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
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.