Eugenio Mejia

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Votes on activity by Eugenio Mejia Recent activity Votes
  • Clear your browser cache

    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...

  • Add or Change Beneficiaries

    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 Asset Value

    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 ...

  • Account Balances

    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  ...

  • Account Statuses

      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...

  • Required Onboarding Documents

      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...

  • Invite and Onboard New Clients

        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  ...

  • New Client Transfer

      You can direct a new client to start a Transfer:

  • Add Team Members

          ⚠️ 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: ...

  • Business Portal Quickstart

    Hello! We are so glad you are ready to start using the AET platform!   This guide is designed to get you up and running in no time by following a few links. We recommend that you save or bookmark t...