Where are the account maintenance forms and the account opening forms for those not personal or retirement?
Additional forms of all kinds are available in the Service Center in “Other Service Requests.”
There is no option to allocate by percentages between the different strategies.
Within all investment instruction screens, including within the Investment Plan proposal tool and the Service Center, you have the option to allocate portfolio percentages to individual models. The strategy allocation steps in the design of an advisor-built model are currently done outside the new platform. Speak to your Freedom Consulting Team.
When entering a service request, it requires a password to be entered. As an employee/assistant, will my own password be entered or will I need to use the Advisor’s password?
You will always use your own password. When impersonating another user, you will not be able to submit service requests.
Will the trading request cut off time be expanded?
We will continue to use two trade windows with the same cut off time. After completing our transition of all advisors to Freedom Advisors we will evaluate the cut off times to see if we can expand them.
Service Request: Raising Cash: When raising cash is there a way to indicate you want to sell 100% out of a money manager or sleeve to raise cash? The only option appearing in the pop-up service request is $ and not %. If the Advisor’s intent is to sell 100% out of money manager and they can only put the current market value, what happens if that sleeve goes up in market value once the sells are executed?
If a user wishes to sell 100% of a model via Raise Cash, they will enter the current value of the model/portfolio and it will be understood that the total current value represents 100% of the model/portfolio. The same is true for other service request types (e.g., Change Managed Investments). If you enter the exact current value of a Funding Source portfolio to a new portfolio in the Invest Actions, and zero out the Current $ of the original portfolio in Funding Source, it’s understood that 100% is the desired action.