Ordering the Investment Policy Statement Template
If you want more financial planning software than what's below, e-mail your list or call (800) 658-1824, for a discounted price.
Prices below are the total U.S. dollar amounts billed. They include all taxes, handling, normal delivery charges, etc.
E-mail delivery is usually same day, but could take up to two days. CD postal delivery is about five days.
Tips for getting financial tool orders approved outside the U.S.
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Important Tip: Sorry, but due to low-tech bank software, please remember what you ordered, because you'll have to input that into the comment field of the secure form (so the tip is to copy the text before the price now before you click on the form link, so you can paste it into the bottom of the form).
E-mail Delivery Prices
Sent as two 250Kb Word doc attachments
The IPS is not for individual investors or consumers
IPS Template: $29 Go to the Secure Form.
IPS Template with Investment Fact Finder: $47 Go to the Secure Form.
IPS Template with All Fact Finders: $149 Go to the Secure Form.
Prices with CD Delivered via Regular U.S. Postal Mail
IPS Template: $38 Go to the Secure Form.
IPS Template with Investment Fact Finder: $56 Go to the Secure Form.
IPS Template with All Fact Finders: $158 Go to the Secure Form.