Depending on your adviser, you may have a messaging feature designed for you to stay connected with your financial professional in real-time. If so, you will see a message icon in the upper right corner. Serving much like text message, your financial professional is able to see your line of communication directly. Once they have a moment to respond, you will receive a message back so the conversation can continue. Many people use this tool when reviewing their financials or goals. Perhaps you see a notification in your Feed of Activity that your financial professional edited one of your goals or asked you to sign a document but you have a question. You can message them here rather than sending an email or playing phone-tag. This messaging function allows you are your financial professional to stay connected in a realistic way.


Message Feature




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