Yes, an advisor/broker can change the service level provided through the Streamlined Client Service Program within Client Portal.
Please Note
Advisors have more granular control over streamlined functionality than Brokers do.
Additional Information
Yes, an advisor/broker can change the service level provided through the Streamlined Client Service Program within Client Portal.
Please Note
Advisors have more granular control over streamlined functionality than Brokers do.
Additional Information