December 2021 – Page 2 – Equity Services, Inc

Advisory Solutions Technology

AdvicePay Now Available – Collect Financial Planning Fees Via Credit Card!

Writing a physical check has become obsolete for most business. Why not make it obsolete for yours? ESI is proud to announce the addition…

Beth KnoxDecember 7, 2021

Operations

New Wealthscape Investor Account Linking Authorization Form

ESI has created a new form to allow clients to household their accounts online to be able to view 3rd party accounts under one…

Beth KnoxDecember 7, 2021

Advisory Solutions

Resources for Measuring Account Performance

Over the past few weeks, we’ve introduced new resources to help advisors who manage accounts in either of ESI Illuminations advisor-as-portfolio manager (APM) programs.…

Beth KnoxDecember 7, 2021

Advisory Solutions

Touchstone Income Strategy Allocation Changes

From Touchstone Investments:Modest changes were made to the Touchstone Income Strategy through the addition of two mutual fund investments. These funds should enhance the…

Beth KnoxDecember 7, 2021

Compliance & Licensing Operations

Important Deadlines and Dates to Remember

Licensing Deadlines December 17, 2021: ESI Deadline to get any registration, amendment, or termination request in to allow for ample year and processing as…

Beth KnoxDecember 7, 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.

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