Investment account types are fed into Microsoft Dynamics (CRM), nightly with ProEquities feed that they provide. If there is an issue with what the account type is, follow these simple directions.
To update the fund feed with the proper account type, you will need to log into Advisor Portal. Once logged into AP, paste (or click) this link in your address bar and hit enter and it will take you to the custom page made just for you: https://securities.concoursefinancial.com/AP/MMA/AccountTypeUpdates.aspx
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