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.
E-mail Delivery Prices
The IPS is not for individual investors of 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.