INVESTMENT QUESTIONNAIRE
The QUESTIONNAIRE is a great starting point to compile the information which doesn't show up on a statement or helps to explain the information in each statement.
The questionnaire should take you somewhere around 10-30 minutes depending how available the information is to you. During the questionnaire it's a good idea to save any statements or screenshots that you reference for your answers. If you need to look up a number or answer most likely that is a supporting document you'll want to upload on the next step.
NEW ACCOUNT FORM
The NEW ACCOUNT FORM gathers together all the information needed to open account(s) with us here at Madrid Retirement Advisors.
ANNUAL REVIEW IMPROVEMENT SURVEY
Help us improve our annual account review and what we do for you!
We strive to make the client experience the best it can be. However, we sit on the other side of the table and need your help to do that. Please take a few minutes and complete the survey and give us the feedback we need to make this year even better than the last!