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Signing Up is Easy!

Step 1: Complete our one-page online Application.

Step 2: Complete your Investor's Risk Tolerance Survey to help us determine an appropriate asset allocation. Add up your survey score and type your initials next to the corresponding range for your score results.

Step 3: Read and Accept our Investment Advisory Agreement.

Step 4: Complete the Confidential Account Information for your individual account in your company's 401(k) or 403(b) retirement plan.

Step 5: Review our Billing Agreement and type your initials next to your preferred method of billing. Be sure to complete all required information.

Step 6: Submit your completed package online over our secured network. Or, if you prefer, you may print the completed application and fax to our office. Fax: (863) 688-0692. Or, you may mail your completed application to: My 401(k) Pilot, care of: CPS Investment Advisors, 1509 South Florida Avenue, Lakeland, FL 33803-2243.

We will process your application, contact you if there are any questions or clarifications on your application, and immediately begin managing your retirement account online. You will be able to see our investment selections and changes by logging on to your account at your custodian's secured website.

Thank you for choosing the 401K Pilot to help maneuver your hard earned savings around investment turbulance.

Download our complete application package
or
Complete the online version of the application package.