At the end of October, you will be able to initiate and delegate brokerage actions through a shared Tasks list. This additional update to the WealthscapeSM integration will allow you to assign and receive Tasks reminders to complete brokerage actions on behalf of a client. Here’s how it works Simply click on your existing Task icon on your...
The post Fidelity WealthscapeSM Integration Update: Actionable Tasks appeared first on eMoney Advisor Blog.
