Why do I not see an option for a Pension Plan Trust account under the semi-electronic application?

If your account has been opened or if you started an application under the wrong account type, then you will need to start a new application. An account type cannot be converted to another account type. 

Follow the procedure below to keep your username when opening an additional account:…

ADVISOR PORTAL LOGIN

1. Log into the Advisor Portal
2. From the Menu drop-down, select the Contacts & Accounts tab…

Open trust account Although we do not offer a 401(k) account application, we offer an alternative through the Trust application. By selecting Regulated Retirement Trust for the type of trust on the application, the 1099 form will be suppressed…

Yes, you can prepopulate a client's application. From the Dashboard, go to Contacts & Accounts and click Add Account. Under Application Type, select the radio button for a Semi Electronic Application.

The client will receive an email containing a link to an electronic application. If the client initiates an Individual account application, the application will be prepopulated with the information stored in the CRM prospect record…