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Allow your clients to send you documents securely Creating a ShareFile Link in Your Email Signature We are now providing our advisors the ability to add a Citrix ShareFile upload link to their email signatures. This feature will allow your clients to upload files securely to ShareFile using a single ShareFile link that is always attached to your email signature, rather than creating an individual link every time you need the client to upload documents. Click HERE for detailed instructions Please click the link provided above to view a PDF guide on how to add this permanent link to your email signature. Please note that this feature is optional and is not required to maintain compliance. Any questions? Please reach out to Michael Gasper at IT@tag-ages.com Trust Advisory Group, Ltd. & Advisory Group Equity Services, Ltd. | 444 Washington Street, Suite 407, Woburn, MA 01801 Unsubscribe tagccrelay.uz79z6@zapiermail.com Update Profile | Constant Contact Data Notice Sent by...

Reminder All Advisor Meeting Today Wednesday, June 9, 2021 4:00-6:00pm Eastern Just a reminder- Our next All Advisor Meeting will be held via Webex. Please remember that these are mandatory meetings for all advisors. Please be sure to log in via a computer so that you can receive credit for attending. Click HERE for the meeting link Meeting Number: 172 503 9301 Password: Quarterly Trust Advisory Group, Ltd. & Advisory Group Equity Services, Ltd. | 444 Washington Street, Suite 407, Woburn, MA...

Operations Update 6/8/2021 Selling Agreement Update We are pleased to announce that we have entered into the following selling agreement with Versity Invest. ASTORIA, DST Tyler Carter SVP- National Accounts Direct Line: 407.716.3636 Toll Free: 877.827.6272 tylerc@versityinvest.com See AI Insight for more details. Advisory Group Equity Services, Ltd. Trust Advisory Group, Ltd. 444 Washington Street, Suite 407 Woburn, MA 01801 (781) 933-6100 Fax: (781) 933-6101 Securities Offered Through:...

Attached is a newsletter that is approved by Compliance and can be mailed to clients and prospects. The newsletter is created by Wright Investors' Service. Click Here to Open Document Trust Advisory Group, Ltd. | 444 Washington Street, Suite 407, Woburn, MA 01801 Unsubscribe tagccrelay.uz79z6@zapiermail.com Update Profile | Constant Contact Data Notice Sent by wmccance@tag-ages.com powered by Try email marketing for free today!...

Updates to the Mutual Fund Section of the ACAT Form Please be aware of some small changes to the Mutual Fund Section of the ACAT Form. The client will now have the ability to request a Mutual Fund Transfer In-Kind (assets must be listed), Full Liquidate or Partial Liquidate. This is ONLY for Mutual Fund Direct Transfer. Please note that this new form will be available on our website and StoneX Advisor (formerly Vulcan Pro) on Monday. Click HERE to view the notice Click HERE to view the ACAT...

Operations Update 6/2/2021 Selling Agreement Update We are pleased to announce that we have entered into the following selling agreement with Capital Square. CSRA GS Opportunity Zone V LLC Matt Johnson 651-324-8522 mjohnson@capitalsquare1031.com See AI Insight for more details. Advisory Group Equity Services, Ltd. Trust Advisory Group, Ltd. 444 Washington Street, Suite 407 Woburn, MA 01801 (781) 933-6100 Fax: (781) 933-6101 Securities Offered Through: Advisory Group Equity Services, Ltd.,...

The PRO Act and how it could affect your business. We wanted to send this alert to make sure that you were all staying on top of the latest developments that could impact your business. Please take a moment to read the information below. Here is an article from Financial Advisor Magazine that provides a great description of the Act as it relates to independent financial advisors. Click to read the article And here is more information and a way to write your Senator. Click here to take action...

Reminder All Advisor Meeting Wednesday, June 9, 2021 4:00-6:00pm Eastern Just a reminder- Our next All Advisor Meeting will be held via Webex. Please remember that these are mandatory meetings for all advisors. Please be sure to log in via a computer so that you can receive credit for attending. Click HERE for the meeting link Meeting Number: 172 503 9301 Password: Quarterly Trust Advisory Group, Ltd. & Advisory Group Equity Services, Ltd. | 444 Washington Street, Suite 407, Woburn, MA 01801...

Holiday Closing Notice Please note that our offices will be closed on Monday May 31, 2021 in observance of the Memorial Day Holiday. All U.S. Markets are closed this day. Regular business hours will resume on Tuesday June 1, 2021. Trust Advisory Group, Ltd. & Advisory Group Equity Services, Ltd. | 444 Washington Street, Suite 407, Woburn, MA 01801 Unsubscribe tagccrelay.uz79z6@zapiermail.com Update Profile | Constant Contact Data Notice Sent by wmccance@tag-ages.com powered by Try email...

Please read this important information StoneX Two-Factor Authentication As an added layer of security, the new StoneX platform will require Two-factor Authentication. In order to get everyone set up with this and avoid any interruptions in access, we will need to know what phone number you would like to use for this Two-factor Authentication. In order to make this process as streamlined as possible for our home office team, please use the link below to enter your preferred information. You...

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