Operations

Our hours next week are a little sporadic! You might want to take note: 11/24 – National Life closed, NYSE open until 4 –…

In an ongoing effort to enhance platform security, new Wealthscape Investor users will now be able to register using extended security. They will select…

Broadridge will be conducting a planned system maintenance on Saturday, November 6, 2021 during the hours of 8:00 AM EST to 4:00 PM EST.…

In the first quarter of 2021, ESI implemented an Operational policy requiring contingent funding on systematic withdrawal plans for all Brokerage accounts. The decision…

Worklists is a new feature of Wealthscape enabling you to display a list of accounts in your book of business by established criteria. The…

ESI is pleased to announce our core offering for 2022.  The Core Offering (listed below) represents those services that are provided to all advisors,…

On November 1st Broadridge will be modifying the retention time on the reports available within My View Portal. These reports include, but are not limited to,…

NFS Client Statement Enhancements Effective 10/30 Beginning in October, ESI Brokerage Account customers will begin receiving a NEW enhanced statement format! The new statement…