It is highly recommended that you review the videos of the investment tools at least on your entry into the program. After that, you will be able to refer back to them at anytime by clicking the “video” button at the bottom of the page.
Frequently Asked Questions
Q: What Regulatory Authority governs NetInvestmentAdvisor.com?
Q: Does NetInvestmentAdvisor.com have any conflicts of interest regarding the investment recommendations made to a member?
Q: Where can I review disclosure information about NetInvestmentAdvisor.com?
Q: Are their any regulatory issues that I need to know about NetInvestmentAdvisor.com?
Q: Are there any additional fees such as broker’s fees, custodial fees, etc. charged to my account?
Q: How will my account be billed?
Q: What is a Taxable Savings Plan?
Q: What is an Investment Policy Statement?
Q: How do I view or print my Investment Policy Statement or IPS?
Q: How do I cancel a service?
Q: How do I consolidate services?
Q. What Regulatory Authority governs NetInvestmentAdvisor.com?
A. NetInvestmentAdvisor.com is a registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC) pursuant to the Investment Advisors Act of 1940.
Q. Does NetInvestmentAdvisor.com have any conflicts of interest regarding the investment recommendations made to a member?
A. NetInvestmentAdvisor.com does not have any conflicts of interest, and the personal securities transactions of its officers are monitored on a quarterly basis. No mutual funds pay a fee to this company.
Q. Where can I review disclosure information about NetInvestmentAdvisor.com?
A. Disclosure information may be found on the Form ADV Part 2 found on the About Us page.
Q. Are their any regulatory issues that I need to know about NetInvestmentAdvisor.com?
A. Our registration documents may be viewed by logging
on to www.adviserinfo.sec.gov, clicking on "Investment Adviser Search," and inputting NetInvestmentAdvisor.com.
Q. Are there any additional fees such as broker’s fees, custodial fees, etc. charged to my account?
A. NIA does not charge any additional fees; however, mutual fund companies charge a separate management/expense fee to the shareholders of the fund. Please check with your custodian or plan administrator regarding any additional fee. NetInvestmentAdvisor.com does NOT participate in this fee.
Q. How will my account be billed?
A. You will not receive a bill each month. Your credit card will be debited $30.00 for each service, each quarter, unless the member
cancels his/her membership.
Q. What is a Taxable Savings Plan?
A. Taxable Savings Plans are personal savings plans that are not tax exempt or tax deferred.
Q. What is an Investment Policy Statement?
A. An Investment Policy Statement or IPS is a document that clarifies your account investment decisions. It includes your investment objectives and risk tolerance that you have selected.
Q. How do I view or print my Investment Policy Statement or IPS?
A. Once you become a member, the NetInvestmentAdvisor.com tools will help you choose your own strategy and then electronically sign your own Investment Policy Statement.
Your needs may change over time and if your strategy changes, the NetInvestmentAdvisor.com tools will require you to electronically sign a new Investment Policy Statement. Members may
review their Investment Policy Statement by logging in, going to the "My Account" page, navigating to the bottom of the page and selecting the view/print Investment Policy Statement
link. Your latest Investment Policy Statement will be the only one available.
Q. How do I cancel a service?
A. To cancel services you will first need to login. Next you will go to the My Services page and simply uncheck the auto renew check box. Your credit card will not be charged next quarter.
Q. How do I consolidate services?
A. To consolidate two services simply go to the Portfolio Builder for the service which you are moving the money FROM and set the investment amount to zero. Then go to the
service which you are moving the money TO and increase the investment amount.