Aggregator Access Services for Advisors
Computershare will electronically deliver your clients’ applicable alternative investments information to your aggregator. This will provide you with a consolidated view of your clients’ portfolio, saving you time and effort.
To enroll, email us today for the Aggregator Access Services package.
Computershare will electronically deliver your clients’ applicable alternative investments information to your aggregator. This will provide you with a consolidated view of your clients’ portfolio, saving you time and effort.
To enroll, email us today for the Aggregator Access Services package.
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View and print Alternative Investment Transfer and Account Maintenance Forms by entering in the company name you are inquiring about.