The Latest Updates
June 27 Please be on the lookout for the email invitation to the NEW AdviceWorks Client Portal over the next few weeks. We ultimately recommend you use this option for viewing your accounts online, because it is powerful and intuitive once set up. This offers many valuable features and tools, including linking outside accounts, file sharing, as well as eDelivery options for statements, tax documents, confirmations, prospectuses, and performance reports.
If you would like an invitation sooner, please contact your advisor!
July 5 Pershing clients will receive two second quarter statements – one from Voya and one from Cetera, which will contain new account numbers
Direct Business Conversion Status
The direct business conversion is underway and will continue for the next several months. Keep in mind there may be delays in positions fully showing in AdviceWorks and other systems due to data transmission via standard industry practice. In addition, insurance and annuities usually take longer than mutual funds. If you have any questions, please contact your advisor directly.
NEW! Archstone now has a drop box and door bell located outside our lobby door for your convenience!