The easiest way to make an appointment is to schedule online. You can also call (800) 967-9948.
Appointments are available Monday through Thursday from 8:30 a.m. to 8 p.m., and Friday from 8:30 a.m. to 6 p.m. Please have your Fidelity or TIAA account login information, a recent copy of your account statement, a current paycheck and any other financial records you would like CAPTRUST to review during your appointment.
CAPTRUST Financial Wellness and Advice
If you’re like most people, you may struggle with feeling confident about making financial decisions.
We believe in helping you make the most of your compensation and benefits package. To help you build a solid financial future, we’ve partnered with CAPTRUST Financial Wellness and Advice to help you with these important decisions.
CAPTRUST is an independent investment advisory firm that provides investment advice to UK’s retirement plan participants. If you need help navigating retirement benefits and other financial priorities, such as budgeting, debt, credit or college savings, you can rely on CAPTRUST’s advice program.
CAPTRUST will not sell you any products. Their services are available to you at no cost as part of UK’s retirement plan benefits package. They are here to provide you with access to professional, unbiased advice.
How do I make an investment advice appointment with CAPTRUST?
When should I call CAPTRUST?
Help with creating a budget
Help with selecting investments
Help with enrolling in UK’s retirement plans
Creating a financial plan
Deciding how much you should contribute to your retirement savings
Determining the difference between Roth and pretax contributions, and which is right for you
Understanding loans and distributions
When should I call TIAA or Fidelity?
Changing your investment selections or paycheck deferrals
Distribution or loan transactions
Enrolling over the phone
Obtaining plan highlights, personal performance and statements
Updating beneficiaries and other personal information
Continuing with your TIAA or Fidelity advisor