Operations – Page 3 – Equity Services, Inc

Operations

New “Letter of Instruction” Form Available Through Docupace

To continue our efforts in enhancing the efficiency and security of account servicing, we are excited to announce the release of a new Letter…

Mallorie ManoshJune 17, 2025

Best Practices Operations Prospecting & Marketing Technology Training

Check for Recent Email: “Your Exclusive Invitation” from Truelytics/Envestnet

Please check your email from Friday, June 6th, for an email titled "Your Exclusive Invitation!". Truelytics by Envestnet recently sent a welcome email to…

Beth KnoxJune 10, 2025

Operations Technology

Enhanced Open Positions Page Coming to Wealthscape on June 13, 2025

Effective June 13, 2025, an enhanced version of the Open Positions page will replace the current Open/Unrealized Positions page in Wealthscape. At that time,…

Mallorie ManoshJune 3, 2025

Firm Update Operations

ICYMI: New Streamlined Process for Client Address Changes

Beginning June 15th, Registered Representatives can now use the new Change of Address Attestation Form to initiate a change of address for all ESI…

Mallorie ManoshJune 3, 2025

Operations

Grow Smarter: Strategic Planning for Your Practice

Are you ready to take a more intentional approach to growing your practice? Join us for an insightful session of ESI Investment Camp, where…

Mallorie ManoshMay 21, 2025

Operations

Enhanced Workflow for Maple Case Design & Paperwork Processing

EFFECTIVE MONDAY May 12th 2025 We're excited to share updates to the Maple Capital paperwork workflow that will enhance clarity, efficiency, and overall experience…

Mallorie ManoshMay 8, 2025

Firm Update Operations

Early Closure in Recognition of Good Friday – April 18, 2025

In recognition of Good Friday, Equity Services, Inc. will be closing early on Friday, April 18, 2025, at 12:00 p.m. (Noon) Eastern Time. Please…

Beth KnoxApril 15, 2025

Firm Update Operations

Advisory Fee Payments Coming Soon

Here are some important reminders regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly advisory fees are typically billed to…

Mallorie ManoshApril 9, 2025

Operations

2024 IRA Contribution Deadline Reminder

The deadline for making 2024 IRA contributions is Tuesday, April 15, 2025. However, residents of Maine and Massachusetts have until April 17, 2025, due…

Beth KnoxApril 1, 2025

Best Practices Operations

Faster Transfers, Fewer Delays: Optimize TOA Processing with Statement Reviews

Make Your Transfers Seamless Did you know that submitting a recent account statement with your Transfer of Assets (TOA) request can significantly speed up…

Mallorie ManoshMarch 25, 2025