Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    11811 NE 1st Street, Suite 201, Bellevue, WA 98005
    Phone
    (425) 451-7722
    Mail
    ask@tpfg.com
    Address
    11811 NE 1st Street, Suite 201, Bellevue, WA 98005
    Contact Us
    Contact Us

      Delight the customer, from day one.

      It's Time to Reimagine the New Client Experience.

      GPS Resource Center

      All DocuSign GPS Capabilities Overview Sales Consultants Ready to Help GPS User Guide GPS User Guide DocuSign

      DocuSign Download Instructions

      when you need to download documents prior to the completion of a DocuSign envelope.

      Download

      GPS Capabilities Overview

      A concise overview of GPS features, functionality, and security and data protection

      Download

      Sales Consultants Ready to Help

      Our team is ready to answer your questions and get you ramped up quickly with GPS

      Connect Now

      GPS User Guide - New Account Opening

      Detailed instructions to guide you through the NEW account opening process

      Download

      GPS User Guide - Service Requests

      A detailed instruction guide to help you process service requests on EXISTING accounts

      Download

      DocuSign Print & Sign Instructions

      When an electronic signature is not accepted, use the Print & Sign feature to obtain a wet signature

      Download

      Fast. Friendly. Obstacle Free.

      The Pacific Financial Group (TPFG) values creativity as a key driver for success; supporting experimentation and new ideas by employees so they can be nimble and respond quickly to the everchanging needs of financial professionals.

      Previously, the paperwork procedure was often laborious, manual, and prone to errors. Clients and advisors were required to obtain completed paperwork, sign the documents, and email the finalized package back to TPFG, causing disruptions for both advisors and clients.

      To meet these needs, TPFG created a Guided Paperwork Solution (GPS) to automate and digitize the process of new client onboarding and account servicing to enhance the advisor-client experience. This innovative solution allows online client onboarding that eliminates the disruptions and errors caused by manually filling out paperwork.

       

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      About

      Training Video

      How to make a Service Request

      What's Behind GPS Security?

      Within GPS, we have built an Information Security Management Framework that helps ensure you are confident your data is safe and protected against malicious attack. We have built security to safeguard your most valuable asset, your data.

      We continually assess risk and improve security by upholding the confidentiality, integrity, and availability triad of the service. We regularly review and update information security policies, carry out internal information security training, perform application and network security testing, monitor compliance with information security policies, and conduct internal and external risk assessments.

      Security Features

      Advisers and clients can access, complete, sign and submit completed new account and service request forms directly to TPFG via custom portal. GPS services confidently, 24 x 7, on an efficient and compliant digital platform:

      Supported Multi-Factor Authentication (MFA) ID Verification Methods

      MFA adds an additional layer of security against account-compromised attacks, making it significantly more difficult for data to be accessed by criminals:

      • Email
      • SMS (text)
      • KBA (Knowledge Based Authentication

      Data Encryption

      Encryption serves as the last and strongest line of defense of our security strategy. We use encryption to safeguard your data and help you maintain control over it:

      • TLS with up to AES-256 encryption in transit
      • Data at rest is protected by using FIPS140-2 standards-compliant encryption

      Solution Platforms are:

      • SOC1 and SOC2 Compliant
      • ISO/IEC 27001 Certified

      Available Account Types

      GPS is a fully guided client onboarding and servicing process designed to eliminate tedious paperwork, reduce NIGOs, and efficiently manage accounts across multiple custodians and thousands of retirement plans.

      Fidelity

      • Programs: Strategy Plus, SMA, EPIC (standard)
      • Programs: Strategy Plus, SMA, EPIC (standard)
      • SDBA (BrokerageLink)
      • Non-Discretionary SDBA
      • Non-Qualified (Individual, Joint, Estate, UGMA/UTMA, Guardianship, Conservatorship)
        • Programs: Strategy Plus, SMA, EPIC (standard)
      • Qualified (IRA, Roth IRA, Rollover IRA, SEP IRA)
        • Programs: Strategy Plus, SMA, EPIC (standard)

      Schwab

      Empower

      Security Benefit

      Service Requests Forms Available in GPS

      Stay In the Know.

      The latest on GPS product updates and enhancements.

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