MAKING IT EASIER TO DO BUSINESS

dispatch-make-new-investment

Make New Investment in Model Not Already Owned

The Freedom Advisors platform uses your password as your signature! No LOI signing, no submitting spreadsheets. Go to the account, click on Service, click on New Investment, and enter your selection. It is super simple and fast and gets processed exactly how you instruct and quickly. In the checklist bottom left on the screen in Freedom Advisors click on the tour "Buy Model Not Already Owned" and it will guide you step-by-step through your first time making a new investment.

 

In This Issue:

MT-376661