Desktop & Technology Support

WFG Desktop & Technology Support is dedicated to maintaining the functionality, security, development, and advancement of digital communication between representative brokers, clients, administration, and back office staff.  Assistance from IT support is available by the following methods:

email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

phone: 888.225.3650

Install Team Viewer:

Windows

Mac Os

 

Request Support

To request support from the WFG Desktop & Technology Support department, please complete the fields below.








 

Desktop & Technology Support

Request Support

email: techsupport@williams-financial.com

phone: 888.225.3650

Install Team Viewer:

Windows

Mac Os

eNotifications & eDocuments are Available

go green

Did you know NFS & Pershing offer enotifications for online statements? Your clients can go green and save a trip to the mail box when they register opt-in to viewing their account statements and trade confirmations online.

Click the links below to download PDFs you can email to your clients explaining how and why they should sign up. 
NFS Info
Pershing Info