We are excited to announce a change in the reporting functionality with Investigo. Previously you were unable to include or run signature reports of certain Nationwide 401(k) accounts.
On Sept 2nd those Nationwide 401(K) accounts will be included on most signature reports within Investigo. The signature reports that show performance will still be restricted as Nationwide does not provide transactions, a prerequisite for the performance signature reports.
If you have any questions regarding the enhancement or running signature reports, please reach out to Investigo Support at 866-209-2440 or contact Matthew Crowley at 802-229-3025.
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