Product Updates & Enhancements

08.26.24 Enhancements & New Features

What Is New?

Investment Election Change form update

Disclosure: The information presented is believed to be accurate but has not been independently verified. TPFG makes no warranties as to the accuracy of the information or any representations made or implied. Articles cited/linked to are the express opinion of the third-party author. There are no affiliations between TPFG and any third-party links. All information may be changed without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.

08.16.24 Enhancements & New Features

What Is New?

Variable Annuity Optimization (VAO) SIS has been updated to the current version

‘Invoice’ and ‘Credit Card’ fee payment options for VAO is now disabled. This update brings the VAO SIS to its most current version, featuring enhancements and improvements to optimize functionality in GPS.

VAO Fees for Fidelity Accounts

Updated forms have been added to Fidelity new accounts (Strategy Plus, SMA, EPIC) to allow for deduction of VAO (Variable Annuity Optimization) fees from the Fidelity accounts.

Disclosure: The information presented is believed to be accurate but has not been independently verified. TPFG makes no warranties as to the accuracy of the information or any representations made or implied. Articles cited/linked to are the express opinion of the third-party author. There are no affiliations between TPFG and any third-party links. All information may be changed without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.

07.31.24 Enhancements & New Features

What Is New?

P4 (Pacific Premier Partners Program) added as a new account opening program option

P4 approved advisors can now use GPS to open P4 accounts for the following:

• Fidelity 
  • Conservatorship  
  • Estate
  • Guardianship
  • Individual
  • Joint
  • UGMA/UTMA
  • IRA
  • Rollover IRA
  • Roth IRA
  • SEP IRA
• Schwab
  • IRA
  • Rollover IRA
  • Roth IRA
    
    

Disclosure: The information presented is believed to be accurate but has not been independently verified. TPFG makes no warranties as to the accuracy of the information or any representations made or implied. Articles cited/linked to are the express opinion of the third-party author. There are no affiliations between TPFG and any third-party links. All information may be changed without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.

06.21.24 Enhancements & New Features

What Is New?

Schwab IRA forms updated to new version (01/2024)

Advisors can now use the updated version to open a Schwab IRA (Strategy Plus and SMA) in GPS for the following account types:

• Traditional IRA
• Rollover IRA
• Roth IRA
• Simple IRA

Disclosure: The information presented is believed to be accurate but has not been independently verified. TPFG makes no warranties as to the accuracy of the information or any representations made or implied. Articles cited/linked to are the express opinion of the third-party author. There are no affiliations between TPFG and any third-party links. All information may be changed without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.

06.18.24 Enhancements & New Features

What Is New?

Dashboard Enhancement: Resend DocuSign message

Now, when reps resend DocuSign envelopes, they'll receive clear success or failure messages. This update ensures reps can easily confirm the status of their resend attempts and confirm whether a resend was successful or not.

Disclosure: The information presented is believed to be accurate but has not been independently verified. TPFG makes no warranties as to the accuracy of the information or any representations made or implied. Articles cited/linked to are the express opinion of the third-party author. There are no affiliations between TPFG and any third-party links. All information may be changed without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.

05.22.24 Enhancements & New Features

What Is New?

Alight Financial New Account Type Now in GPS.

Alight Financial Solutions has been added to GPS as a custodian. TPFG Advisors can now open Alight SDBA accounts and submit the Alight trading authorization and Indemnification form in GPS.

Allworth Financial SIS Available Now in GPS.

The Allworth Financial SIS form has been added to GPS. Allworth advisors can now select “Allworth SDBA” or “Allworth Non- Discretionary SDBA” to open new accounts.

05.03.24 Enhancements & New Features

What Is New?

Fidelity Non-Qualified Personal Registration New Account type added.

Advisors can now open a Fidelity Non-Qualified (Strategy Plus, EPIC Standard and SMA) account in GPS.
Registration types include:

Required Forms include:

Disclosure: The information presented is believed to be accurate but has not been independently verified. TPFG makes no warranties as to the accuracy of the information or any representations made or implied. Articles cited/linked to are the express opinion of the third-party author. There are no affiliations between TPFG and any third-party links. All information may be changed without notice. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.

03.22.24 Enhancements & New Features

What Is New?

Fidelity cc recipient updated to Joint Agreement Network Partner

• In line with the directives from Fidelity, the Fidelity cc recipient in GPS new account project has been updated from legacy DIY DocuSign to the Fidelity Joint Agreement network recipient.
• Client authentication method has been changed from Knowledge based Authentication (KBA) to SMS Authentication

Alert Message added on program page if Fidelity is selected as the Custodian.

• Due to Fidelity's authentication requirements and the Joint Agreement network, Fidelity accounts cannot be combined with accounts for other custodians during account opening.

 

 

03.04.24 Enhancements & New Features

What Is New?

Fidelity IRA Application Updated to New Version.

01.30.24 Enhancements & New Features

What Is New?

Schwab Qualified New Account type now in GPS

• Simple IRA
  
• Traditional IRA
• Rollover IRA
• Roth IRA

Optional forms can be included with the Schwab IRA Application. They include:

• Transfer of Assets
• Asset-Based Pricing Addendum
  
  

12.08.23 Enhancements & New Features

What Is New?

Empower New Account type now in GPS

• Empower has been added to GPS as a custodian. TPFG Advisors can now open Empower accounts and submit the Empower trading authorization on GPS.

11.29.23 Enhancements & New Features

What Is New?

MML Investor Services IMA (investment management agreement) has been added to GPS.

• MML Investor Services Advisors can now use GPS to open SDBA (Self-directed brokerage accounts) faster.
• MML-specific CRS and IMA forms are now available in GPS.
• SDBA models restricted to Focus models only to comply with MML guidelines.

Fidelity Brokeragelink account opening instruction.

MML Investor Services IMA (investment management agreement) has been added to GPS.

• The brokeragelink account opening instruction is now available to view or download on the program page if Fidelity SDBA account number is not available.