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e-Delivery: It’s as easy as 1-2-3!

September 8, 2020 Operations

Working away at signing up your clients for eDelivery but can’t always remember what to do? No problem! Fidelity a great quick reference guide just for you!

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1-800-344-7437: The Gateway to All Things ESI!

From W.P. Carey: CPA:18 Announces Updated NAV and Changes to Redemption Program

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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.

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.

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