address Address Line 2 City State ZIP Code

Phone*

Email*

Date of Birth*

*Password must contain at least 8 characters, containing at least 1 number, 1 uppercase letter and 1 lowercase letter.

Create Your Citrix ShareFile Password*

Each quarter, you will receive an investment allocation via Citrix ShareFile. Please select a password for your Citrix ShareFile account and keep in safe place.

Signature

Please provide your signature to authorize 401karat to analyze your files and provide financial advice.

Upload Your Retirement Plan Investment Options*

*Please upload your current 401(k) investment options to complete your account. Your documentation will be securely stored with Citrix ShareFile.

Scan a 401(k) statement from your employer or screenshot options from your 401(k) login website. Still can’t figure it out? Call us at (833) 527-2848.

Accepted file types: pdf, xls, xlsx, doc, docx, jpg, gif, png, Max. file size: 50 MB.

DON’T FORGET! Your first quarter of 401karat allocation changes is completely free!
After your first quarter, we will only bill you $50.00 every 90 days.
No contracts. No commitments.
You can cancel at any time.

Your Billing Address*

Same as mailing address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

401k Subscription Quarterly Fee*

Price:

Total

Discount Coupon (if applicable)

Your credit card will only be charged $50/quarter AFTER your initial 90-day FREE trial.

Credit Card Information*

Card Number

Cardholder Name

MAKE YOUR ALLOCATION CHANGES NOW

Let’s get your 401k in the Right Funds!

Make My Allocation Changes

MAKE YOUR ALLOCATION CHANGES NOWLet’s get your 401k in the Right Funds!

Make My Allocation Changes

Footer

MAKE YOUR ALLOCATION CHANGES NOW

Let’s get your 401k in the Right Funds!