ESI has created a new form to allow clients to household their accounts online to be able to view 3rd party accounts under one log in through the Wealthscape Investor portal.
Requests to link accounts for viewing have steadily increased as more of our clients are accessing account information and documentation electronically. When accounts are linked under a single ID (and eDelivery enrollment is in place avoiding the $5.00 quarterly charge) a customer can view 10 years of statements, confirms, and tax documents for their household in one convenient location.
The Wealthscape Investor Account Linking Authorization form is easy to complete and can be found in the Docupace Forms Library. After inputting the desired user ID, information can be linked by individual account number, or by all accounts under a specific SSN/TIN. All account owners must sign the form.
IMPORTANT TO NOTE: Upon linking the accounts, any trading ability will be removed until a Limited or Full Trading Authorization is added for the 3rd party accounts.
Questions? Give our brokerage team a ring! 1-800-344-7437.
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