Did you know ESI has a client-friendly flyer available that walks clients through the various ways they can deposit money into their brokerage account?
The flyer provides clear, easy-to-follow guidance on common funding methods, including mobile check deposit, electronic transfers (EFT/ACH), wire transfers, and mailed checks. It also highlights the Wealthscape Investor mobile app and optional cash management features available on eligible accounts.
This piece can be especially helpful for:
- New account openings
- Clients setting up recurring contributions
- Clients making larger deposits
- Questions about wire instructions or funding timelines
- Clients looking to take advantage of mobile deposit capabilities
Consider keeping this flyer handy as a resource for client meetings and follow-up communications. A simple explanation of funding options can help reduce confusion, improve the client experience, and make it easier for clients to take the next step toward their financial goals.
To download or email the flyer, visit Merrill Connect through the agent portal and search for Catalog Number: 106629
TC8953838(0626)1
