If you are not pleased with your experience, we will gladly credit your account. That’s our promise, simple and sincere.
We value your opinion. Should you have an experience that does not sit well with you, we invite you to let us know. Our client services team will happily refund your purchase. Or, if you prefer, we will arrange a more positive experience for you with a different advisor. It’s your call.
We're grateful for the opportunity to make things right. And to know where we can improve. But mostly, for you to know we really care about what you think and how your feel. (And we hope it’s good!)
To receive a credit, please complete the following form.