FAQs for AdviceOne Clients


1.

I'd like to talk to my advisor. 

Please call or email your Client Liaison, who will work diligently until your questions are answered to your satisfaction. If you would still like to speak with your advisor, your Client Liaison will schedule a phone appointment with your advisor—a specific time for your advisor to call you so you can both plan accordingly.

 

2.

Which website should I access for account information?

myStreetscape: This website shows information for your AdviceOne brokerage accounts. From myStreetscape you can view current account balances, view transactions within the account, as well as access statements, tax documents, trade confirmations and records of the account. myStreetscape provides the most up-to-date information for your accounts.  Note: for smart phones, download “myStreetscape Brokerage Mobile” provided by NFS. 
Albridge: This website allows you to run reports similar to those shown in your meetings with your advisor. Albridge allows you to see all of your accounts (including accounts that are not AdviceOne brokerage accounts) within one report, run reports from different time periods, and see the returns of each position within your accounts. Albridge shows information that is generally on a 1-3 day lag.

How can I link my other accounts to Albridge? Through Fiserv inside your Albridge Access, you are able to link third party accounts so they appear on your Albridge reports. Please contact your Client Liaison for further assistance.

 

3.

How can I go paperless?

Through myStreetscape, you can enroll in paperless delivery notifications for account statements, trade confirmations, prospectuses and shareholder reports. Please contact a Client Liaison for assistance.

 

4.

What do I do if I lock myself out of the Albridge or myStreetscape website?

If you misplace your password for myStreetscape, Securities Service Network will need to provide a new temporary password, which can take up to two business days to assign. Please contact your Client Liaison immediately for assistance if you have forgotten either of these passwords.

 

5.

What if I can't remember the password to open encrypted email attachments?

Please contact a Client Liaison for assistance.

 

6.

How do I take a distribution from my account?

If you would like to take a distribution from your AdviceOne account, please contact your Client Liaison Team for verbal confirmation of your request. Your Client Liaison Team will discuss your specific distribution details.

 

7.

How long will it take to receive my distribution from my AdviceOne account?

Once we confirm your distribution request, trades take approximately 3 business days to settle. Once trades settle, the distribution can be sent electronically to your bank account on file within 24-48 hours. Our custodian can also mail a check to your address on record. For other options, please contact your Client Liaison Team.

 

8.

I'm about to turn 701/2. How do I handle my Required Minimum Distribution?

For all of our clients over the age of 70½, we keep track of distributions and set you up on a periodic distribution plan. If you hold accounts with another firm and take a distribution, please notify us so we may update our records. If you are concerned that you have not satisfied your current year total required distributions, please notify us by December 1st so that we can expedite your withdrawal for the current year.

 

9.

How do I make a check payable to be invested into my brokerage account?

Checks should be made payable to NFS (National Financial Services) for AdviceOne brokerage account deposits. However, your investment may be held directly by a mutual fund company or annuity company. If you are unsure, please contact us. Due to the USA Patriot Act, we are unable to accept Bank Checks or Cashier’s Checks, only personal checks. Please mail all checks to AdviceOne for processing (100 Western Boulevard, Glastonbury, CT 06033).

 

10.

Why is there an IRA Fee charged to my account?

All brokerage retirement accounts will be charged an annual maintenance fee, as NFS is responsible to report tax information on these accounts to the IRS. You will receive a bill from NFS during the last quarter of each year. You can write a check payable to NFS and mail it to NFS in the envelope provided. Otherwise, SSN will deduct the fee from your retirement account. AdviceOne does not receive this fee, and does not need to be notified of your payment choice. 

 

11.

What if my address changes?                                      

Please email us and we will update your records. We will create and send you paperwork to return to us.                                             

 

12.

What is AdviceOne's role as a Fiduciary?

Our role as your fiduciary means we must always put the interests of our clients before the interests of AdviceOne. The advice will always be in your best interest.

 

13.

What if something happens to my advisor?

Each of our advisors has a written succession plan within AdviceOne. If something were to happen to your advisor, we have a structured continuity plan in place to ensure that you would receive seamless advice, allowing you to become comfortable with your new advisor. To that end, you will notice that at some of your appointments, there are multiple advisors in the room. Through our use of Associate Wealth Managers, AdviceOne is keenly aware of the advice your advisor is giving you. From retirement analysis through Net Present Value income calculations, through the design of personalized Asset Allocations, down to the actual investments themselves, all of the advice at AdviceOne is uniform and conforms to our highest standards.