1. If you and your spouse use the same email address, please complete and submit the form twice with each person’s first and last name.
2. After pressing submit, you will be sent an email confirming your acceptance.
3. Should you wish to change TRAILS™ portfolio (to one higher or lower risk), you can absolutely do this and there is no charge. Please contact us to discuss.
Please feel free to call or email us if you have any questions.