Broker Check
13 Feb
Education Training Session Presented by: Cooper Tomlin

Description

Tax Documents and NetX Investor Training

Topics Include:

When and Where to get your tax documents 

         Park Avenue Securities

         Brinker

         SEI

Netx Investor (Park Avenue Website) Demonstration:

         How to add your bank 

         How to change your emailing options

         How to rename an account to make it easier to find 

Date and Time

Tue, Feb 13, 2024

12:00p - 1:00p CST

Location

Zoom

Note

Zoom Link https://us06web.zoom.us/j/84936907206

PT1H

Event Registration


Thank you!

Error processing your request. Please try again at a later time.