To use this service, you must have a Self-directed plan with SFL Investments and have informed your advisor prior to making the investment.
Please go to your financial institution’s website and follow the procedure to add a new bill.
- Enter SFL Investments as the provider and select Financial products and services as the category.
- The reference number to enter is the number of your Self-directed plan, which you will find on your Investment Statement, under “Summary of Activity for Plans Administered by SFL Investments.” Your plan number is either a 9-digit number starting with 4, 5, 7, 8, 9 or an 11-digit number starting with 6.
- If you do not have a copy of your Investment Statement on you, please contact your advisor to obtain the information you need.
If you have any questions, please contact your financial institution.