Operations – Equity Services, Inc

Operations

Wealthscape Investor Login Experience Changing August 20

Action Required: Clients using the Wealthscape Investor portal should verify that their security contact information (email address and phone number) is up to date…

Beth KnoxAugust 4, 2026

Operations

Suitability Spotlight #4: Every Word Counts

Just like a misplaced comma on a bank statement can cause confusion, a misplaced word in your sales rationale can create unintended expectations and…

Mallorie ManoshJuly 30, 2026

Advisory Solutions Operations

Upcoming eDelivery Campaign to Clients

During the week of August 3rd, your clients will receive an email inviting them to enroll in eDelivery for their Online Brokerage Account. This…

Mallorie ManoshJuly 30, 2026

Operations

Continuing Our Commitment to Lower-Cost Share Classes in APM Programs

As part of ESI's ongoing commitment to helping you deliver value to your clients, we have been working to ensure our Flagship Select, Directions…

Beth KnoxJuly 21, 2026

Best Practices Compliance & Licensing Operations

Get Ready: New Best Interest Supplemental Worksheet for NFS Brokerage and ESI Illuminations Business

We are pleased to announce the release of an updated Best Interest Supplemental Worksheet (BISW) for NFS Brokerage and ESI Illuminations business. The updated…

Beth KnoxJuly 7, 2026

Best Practices Operations

Multi Account Opening eSign Best Practices

With the transition to FMAX earlier this year, ESI introduced the ability to open multiple accounts within a single proposal and send them together…

Mallorie ManoshJuly 1, 2026

Firm Update Operations

Register Now: Bank Deposit Sweep Program Advisor Overview

ESI is introducing a new Bank Deposit Sweep Program (BDSP) for eligible brokerage accounts. Join us for a high-level overview of this important enhancement…

Mallorie ManoshJuly 1, 2026

Best Practices Firm Update Operations

Coming Soon: Bank Deposit Sweep Program

We are pleased to announce an upcoming enhancement to our brokerage platform: the introduction of ESI's Bank Deposit Sweep Program (BDSP). The primary purpose…

Beth KnoxJune 25, 2026

Operations Product

Jackson Market Link Pro 4 Approved

ESI is pleased to announce that Jackson Market Link Pro 4 has been approved and is available as of June 8, 2026. Market Link…

Beth KnoxJune 9, 2026

Firm Update Operations

Updated ERISA Disclosure Guidance Now Available

To help ensure the correct documentation is used for qualified plan business, ESI Suitability has updated its guidance regarding ERISA Disclosure and Agreement requirements.…

Mallorie ManoshMay 29, 2026