NoVEMBER 14, 2019
How to help your clients access their accounts online
We created a new single sheet that provides simple steps to set up an account online. It also shares some of the top benefits of online access, including being able to:
- check current balances anytime
- keep contact information up to date
- get faster access to account statements and tax forms
The single sheet can be downloaded and emailed to clients, or you can order printed copies and share them with clients as you see fit.
You can also familiarize yourself with the account set-up process by taking a few minutes to view the new video on our investor website.