Now You're All Done

That's it!! Your online onboarding questions are all finished. Now your Financial Haus advisor will review the materials and begin building your profile with their team. If there is anything they are missing or any questions they have, they'll reach out to you. They may also ask you for copies of some statements or records. But for now, there's nothing more for you to do.

Your advisor will also reach out to you to schedule your first educational session together, so look out for that.