Working with my advisor
Meetings
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:
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Instructions for joining a Microsoft Teams meeting with your advisor: Step-by-step instructions for how to join and launch a Teams virtual meeting
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Instructions for joining a Webex meeting with your advisor: Step-by-step instructions for how to join and launch a Webex virtual meeting