What Client Portal actions can the advisor/broker take on client's behalf?

The Streamlined Client Service Program is the default for all eligible Registered Advisors. For those eligible brokers that would like to test this program, please contact your sales representative. For advisors to participate in the Streamlined Client Service Program login to Portal and select Account Settings > Configuration Column > Advisor Authorizations then complete the request…

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…

Yes, an advisor/broker can change the service level provided through the Streamlined Client Service Program within Client Portal.

Please Note…

For clients who are part of the Streamlined Client Service Program that have emails that require action, the emails will be sent to the advisor/broker to handle instead.

Additional Information…