First, preserve everything: account statements, the original sales and marketing materials, and all communications with your advisor. These documents are the foundation of any claim. Second, do not sign anything new from the brokerage firm — including settlements, releases, or new account paperwork — without understanding it.
Third, write down what you remember being told when you bought the product. Fourth, act promptly: FINRA's six-year eligibility rule and other deadlines mean waiting can narrow your options. Fifth, schedule a free, confidential case evaluation so the facts can be reviewed before any deadline passes.
Taking these steps early preserves both your evidence and your options.