Wealth Management Platform Update

Dear Client,

Just when you thought a staid trust and custody services company wouldn’t quote a middle-of-the-road 80’s hair metal band, National Advisors Trust trots out lyrics from Europe’s biggest (and only) hit tune.

But it seems fitting, as we find ourselves racing towards the launch of our new wealth management platform.

We’re writing today for several reasons: First, training was completed this week. Once your firm has completed training, we will enable you to test the new platform and we will have a command center and NAT associates available to assist.

System test dates are Tuesday, Wednesday, and Thursday, September 6, 7, 8. Each session will be in operation from 4pm to 6pm, CDT. During this time, you can utilize the training provided and get your team familiar with the new process prior to going live the weekend of Oct. 1st. You have the ability to test the system outside of these hours, but know that our team will not review items until the session times.

Let’s talk about checks. Did you know you can provide information on checks to eliminate having to have NAT print them and have invoices inserted with the checks?

It’s easy: When doing a check disbursement, Voucher Line 1 prints as the first line on the front of the check and Transaction Description Line 1 prints as the second line on the front of the check. This enhancement will give your firm the flexibility of having payments processed faster.

For example, when paying a utility bill, putting “AC-1234567” in Voucher Line 1 and “John Smith” in Transaction Description Line 1, would result in both lines printing on the check. The client would not see voucher Line 1 in any transition detail, but they will see transaction description Line 1.

Please note that as of October 1,2022, National Advisors will only print tax payment checks.

As always, we thank you for your time and your business. And we’re deeply sorry if you can’t get The Final Countdown out of your head. They say that if you listen to the song in its entirety, that might do the trick, so here’s a link: It’s the Final Countdown

W.I.N.K session added. We have added a specialized session concerning how to trade after October 1st.

Trading Insight W.I.N.K session

Wednesday September 7 2:00pm – 2:30pm CST

Don’t worry, you missed our training this week? We have added additional sessions and will have them on our conversion website later this week to review.

TRAINING

New AddVantage Overview and the Login Process

Tuesday, September 13 Noon – 1:30pm CDT

Account Opening and Closing Process

Thursday September 15 1:00pm – 2:30pm CDT

Cash Processing: Disbursements and Receipts

Friday September 16 10:00am – 11:30am CDT

Reports in the AddVantage System

Friday September 16 1:00pm – 2:00pm CDT

We thank you for your partnership and placing your trust in us.

National Advisors