What is a Preferred Client?
A Preferred Client stays on with Open Access after leaving their current employer. Our plan members can choose to stay with us for life.
Review the Preferred Client Group Member Booklet (PDF)
Becoming a Preferred Client
Continue to benefit from all the features you have come to expect as an Open Access plan member. By joining the Preferred Client Group, you will continue to receive professional investment management on a fiduciary basis, competitive fees and retirement planning support.
Note that your account will be automatically transferred to the Preferred Client Group if we don’t hear from you within 90 days from the date of the email we sent. However if you wish to expedite the process, please submit the application forms listed here.