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
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