Guidelines for receiving your free Portfolio Report Card*:

  • Step 1: Submit your response to the questions on this form
  • Step 2: Wait for notification your Portfolio Report Card results are ready
  • Step 3: Book final exam appointment with the financial advisor that graded your investments
  • Step 4: Pick up your Report Card on your scheduled final exam day at the advisor’s office near you and claim your $100 if you score “A”

The Portfolio Report Card is always personally delivered by a licensed financial advisor who will explain your results. The local advisor assigned to analyze and grade your investments will also discuss how to fix any flaws.

*DISCLOSURE: The Portfolio Report Card is only available to U.S. based investors.

Ex. Warren Buffett
Required to communicate with you about your Portfolio Report Card results. (Inaccurate data disqualifies you from receiving a final grade.)
Please provide the same address you used to sign up for this service. (Inaccurate data disqualifies you from receiving a final grade.)
Tell us what you do for a living. Ex. teacher, doctor, retired
Ex: IRA, 401(k), Joint Brokerage, etc.
Please choose one answer.

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