fbpx

Frequently Asked Questions

Investment Link, LLC is a financial technology firm with relentless focus on the needs of customers in fulfilling the mission of providing a better way to manage retirement income using innovative technology and easy to use interface.

General

Investment Link, LLC is a financial technology firm with relentless focus on the needs of customers in fulfilling the mission of providing a better way to manage retirement income using innovative technology and easy to use interface. Learn More.

What is The Retirement Buckets® Income Plan?

The Retirement Buckets® Income Plan is a web-based platform designed for Self-Directed Users and Financial Advisors to create and manage retirement income that can be implemented anywhere they choose. Learn More.

Is the Retirement Buckets® an investment adviser?

No. The Retirement Buckets® Income Plan is a web-based platform designed for Self-Directed Users and Financial Advisors to create and manage retirement income. It does not provide investment advice or financial planning services.

Who does the trading?

We do not ask our clients to transfer or rollover their assets to Investment Link. The actual execution of trades is done by you. The plan can be implemented at any firm of your choice where you will have full control over the investments and management.

Account

Why must I have a valid e-mail address on file?

We require a valid e-mail address so we can communicate any changes or updates to your account information. A valid e-mail address is also used as you User Name.

What types of credit cards can I use?

For your convenience, we accept all four major credit cards: Visa®, Mastercard®, Discover®, American Express®.

Can I cancel my subscription?

Yes, you can cancel your subscription at any time. Simply Log In to your account and navigate to the section titled “Account Settings” then click “Cancel Subscription” button.

 

After you cancel you subscription:

► you will have access to your account for the remainder of the subscription period;

► no other payments will be due;

► your account will be automatically downgraded to Registered Plan on the first day following the end of the subscription period.

What if I forgot my user name?

Your user name is the email address you used when registered with Investment Link. Please contact us if you have any questions.

What if I forgot my password?

You can change your password anytime. Remember to keep your password confidential. If you believe that someone has gained an unauthorized access to your password, change it immediately and contact us.

Security

Am I at risk of fraud?

Use FINRA’s Risk Meter to see whether you share characteristics and behavior traits that have been shown to make some investors vulnerable to investment fraud.

Who is my investment adviser?

Before investing, check your investment adviser with SEC at https://adviserinfo.sec.gov and/or FINRA at https://brokercheck.finra.org.

How can I help protecting myself?
To learn more how to protect yourself against investment fraud, read this Guide For Seniors published by the U.S. Securities and Exchange Commission (SEC).

Any plan. No credit card required.

We've removed all the barriers

so you can see for yourself how creating a plan to manage your retirement income puts you in control over your financial future.

Thanks for sharing!

Share on facebook
Facebook
Share on linkedin
LinkedIn
Share on twitter
Twitter
Share on skype
Skype
Share on email
Email
Share on google
Google+
Share on pocket
Pocket
Share on pinterest
Pinterest