---
title: IPS Checklist from Blueleaf Advisor
description: How To Revise and Write an Investment Policy Statement clients will understand. IPS Tips, Tricks, and How To. Free advice form Blueleaf, leader in account aggregation and client portal technology.
---

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# 10 Most Important Things To Have In Your Investment Policy Statement

Free Checklist Download

![IPS_checklist_COVER](https://pages.blueleaf.com/hs-fs/hub/114468/file-509192255.png?width=300&name=file-509192255.png)

Learn the essential elements of an effective Investment Policy Statement (one that your clients will actually understand) with a copy of this downloadable checklist!

Whether your IPS is 24 years old, 6 months old, or hasn't even been *written* yet, **this checklist serves as your ultimate guide to refining, revising and writing **a thoughtful and thorough IPS.**  
**

IPS - It's Pretty Simple...

- Follow along with Roger, an industry compliance pro, as he walks through the 10 Most Important Things every advisor needs in their IPS. 
- Download the checklist over to the right to get started!

### Get a Copy Here

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