PLAN PARTICIPANT INVESTMENT ADVICE SERVICES

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PLAN PARTICIPANT INVESTMENT ADVICE AGREEMENT RECURRING PAYMENTS

Please complete the billing information you’d like to process through PayPal below. Select the billing cycle (monthly, quarterly or semi-annually) and enter the fee amount per billing cycle from the Fee Schedule to your Plan Participant Investment Advice Agreement. Recurring payments continue indefinitely until canceled.

Monthly PPA Payments
Amount to be billed every 30 days.

Quarterly PPA Payments
Amount to be charged every three months

Semi-Annual PPA Payments
Amount to be billed semi-annually

Have questions?

If you have any questions or encounter technical difficulties with the Advisory Services Payment Portal, please contact your representative for immediate assistance.

Advisory services offered through NEXT Financial Group, Inc., an SEC registered investment advisor whose principal office is located in Texas.