WFG advisor profile update – Enhancing your experience

Your new WFG advisor profile just got better! Thanks to recent updates, you’ll now experience a smoother, faster process when you submit an application through EZcomplete^®.

Here’s how it works:

• When you create your advisor profile in EZcomplete, it will now automatically pre-populate your information in the advisor report.

• Have you already created your advisor profile? If so, your advisor information will automatically pre-populate the advisor report for all applications.

• Do you need to change the information for a single application? You can update it within the advisor report in EZcomplete.