Manage clients’ information through digital self-service
Nationwide® will soon be making it simpler for you to manage your clients’ documents through digital self-service. This change not only will reduce unwanted clutter and paper waste, but it will also make it easier to access and maintain your client information.
Here’s what to expect:
- Copies of client statements, confirmations and systematic letters will no longer be sent by mail to their financial professional
- When you log in to nationwidefinancial.com, you will have secure 24/7 access to these materials through the Document Center
You may still eceive some of these documents via mail, depending on legal requirements, but all of them will also be available online.
No action is required. This change will take place automatically and we will send another reminder in the February bulletin.
Questions?
For more information, call Nationwide’s National Sales Desk at 800‑321‑6064 or visit nationwidefinancial.com.
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