Eugenio-Mejia

When you experience an issue that is isolated to your computer and the browser you are using, you may need to clear your browser cache. For example, if you recently updated the logo on your home pa...

Updating your client's beneficiary is a highly sensitive action so be prepared to provide additional supporting documentation.   Form Needed: Beneficiary Form   The process of updating an asset i...

Updating account information is highly sensitive action so be prepared to provide additional supporting documentation.   This applies to: Change of Address Change of Email Change of Name Closing o...

Updating your client's asset value is something that should be done on a regular basis -at least once a year- to maintain good standing with the IRS.   Form Needed: Asset Valuation Reporting Form ...

There are a few different account balances that accounts keep track of in order to be able to make investments.   There are 4 Balance Types: Cash Available Invested Cash Asset Value Total Cash  ...

  There are varying statuses that accounts may have at a particular time. In this article you will learn what they mean and how they can affect your client's experience.     There are 3 status typ...

  Articles of Incorporation Articles of Incorporation legally documents the creation of a corporation by a government body. This document generally contains the entity's name, street address, regis...

    You Account Manager, should have have been shared with you the link you can use to onboard new client. It should look something like this:   https://account.aetrust.com/auth/login?repId=00000  ...

  You can direct a new client to start a Transfer:

      ⚠️ As of the writing of this article, all team members have access to the SAME permissions. Please use Caution. ⚠️   Navigate to Settings > Team Management Click on Add New Member Provide: ...