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Direct Deposit & IA Agreemment 

Click to go to   MYWFG.COM  & Log in using your WFG Direct/ Launch password

Follow the rest of the instructions below

Direct Deposit

Don't worry.. You're almost done!

STEP 1: Click "Administration"

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STEP 2: Click "Forms"​

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STEP 3: Set up Direct Deposit

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Complete Setup

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WFG IA AGREEMENT

RETURN to "ADMINISTRATION" & "FORMS" dropdown 

STEP 1: Click "WFG IA AGENT AGREEMENT"

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STEP 2: Input your License Number â€‹

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STEP 3: Opt-In for automatic appointment with                         Transamerica

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STEP 4: Payment of $40 is for the state to approve                     you as a WFG AGENT. 

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Proceed to DocuSign 

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STEP 5: Upload Certificates for ETHICS, AML, LTC 

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Complete DocuSign. Congratulations page upon completion. 

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**PROCESS TIMES 2-3 WEEKS AFTER SMD APPROVAL

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You will get 2 emails from WFG: 

  • 1st Email: Stating that your background check is pending,

  • 2nd Email:  Welcoming you as a WFG Licensed Agent. 

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Wait 24 hrs from when you get the 2nd email before you move on to the next step...

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