Are you a financial adviser?
If your business or clients have been harmed by the actions of a financial institution, contact us for a custom plan of action.
Join thousands of Americans and their advisers taking action nationwide.
Are you a consumer?
You have the right to control your financial data and your retirement savings. If you believe a financial institution has violated your rights, contact us for a custom plan of action.
Contact Your Elected Official
Work with the Retirement Action Alliance to tailor your approach and for assistance with your outreach.
Make sure to include:
- The name of your town and state.
- The name of the financial institution or business causing the harm.
- The account type that’s been impacted (checking, savings, 401(k), credit card, etc.)
- The nature of the harm that you’ve experienced, details of your complaint and monetary loss, if any
- The chronological sequence of events that led to the harm, including phone calls, letters, or other types of communication
- Any previous attempts to resolve the issue
- Your desired outcome or resolution
Contact Your Representative
Use this search tool from The House of Representatives to identify and contact your congressional representative. You can find the phone number for their office in this directory and can often find the contact email for your official on their website.
Contact Your Senators
Use this page to identify and contact your state senators. You can find contact information for your officials on their websites.
Contact Your State Attorney General
Use this search tool from USA.gov. Locate the contact information on your state attorney general’s website. Some state attorneys general may also have a dedicated page where you can file a complaint. Let your state attorney general know that you were harmed, want to raise awareness of this issue, and want them to defend your rights.
Contact the Financial Industry Regulatory Authority (FINRA)
FINRA investigates complaints against brokerage firms and their employees.
Contact the Consumer Financial Protection Bureau (CFPB)
The CFPB handles consumer complaints about a financial product or service.
Contact the Securities and Exchange Commission (SEC)
The SEC protects investors and maintains fair markets in the U.S.
Our mission is to ensure every American maintains control over their retirement savings. We provide resources and support that help American workers and financial advisers advocate for a more accessible, transparent and portable retirement future.