
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
email: techsupport@williams-financial.com
phone: 888.225.3650
Install Team Viewer: