Freedom Advisors provides you with expanded model choices and quicker ways to submit your instructions, including allowing verbal delivery if recorded and, in some cases, do it yourself, if you prefer.
We have replaced the Client Directed Asset Allocation form (CDAA). The new form Model Investment Instructions is available in the Freedom Advisors Support Center and Resource Center. You can now use this form to invest an account in a model, change one of your existing models, or build a new model. If you have LPOA, no client or advisor signature is necessary.
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