THREE new ways to help make your Savings & Retirement business run smoother

THREE new ways to help make your Savings & Retirement business run smoother

As of August 20, 2022, EZcomplete® will include several new features that allow applications to be completed faster and easier:

1. Prefilled Fund Transfer Form
The transfer form will be generated with the information from EZcomplete and included in the EZcomplete signing package, saving you time.

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2. Client eSignature Audit History and Document Download
If you choose the e-signature option for the client, you’ll be able to download a copy of the e-signed transfer forms and the signature audit history.
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3. Email the Client Contract Info and Fund Facts Before Signing
You'll now be able to email Point of Sale materials (Contract & Info Folder and Fund Facts) to clients before they provide their e-signature.
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Log in to EZcomplete today!
 
Speak to your Regional Investment Sales Manager to learn more!