Broadridge Advisor
We want to keep you informed about important updates to your membership benefits.
Access to Broadridge Advisor for PFP Section members will end on February 13 as the current Broadridge subscription type is being discontinued. Broadridge is transitioning to its AdvisorStream platform, and while AICPA PFP Section single sign-on access will end, members who decide to continue services will be offered two discounted package options by Broadridge:
· Broadridge Content Only ($83.99/month, normally $125) and
· Broadridge Content + Premium Publishers ($175/month, normally $235).
If you are subscribed to separate services outside of the PFP Section benefit — including standalone website services, those should continue as normal. As this transition occurs, we’re pleased to continue to offer visiWealth and fpPathfinder as part of your PFP section membership, two powerful resources to support your client communication needs.
Please contact Broadridge directly at 800-233-2834 (press 1 to speak to Sales) for questions on the new packages or access to your Broadridge information.
Thank you for being a valued member of the PFP Section and if you have questions for us, please email financialplanning@aicpa.org.
We want to keep you informed about important updates to your membership benefits.
Access to Broadridge Advisor for PFP Section members will end on February 13 as the current Broadridge subscription type is being discontinued. Broadridge is transitioning to its AdvisorStream platform, and while AICPA PFP Section single sign-on access will end, members who decide to continue services will be offered two discounted package options by Broadridge:
· Broadridge Content Only ($83.99/month, normally $125) and
· Broadridge Content + Premium Publishers ($175/month, normally $235).
If you are subscribed to separate services outside of the PFP Section benefit — including standalone website services, those should continue as normal. As this transition occurs, we’re pleased to continue to offer visiWealth and fpPathfinder as part of your PFP section membership, two powerful resources to support your client communication needs.
Please contact Broadridge directly at 800-233-2834 (press 1 to speak to Sales) for questions on the new packages or access to your Broadridge information.
Thank you for being a valued member of the PFP Section and if you have questions for us, please email financialplanning@aicpa.org.
Featured Resource
Broadridge Advisor can help you save time and communicate easily with clients. This video includes an overview of the PFP Section member benefit as well as how to use Broadridge to answer specific client scenarios.
Featured Resource
Broadridge Advisor can help you save time and communicate easily with clients. This video includes an overview of the PFP Section member benefit as well as how to use Broadridge to answer specific client scenarios.
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