How to Access Our Strategies

Platform: Separate Account Network

Available Blueprint Strategies and ‘G’ Numbers at Fidelity:

Blueprint Growth (S20) (G22663191)

Blueprint Growth (S50) (G22663192)

Blueprint Moderate Growth (S20) (G22663193)

Blueprint Moderate Growth (S50) (G22663194)

Blueprint Balanced (S20) (G22663195)

Blueprint Balanced (S50) (G22663196)

Blueprint Conservative (S50) (G22663197)

Blueprint Conservative (S20) (G22663198)

Investment Minimum: $5,000

Platform: Separate Account Exchange (SAE)

Blueprint’s rep code is AGWS. Please note that if requested, feel free to elect transaction-based pricing. Blueprint utilizes transaction free ETFs with the exception of one holding.

Blueprint Growth (S20)

Blueprint Growth (S50)

Blueprint Moderate Growth (S20)

Blueprint Moderate Growth (S50)

Blueprint Balanced (S20)

Blueprint Balanced (S50)

Blueprint Conservative (S20)

Blueprint Conservative (S50)

Investment Minimum: $5,000

Platform: Fund Strategist Portfolio / Managed Account Solutions Wrap Strategist

Available Blueprint Strategies and Envestnet identifiers:

Blueprint Growth (FSP59671)

Blueprint Moderate Growth (FSP60732)

Blueprint Balanced (FSP59672)

Blueprint Conservative (FSP59676)

Investment Minimum: $25,000

Platform: Marketplace

Blueprint Master: 0847-5403

Blueprint Growth (S20)

Blueprint Growth (S50)

Blueprint Moderate Growth (S20)

Blueprint Moderate Growth (S50)

Blueprint Balanced (S20)

Blueprint Balanced (S50)

Blueprint Conservative (S20)

Blueprint Conservative (S50)

Investment Minimum: $5,000