Congratulations on joining the Excel family and letting us help you to build your better future.
We’ll be going over a lot of areas with you and this is one of the best ways for us to get you started.
You are at Step 2 of Getting Started with Excel!
You are here.
Please download and read this Financial Services Guide because it contains important information about us and our business, including your financial services rights and our responsibilities to you.
Once you are finished with steps 1, 2 and 3 it’s now time to arrange a meeting with our Excel team!