The Dispatch

Lower Fees Now

Take Advantage of Household Billing

One attractive benefit of the Freedom Advisors platform is householding of accounts for billing purposes. This happens automatically for all accounts where the primary owner tax ID number is the same. For multiple clients at the same address, ACTION must be taken to have them permission each other to see and access each other’s accounts on the platform. This will then result in all accounts in the expanded household to be grouped together for billing purposes. To take advantage of household billing for multiple clients in one household (e.g. husband/wife), the clients must complete the EQIS Householding Form granting permission to see each other's accounts.

You can access the EQIS Householding Form here and send it via DocuSign for your clients to sign.

Your EQIS Service Team is happy to handle this client outreach on your behalf to get this authorization form signed. Just let us know if you want us to do that for you. Contact Advisor Services at support@EQIS.com or 800-949-9936 and then press 2.

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