March 2021 – Page 3 – Equity Services, Inc

Training

Have you dialed into our monthly field calls?

Have you been keeping up with your peers? We’ve been running our Rep Insights call series for over six months now, full of rich…

Beth KnoxMarch 2, 2021

Advisory Solutions

Brinker Capital Investments: Client Services Newsletter

CLICK HERE TO VIEW FULL CLIENT SERVICE NEWSLETTER FROM BRINKER! TC119836(0321)1

Beth KnoxMarch 2, 2021

Operations

Mobile Check Deposit – Have Your Clients Used It?

Did you know that reps and clients can deposit checks directly into their Brokerage account through the Wealthscape App? Have you ever used the…

Beth KnoxMarch 2, 2021

Operations

Wealthscape Investor Navigation Enhancements

On March 19, 2021, Fidelity Investments (Fidelity) will introduce changes to the Wealthscape Investor platform. This refreshed design offers a simplified user experience, quick…

Beth KnoxMarch 2, 2021

Operations

Enhancements to The EFA Financial Planning Process

With the increased adoption of StartingPoint, we are excited to introduce two updates to the EFA Planning process that will streamline the workflow and…

Beth KnoxMarch 2, 2021

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Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

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Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

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