In your portal, you can explore the various services offered by your managing firm. If you need assistance with any of these services, you can easily reach out to request help.
When you request help for a specific service, your firm will be notified automatically and will contact you to discuss your needs.
To request services from your financial professional:
1. Visit 'Services'>'Request services' from the menu on the left of your portal.
2. A list of services your firm offers is shown. Mark the checkbox next to the service/s you would like to discuss with the firm, then click 'Send request'.
3. After submitting your request, your financial professional will be notified. They will contact you to discuss your needs.