Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    11811 NE 1st Street, Suite 201, Bellevue, WA 98005
    Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    11811 NE 1st Street, Suite 201, Bellevue, WA 98005
    Contact Us
    Contact Us

      Delight the customer, from day one.

      It's Time to Reimagine the New Client Experience.

      Training Video

      How to make a Service Request

      Fast. Friendly. Obstacle Free.

      Available Account Types

      GPS is a fully guided client onboarding and servicing process designed to eliminate tedious paperwork, reduce NIGOs, and efficiently manage accounts across multiple custodians and thousands of retirement plans.

      Fidelity

      • Programs: Strategy Plus, SMA, EPIC (standard)
      • Programs: Strategy Plus, SMA, EPIC (standard)
      • SDBA (BrokerageLink)
      • Non-Discretionary SDBA
      • Non-Qualified (Individual, Joint, Estate, UGMA/UTMA, Guardianship, Conservatorship)
        • Programs: Strategy Plus, SMA, EPIC (standard)
      • Qualified (IRA, Roth IRA, Rollover IRA, SEP IRA)
        • Programs: Strategy Plus, SMA, EPIC (standard)

      Schwab

      Empower

      Security Benefit

      Service Requests Forms Available in GPS

      What's Behind GPS Security?

      Within GPS, we have built an Information Security Management Framework that helps ensure you are confident your data is safe and protected against malicious attack. We have built security to safeguard your most valuable asset, your data.

      We continually assess risk and improve security by upholding the confidentiality, integrity, and availability triad of the service. We regularly review and update information security policies, carry out internal information security training, perform application and network security testing, monitor compliance with information security policies, and conduct internal and external risk assessments.

      Security Features

      Advisers and clients can access, complete, sign and submit completed new account and service request forms directly to TPFG via custom portal. GPS services confidently, 24 x 7, on an efficient and compliant digital platform:

      Supported Multi-Factor Authentication (MFA) ID Verification Methods

      MFA adds an additional layer of security against account-compromised attacks, making it significantly more difficult for data to be accessed by criminals:

      • Email
      • SMS (text)
      • KBA (Knowledge Based Authentication

      Data Encryption

      Encryption serves as the last and strongest line of defense of our security strategy. We use encryption to safeguard your data and help you maintain control over it:

      • TLS with up to AES-256 encryption in transit
      • Data at rest is protected by using FIPS140-2 standards-compliant encryption

      Solution Platforms are:

      • SOC1 and SOC2 Compliant
      • ISO/IEC 27001 Certified

      Stay In the Know.

      The latest on GPS product updates and enhancements.

      Know More
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