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Financial Planners, you can now subscribe to receive daily email alerts notifying you of financial activity in your clients' accounts.

To subscribe, log into AdvisorCentral and select the "Click here to Subscribe / Edit Financial Activity Email Alerts" hyperlink.

Your client list will automatically be sorted to show which clients had the most recent financial activity.

NEW AND NOTABLE
  Delaware Funds by Macquarie will be changing the monthly payable date for certain daily accrual funds that pay out on a monthly basis.  Effective October 2020, any daily accrual fund that was paying out on or around the 22nd of each month will change to a month end payout schedule.
  FRANKLIN TEMPLETON ACQUISITION OF LEGG MASON IS COMPLETE.

We are excited to announce that Franklin Templeton's acquisition of Legg Mason is complete creating one of the world's largest independent investment managers. All sales, service and day-to-day operations within each firm remains unchanged at this time and current customers should continue to go to their existing points of contact at each firm. All account servicing features and policies will remain business as usual until communicated otherwise.
 

Global Transaction History: Now you can view Global account history, choose "Global Transaction History" in the search type under the Advanced tab, enter fund family and either account number or FULL BIN for security.
  Did you know you can update your clients' addresses via AdvisorCentral? Through Account Detail screen, click on the "Update Address" link and follow the steps. The client's address will update in real time.

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