Account Services


This chart explains how client information can be changed, either by the client or by the financial professonal. A client requested change may be requested by any authorized signer on the account. A financial professional requested change may be submitted by the financial professional assigned to the account.  "LOI" refers to signed Letter of Instruction. Additional forms can be found  here.

 

Request Type

Method Client

Method Financial Professional

Requires Client Signature?

Demographic Update

Verbal, Online, Form or LOI

LOI or Form

No

Request for 3rd Party Statement Recipient

Verbal or LOI

LOI

No

Request Copies of Statements

Verbal or LOI LOI No

Check Orders

Verbal or LOI

Verbal or LOI is needed if mailing to an alternate address.

No

Copies of Checks

Verbal or LOI

LOI

No

Request Stop Payment of Check

Online, Verbal or LOI LOI No

Cancel Stop Payment of Check

LOI 

LOI

No

Treasury Check

LOI 

Not Authorized

Yes

Initiate Wire from Cash Advantage - Lending Account to Another Institution

Form 

Not Authorized

Yes