You're welcome. Just seeing the reply now. I did not realize the product had the asset allocation thing. If you see this, I'd suggest mentioning that this info

You're welcome. Just seeing the reply now. I did not realize the product had the asset allocation thing. If you see this, I'd suggest mentioning that this information is available if you sign up for the product. You may have said this in there, but I'd also suggest making it clear that all the information already entered will be imported automatically. (they don't have to do it all again)