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Advisor Russ Kefauver chatted in the morning of 9/5/24 about the number of email notifications he was receiving for a client that was filling out their trust/POA information. He would prefer to get fewer emails (one when trust/POAs are completed) ...

I received this error when I tried to receive an invitation for Scott Jones

LegacyShield is ready to turn off their Simple Will offering. Please do so as soon as possible. I am not familiar with what is involved in this, so please let me know if I need to reconfigure something in the white label settings. Joanie Westwood ...

I have uploaded sig pgs for 5 accounts for advisor Bethany Earl and the tool keeps flagging this error. I know how to get past it, but the advisor doesn't. One of the common elements that the tool requires me to enter, and does not recognize, is t...

Hi Support Today George tried to log into the Ayers account (#31770) and is unable to see the People tab. He is a Closed Beta user and ran into another problem with another account this morning. He logged in and back in. I also encouraged him to c...

yesterday when i was completing Roland B. Richards , Dorothy J. Richards - the form for names of people and the state would not let me complete had to exit and go into classic view to complete.