When an advisor/broker takes an action on the behalf of their client, the client will receive a text message and an email asking them to confirm the advisor’s/brokers’ actions.
Additional Information
How does a Client consent to the actions taken by the Advisor/broker through the Streamlined Client Service Program?
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What Client Portal actions can the advisor/broker take on client's behalf?
How do I enable the Streamlined Client Service Program?
Can an advisor/broker change the service level provided through the Streamlined Client Service Program?
How are client's emails handled in the Streamlined Client Service Program?