Pricing Updates – Affiliated Advisor’s Zoom Meeting

Royal Alliance has sent several important communications regarding pricing and fee changes for client accounts. In previous communications, we detailed the new policies.  The three attachments detail how to determine what clients will be billed for confirms and how to determine what advisors accounts will be billed for prospectuses.  In addition, there are links for how to turn on edelivery so you and your clients will not be billed.

1. Managing Paper Fees – information on when and what will be billed, and process to turn on edelivery.
2. How to find your accounts that will be billed on Pershing Platform
3. How to find your accounts that will be billed on Wealthscape

Please join Tom Rippberger and the Affiliated Advisor team on January 7^th at 3pm ET/ 2pm CT/ 12pm PT for an overview of these changes and how to avoid them.

Please send any questions you have in advance to Tom at Tom@affiliatedadvisors.com

Download Calendar Link