NFS eDelivery Emails that eQuipt Users Will Love: 2.10.23

Updates for 2.10.23

eQuipt Client Portal

This week’s update includes the following:

  • Link modifications added to NFS client eDelivery emails

Read more to learn the details of each update.

Update: NFS Client eDelivery Email Notifications Link Modifications

Previously, NFS sent clients a single link to log in and access their documents via Wealthscape Investor. Some clients only have an eQuipt login, but others have only a Wealthscape Investor login, and not all clients (For example: Entity clients) can register for eQuipt. This email experience frustrated clients who use eQuipt – and their financial professionals.

Now, all NFS eDelivery emails have a link that gives the client the option to log in via Wealthscape Investor or eQuipt Client Portal, making it easier for eQuipt Client Portal clients to access their information:

Have a Happy Valentine's Day and see you again soon!

All the best,

The eQuipt Team