Report Retention Update in My View Portal

On November 1^stBroadridge will be modifying the retention time on the reports available within My View Portal. These reports include, but are not limited to, Rep Commission Statements, Trail Detail, and Sales Blotters. We will be shifting to a three-year retention, removing the history of these reports beyond that time period, which will free up space within the system and help alleviate latency issues that come along with increased storage amounts.

We are communicating in advance of this change so that you may download any historical reports you’d like to save for your records.

If you have any questions on this retention update, please reach out to ESI Commissions at 800-344-7437.

TC123361(0921)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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Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

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

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Report Retention Update in My View Portal

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