Account Services
Covers day-to-day client operations and features available in their account.
23 articles
- Administrative Forms
- How Can I Get a Statement for Tax Reporting?
- Auto-Increase on Regular Contributions
- Payment MethodsAcceptable methods for transferring funds to your account
- Do you accept paper forms?
- Information regarding Switches and Redemptions
- How to change payment methods
- Wire Instructions
- How to initiate a contribution increase
- How to add a single contribution
- How to start account applicationsInstructions on submitting new business
- How to create an Illustration
- How to read an account statement
- How Do I Review and Approve the Terms & Conditions?
- Are there extra charges for reducing my regular contributions?
- Are there extra charges for withdrawing funds?
- How long does it take to make a withdrawal?Partial & Full Redemptions
- How can I make changes to my account?Transactions & account management
- Who can certify my CDD documents?
- Can a trust own an account?
- Can corporate entities open an account?
- How many account owners can an account have?
- What Does ‘Awaiting Allocation’ Mean?