Kestra Financial Retirement Account Services

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

Kestra Financial Retirement Account Services

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

Fidelity IWS Forms

Verity provides managed account services for individual retail accounts on the Fidelity Institutional Wealth Services platform.

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