Triage Form & Instructions
Please fill out this form below and locate a copy of the latest available statement for each account that you need help with. You can upload your statements at the end of the form or email them directly to triage@myportfoliofix
Once received, your assessment will usually be completed within 1-2 business days. Please be available for a phone appointment or two during this time.
Instructions
Locate a copy of the latest available statement for each account that you need help with.
Once you have all of your information organized, go to the form below and fill out the detailed form. *This generally takes about t5 to 10 minutes. Your portfolio assessment will be completed with 1-2 business days. We will contact you to set up a phone appointment during this time.
Portfolio repair solutions are provided by Jersey Shore Portfolio Management, LLC. We are a fee-based Registered Investment Advisory clearing through the Barron’s #1-Rated Interactive Brokers, LLC. All accounts are managed personally by Ryan D. Morse, CMT, CFP®. Account management fees vary dependent on the nature of trading and objective of the account(s). Due to minimum capital requirements at Interactive Brokers, we cannot provide trading or portfolio management services for individual accounts under $10,000.00 ($5,000.00 for IRA’s). Call us and we’ll help you in any other way we can.
*Please note that new cases are handled one at a time, and a waiting list may apply.
Feel free to view our full regulatory disclosure.
*All rights reserved
