Important Information

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

Questions?
Feel free to contact your National Advisors Trust Service Team at 877-527-3476 with any questions.