Resource Library
IFS Wealth Management System
Assistance with Online Access and Going Paperless: eService Guide – Click here for information on registering for eService and going paperless for select accounts. Supports Variable Annuities, Life Insurance, Pershing Accounts and Accounts held directly at the mutual fund company (American Funds, College Choice, etc.) eDelivery – For information on suppressing paper statements and trade confirmations for Pershing Accounts, including Advisor Select, Fund Select Premier, Fund Management Services and Standard Brokerage, visit www.myedocumentsuite.com. Note: the Financial Institution number is ‘4NE’. Questions about your Pershing Account Statement? - Click here to access our easy to understand guide. What Questions Should I Ask When Choosing a Wealth Advisor? Confidential Questionnaire 2010 Tax Act Market Updates BlackRock Special Market Update - August 2011 "Making Sense of It All" Market Bulletin (JP Morgan) - August 2011 Market Update - 3rd Quarter 2011 William R. Verhagen, Registered Investment Advisor – Disclosure Document ADV Part II New England Securities, Registered Investment Advisor – Disclosure Document ADV Part II
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