Operations – Page 15 – Equity Services, Inc

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

Advisory Solutions Compliance & Licensing Operations

ESI Executive Leadership Quarterly Update – Recording Now Available

Click here for a recording of our last Quarterly Field Update! During the last session, ESI’s Executive Leadership Team reviewed results of Q4 2020…

Beth KnoxFebruary 23, 2021

Operations

Holiday Hours

The Market and ESI will be closed on Monday, February 15th in observance of the President’s Day holiday. Normal hours will resume on Tuesday,…

Beth KnoxFebruary 9, 2021

Advisory Solutions Operations Product Technology

ESI Field Leadership Update Call: January 2021

Please join ESI’s Executive Leadership Team for our Quarterly Field Update series. In this session, we’ll be reviewing the activities and results of Q4…

Beth KnoxJanuary 19, 2021

Advisory Solutions Compliance & Licensing Operations Technology

ESI Leadership Field Update: January 2021

Please join ESI’s Executive Leadership Team for our Quarterly Field Update series. In this session, we’ll be reviewing the activities and results of Q4…

Beth KnoxJanuary 12, 2021

Operations

Holiday Hours

The Markets and ESI will be closed on Monday, January 18th in observance of Martin Luther King, Jr. Day. Normal hours will resume on…

Beth KnoxJanuary 12, 2021

Operations

ESI Call Center Menu Options Changing

To better serve the field and our customers, effective January 18, 2021, Equity Services, Inc. will be changing its call center queue options. The…

Beth KnoxJanuary 12, 2021

Operations

We Know It’s a New Year, But There is One More 2020 Deadline to Go!

Jan. 11-31, 2021 Securities Liquidations to cover Unpaid Fee Postings ESI home office will begin the process of liquidating securities to cover unpaid fee postings…

Beth KnoxJanuary 5, 2021

Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
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.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

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.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
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