Direct Deposit & IA Agreement

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

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

STEP 1: Click "Administration"

STEP 2: Click "Forms"

STEP 3: Set up Direct Deposit

Complete Setup

RETURN to "ADMINISTRATION" & "FORMS" dropdown

STEP 1: Click "WFG IA AGENT AGREEMENT"

STEP 2: Input your License Number

STEP 3: Opt-In for automatic appointment with Transamerica

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

Proceed to DocuSign

STEP 5: Upload Certificates for ETHICS, AML, LTC

Complete DocuSign. Congratulations page upon completion.

**PROCESS TIMES 2-3 WEEKS AFTER SMD APPROVAL

You will get 2 emails from WFG:

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