Apply to join

Thank you for your interest in joining Finteract!

To ensure this remains a community of vetted professionals, we confirm that all members are part of the financial advice industry + appropriate for inclusion.

As part of this verification, please provide the following info (should take you <5 minutes). If accepted as a member, this info will not impact access — all members are granted the same general access. Additionally, this info is editable within your member profile.

Once you apply, we will review your application + get back to you ASAP (seriously — we work fast but at the most within 1-2 business days) via email. If you have any questions in the meantime, please reach out to [email protected].

* Required fields are marked with an asterisk

First name *

Last name *

Pronouns

Birth date

Primary email *

Professional Info

Professional Role *

Additional Professional Role

Title *

City and State of Practice *

CRD / IARD Number

Credentials *

Additional Credentials

Licenses *

Firm Info

Firm Name *

Website

Fee Structure *

Type *

Community

Why are you interested in joining this community? *

Additional Why

Tell the community — what could you share and / or what are you looking to learn?

How did you find out about this community? *

Which vendor(s) or member(s) referred you?

I have read + would agree to the Finteract Community Code of Conduct + Member Pledge (https://finteract.net/page/code-of-conduct). *

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