Stay connected with your financial advisor using Meetings. You can view and manage upcoming and past meetings in one convenient location.
Frequently asked questions
How do I request a meeting with my financial advisor?
To request a meeting with your financial advisor, select Request Meeting in either the Meetings or My Advisor(s) section. Add your meeting topic and select your preferred meeting time. Your advisor or a member of your advisor's practice will then take care of scheduling and confirming the meeting.
How do I reschedule or cancel a scheduled meeting with my financial advisor?
If you scheduled your meeting using Request a Meeting, contact your financial advisor directly to reschedule or cancel your meeting.
If you scheduled your meeting using an invitation sent by your financial advisor or a member of your advisor's practice, you can reschedule or cancel your meeting in Meetings.
How do I share documents or other files with my financial advisor in preparation for a meeting?
You can share files with your financial advisor in Uploaded Files in the Documents section.
How do I join a virtual meeting with my financial advisor?
Virtually meet with your financial advisor by following these instructions:
Instructions for joining a Microsoft Teams meeting with your advisor: Step-by-step instructions for how to join and launch a Teams virtual meeting
Instructions for joining a Webex meeting with your advisor: Step-by-step instructions for how to join and launch a Webex virtual meeting