Through our relationship with Fidelity, GWN advisors have the ability to assist clients with opening HSA accounts.
For information on Fidelity HSA Program, please click on the link: https://www.fidelity.com/go/hsa/why-hsa
When submitting an HSA Account, please follow the below process:
- $10,000 Minimum
- Use the Non Qualified Fund Choice List available on the MAP Tools page of the website
- 3 Fund Minimum for the allocation of investments
- Use the Premier & MAP ETF Non Qualified on FIWS Short Kit for paperwork - "Type HSA on "Other" as account type
- Must have Fidelity G# , if you do not please contact GWN to get setup proper to submission
- After completing the Short Kit, the Fidelity HSA Account must be setup in Fidelity WealthScape platform
Work with clients who have state level and/or ERISA plan level accounts during their active employment years. Manage your clients’ 401(k) and 457 accounts while they are contributing. These companies may help you strengthen the client relationship through advisory management on Plan Level Assets within a Self-Directed Brokerage Account.
Colleges and Universities around the country have traditionally been under-served areas for retirement savings education for their employees. Through a special arrangement, advisors could now be offering...
Through a special arrangement, advisors could now be offering participants of higher education around the country a unique opportunity to benefit directly from independent active management within their retirement account.
- Assetmark
- Verity Asset Management
Approved Separately Managed Account providers for custom portfolio design, direct and bond modelling, high-net worth clients solutions as well as Solicitor Management Arrangements.
- Castellum Asset Management
- Howard Capital
- Mariner
The following are Third Party Asset Management Platforms (TAMPs) available through GWN's RIA guidelines and relationship in which approved advisors may find a variety of managed solutions.
- AssetMark
- Flexible Plan
- Lockwood
- Managed 360
- Orion Portfolio Systems
- Pine Valley Investments
- SEI
GWN, in collaboration with Security Benefit, is now providing GWN's advisors with the opportunity to customize their allocations within the Fee-Based Option of the Security Benefit Advisor Mutual Fund Program.
Advisors can tailor investment portfolios to better meet the specific needs and objectives of their clients. For additional questions, please email bonny.cassella@securitybenefit.com
Please click here to access the Fee-Based Security Benefit Advisor Mutual Fund application: https://www.securitybenefit.com/financial-professionals/product/advisor-mutual-fund-program
Please refer to the information below for guidance on submitting business and account restrictions:
