The Dispatch

Likely It’s in the Support Center

Find all account maintenance and operational forms, account opening and transfer forms for all account types not personal or retirement, in the Support Center, which can be accessed in the Service Center on the far right by clicking on “Other Service Requests”:

Or within Open New Account by clicking on “Additional Account Forms”:

The Support Center is packed with valuable resources, including:

• Account Forms Library
• Freedom Advisors Fee Calculator
• EQIS Tax Center
• Additional Model Research
• Freedom Advisors Training Center

Enter what you are looking for in the Search bar or scroll down the page. If you cannot find what you need, Chat with your EQIS Service Team by clicking lower right.

We are here to help. If you need any assistance, contact Advisor Services at support@EQIS.com or 800-949-9936 and press 2.