client service

Holiday Hours & Deadlines – 2018

Company News, Early nVestors, Emerging nVestors, Established nVestors, Mailchimp, Media

Holiday Hours & Deadlines – 2018

The Holiday Season is almost here! Please take note below of several market/office closures and administrative deadlines coming up in the next six weeks: Sunday, November 18: All 403(b) and all other ASPIRE-held accounts will be inaccessible online for two weeks as the custodian ASPIRE begins a weeklong major platform upgrade. Accounts at all other custodians

nVest Advisors2020-01-11T01:56:42-07:00November 12th, 2018|Categories: Company News, Early nVestors, Emerging nVestors, Established nVestors, Mailchimp, Media|Tags: announcement, client service, holiday, hours, office|

Transitioning to TD Ameritrade

Client Service, Company News, Early nVestors, Emerging nVestors, Established nVestors, From our CEO, LifeCycle, Mailchimp, Media

Transitioning to TD Ameritrade

Since our inception in 2015, we've used a variety of custodians for client account management needs, but part of our ongoing commitment to our clients is to periodically review the custodians we use, and make changes if we feel we find a better fit for our clients' needs. We were very pleased to announce the addition

nVest Advisors2020-01-11T01:57:55-07:00June 11th, 2018|Categories: Client Service, Company News, Early nVestors, Emerging nVestors, Established nVestors, From our CEO, LifeCycle, Mailchimp, Media|Tags: announcement, client service, custodian, TD Ameritrade, TradePMR|