Important Notice

Fraudsters may spoof Ascend's phone number to make it appear that Ascend is calling. Never share personal or account information in response to an unexpected call, text, or email. If you receive a suspicious communication, do not respond. Instead, call 800-342-3086 to verify the communication. View more fraud prevention tips.

Retirement and Investing

Who is eligible to sign up for GWP?

To sign up for GWP investment management, you must:

  • Be a U.S. resident and U.S. citizen
  • Be at least 18 years old
  • Have at least five years to retirement and be no more than 68 years old (if selecting retirement as goal)
  • Have at least $5,000 in investable assets
  • Have a valid Social Security number or Tax Identification Number
View All FAQs