December 2018

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Week Ending December 21, 2018

New Service to Query for Pending Tasks

Advisors and Brokers can query for pending tasks by account or multiple accounts.

For more information about the DAM/ECA service, see the Digital Account Management Users' Guide (PDF Download).

November 2018

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Week Ending November 2, 2018

Support Added for Inherited IRA Applications

For more information about the DAM/ECA service, see the Digital Account Management Users' Guide (PDF Download).

October 2018

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Week Ending October 26, 2018

Update Password, Email and Phone

You can now update your password, email and phone number through the DAM service.

For more information, see the Digital Account Management Users' Guide (PDF Download).

August 2018

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Week Ending August 17, 2018

Service Query for Account Status

Advisors and Brokers can now query for the account status by account.

For more information, see the Digital Account Management Users' Guide (PDF Download).