Dear Valued Client,
Be sure to mark your calendars because you don’t want to miss a single informative minute. Our W.I.N.K, or ‘What I Need to Know’ sessions are live webinar sessions where we provide information and education on the new platform, how things are changing, how you can get done the things you need to get done with us and demystify many of the questions you have about the platform change.
The first two WINK sessions were completed today and will be loaded to the National Advisors Trust Conversion Website shortly.
Tuesday July 12 3:00pm Central
Overview of the Wealth Management Platform conversion
Tuesday July 12: 3:30pm Central
The who and how to communicate with National Advisors Trust
Dates and topics are below for the upcoming W.I.N.K. include:
Thursday July 14: 3:00pm Central
What will be different in a bank custody model versus a broker dealer model
Thursday July 14 3:30pm Central
Transfer of Assets: Key components to keep in mind
In addition, the following WINK sessions have been added:
Thursday July 21 3:00pm Central
Disbursements – what you need to know to make sure they are processed effectively
Thursday July 21 3:30pm Central
Shadow or Off Platform reconciliation enhancements
We look forward to seeing you soon, and we appreciate you working with us as we continue to make progress towards the launch of our Wealth Management Conversion.
National Advisors Trust
Feel free to contact your National Advisors Trust Service Team at 877-527-3476 with any questions.