While on-site visits are on hold for the time being, we have the resources to meet with you virtually – by phone, FaceTime or Webex.
To find out who your financial advisor is and schedule a virtual meeting, please follow the steps below:
- Sign into your account. If you’re not registered for an online account yet, you can do so here.
- Once signed in, scroll to the bottom of your Overview page to view your financial advisor’s information.
- Contact your financial advisor directly to schedule a virtual meeting.
Once you connect with your financial advisor and schedule a meeting via Webex, the following tips can help you learn how to use Webex on your preferred browser: