As a gateway to information and product availability, INFO provides advisors and their staff with a wealth of timely and important information. Through INFO, you can locate commission schedules, access product companies, attain valuable practice management ideas, and request client checks.
INFO also provides daily updates from the home office as well as the ability to complete forms and applications online. INFO is password protected and for the exclusive use by our financial advisors and their staff.
The primary features include:
- Printable forms – virtually all forms and agreements are available and can be printed at no cost
- Direct e-mail or inquiry to all home staff and departments
- Major updates and announcements
- Check requests
- Tax information
- Direct links to product sponsors, regulatory sites, research providers and practice management sites
- Triad compliance manuals and bulletins
- Access to your fund positions held directly with the fund company
- Bond searches, requests and information
If you would like to learn more about INFO, please call 800-720-4003.