UPLOAD LICENSE AND ACCESS MYWFG.COM

SUBMIT LICENSE

• • If the associate is already in WFG Direct (an active member),

    • Go to WFGDirect.com, select SALES REP LOGIN (you will be re-directed to mywfg.com). If you don't have login, create an account first.

    • Once logged in, go to Administration > Forms > WFGIA Agent Agreement

    • Enter your license number

    • Pay the license registration fee $25

  • If the associate is not in WFG Direct, sign up the membership directly (choose "I have license"). The license registration fee is $125.

1. Administration > Forms

2. Select "WFGIA Agent Agreement"

3. Enter you license number, click "Verify"

4. Pay the processing fee ($25 for active associate).

5. Complete Docusign (Agent agreement document).

It is completed when you see the success message.

LICENSING STATUS FOLLOW UP

After 1-2 business days of your submission of licensing paper,

1. SMD can contact WFG Home office 1-770-246-9889 to make sure they receive the CA license.

2. Login into Mywfg.com, under Menu > Licensing and Appointments > Licensing >Licensing Reports > Licenses and Appointment Reports

If you see your CA license in Active status, congratulations! (See example below)