SEND TICKET TO CLIENT SERVICES
Please submit a ticket through Client Portal and provide the full name of the financial institution and the contact details (email address) of their transfer desk that you need added.
- Log in to Client Portal
- Navigate to the Help
- Followed by Secure Message Center.
- Click Compose followed by New Ticket to launch a new Inquiry Ticket.
- Select Funds & Banking as the Category followed by Position Transfers, and type "Missing Broker" as the subject.
Additional Information
- Creating a new ticket in our Users' Guide.