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