Advisor Flipbooks

T R A I N I N G GU I D E 19 Print Here you can select the additional forms to go with your application. These include: Distribution, Automatic Investment Program, Standing Instructions, Beneficiary, Power of Attorney, Cash Access Account (Individual Joint), Securities-Backed Line of Credit (SBLOC) and the option to select a number of Transfer Forms. Select Generate Documents to have a PDF created. Once finished and signed by the client, you can upload the application through the normal SEI Wealth Platform's Upload Forms action within the Business menu. If the document does not open, check your pop-up blocker. In Google Chrome, there is a small icon that will show up near the star icon in the URL bar that you can click on and select to allow pop-ups from this website. Once started, or submitted, you can track the application from the Pending Accounts page, accessible by the URL at the top of the document. The Pending Accounts page will show a total of pending accounts, the total pending value indicated and a breakdown of each account, the status, the Primary Advisor indicated and the targeted funding amount. Statuses can include: Draft, Printed – Pending Upload, Awaiting E-Signature, Received, etc. The Account can stay, unmodified, in a non- completed Draft status for six months. Once the account is opened, the status will update to Completed and show on the Pending Accounts page for three days. In a future update, the Pending Accounts page will be updated with the ability to open a status page of a specific account, and it will take the user to the appropriate Account Snapshot. SAMPLE

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