915 Nursery Street,
We have gotten a few good questions from our clients regarding the eQuipt invitations that we have been sending out via e-mail, recently. We are hoping that we can further clarify by letting you know these questions and our answers to them. Here they are:
Is this what I discussed with Michael already? Is this the same system that I already signed up for at our last meeting?
Didn’t I already give consent in 2019 when I signed the eConsent form?
Is the information that is being sent to us via e-mail important?
What if my e-mail changes?
Where can I find an account number?
If you have previously logged in to view your NFS accounts through Wealthscape Investors before, that login will continue to work but once you create a eQuipt login, you will see the Wealthscape dashboard is also built into the eQuipt dashboard and we prefer you migrate over to the new RAA eQuipt dashboard and use that system instead of Wealthscape login directly.
Please call our office if we have not answered your question with the above answers. We look forward to hearing from you!