New NFS Annual Standing Payment Instructions Letter – Equity Services, Inc

Effective, July 1^st, ESI will begin leveraging a new NFS communication to enhance the security of client accounts with existing Standing Payment Instructions.

The new “Annual Money Movement Standing Instruction (SI) letter” will be available for all standing instruction types. The consolidated letter will include any check, wire, eft and journal standing instructions associated with an account. The letter will be sent on the anniversary of the account establishment date and will include any instructions for that account at that time.

Please note: End clients may receive the annual SI letter on different days throughout the year as the mailing is based on the anniversary of the account establishment date. Additionally, the letter is eDelivery eligible. Clients that have enrolled in eDelivery will login to view the communication securely in the Wealthscape Investor Portal.

A Sample Letter is Available for Review

Questions? Give us a ring at 1-800-344-7437.

TC115060(0620)1

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

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