LEADERSlink Bulletin 9/18/18

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Register for TECHTalk, our weekly webinar series held Fridays at 9:30 am MST. We feature training tips and walk through procedures for Compliance, Accounts, Commissions, and more.

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Reviewing General Home Office Requests in LEADERSlink!

Reviewing General Home Office Requests in LEADERSlink

Click the video above to view a walk-through of Home Office Requests!

Home office requests are a new way for you to submit changes regarding your bank account for commissions, personal contact information, or registering in a new state. In the past these have been submitted through the website, with no ability for you to follow up or check the status. Using the new home office requests through LEADERSlink will allow you to track the status of one of your requests and to see all historical requests you have submitted going forward.

Presently, you can submit Home Office Requests for activities involving state registration, personal EFT, and contact information.  The following procedural guides provide you with step-by-step instructions.

In light of recent cybersecurity breaches and continuing threats against the financial services industry, we are pleased to announce we have taken proactive steps to institute a cybersecurity policy enforcement program. We have partnered with Entreda, a leader in cybersecurity, to create a program designed to continuously assess our cybersecurity preparedness including our firms’ ability to protect our client’s data.

As part of the program, we ask that you install the Entreda Unify application, which will monitor cybersecurity-related configurations on desktops and mobile devices. Please note, we provide every advisor with one complimentary license to the application. Additional installs can be purchased for $100 – per license, per year.

The Entreda Unify applet takes less than a minute to install. For downloading, additional information, or support: