Access Financial Group

Doing business with Verity

Sean McGill
VP, Advisor Services
Office: (800) 247-6717 x105
Fax: (919) 489-8939

Amy Angus
Dir, Business Development
Office: (919) 490-6717 x107
Mobile: (919) 444-0597
Fax: (919) 489-8939

Access Financial Group

Fidelity Workplace Forms

Fidelity Forms

Fidelity TEM Advisor Services: (888) 766-6815
Fidelity Client Services: (800) 343-0860
403b Online Enrollment
Fidelity NetBenefits Form Library
RIA Authorization/Indemnifcation (Employer Plan Accounts)

Fidelity Brokerage Link Forms
Verity Asset Management Forms

TIAA Forms

TIAA Forms
Verity Asset Management Forms

Schwab Forms

Personal Choice Retirement Accounts

With a Schwab Personal Choice Retirement Account® (PCRA), you can invest in a retirement plan with the freedom of a brokerage account.

A Schwab PCRA is a self-directed brokerage account (SDBA) that resides within your employer-sponsored retirement plan. In addition to the choices typically offered by retirement plans, PCRA lets you invest in a much wider range of investments.

Schwab is restricted from providing advice on PCRAs; however, your retirement plan may allow you to appoint an independent advisor.

Verity Asset Management Forms

Pentegra Forms

Pentegra offers investment solutions for every type of investor. Recognizing the diverse investment needs of participants, we offer access to thousands of funds with no proprietary fund requirements. Participants enjoy the ease of a single, flexible solution for personalized retirement investing with the confidence that comes with unlimited, unbiased fund options and objective advice. Our open architecture platform means that your participants are free to work with the advisor of their choice to select the investment funds that are right for them and tailor an asset allocation that best meets their long-term retirement goals.

Submit this for to become appointed with Pentegra.

Verity Workplace Strategies
Texas Higher Education
Texas Consortium of Community Colleges
Texas K-12
Service Forms

Aspire Forms

ASPire is an open-architecture mutual fund environment available to participants in hundreds of school districts throughout the country. Verity is a Strategist on the ASPire platform offerring a selection of managed models available through advisors.

Employer Plans

Verity’s Employer Plan’s Division offers a wide range of fiduciary support services to help advisors deliver customized solutions to their plan sponsor clients.

Contact Michael DeCamillis, Director, to learn more about ways Verity can help you build your business.