Financial Portal - Requests

Open Requests

Requests that have not been closed.

Request ID	Request Date	Request Type	Current Status	Notes
2853	8/15/2022	Funds Transfer	Pending
3284	8/27/2022	Purchase	Final Processing	Applewood buying shares of FKLEN
9833	9/1/2022	Sale	New	Macintosh cashing out of MTNSX

Recent Completed Requests

Requests that have been closed in the last 7 business days.

Request ID	Request Date	Request Type	Close Date	Notes
8495	8/25/2022	Purchase	8/27/2022
8394	8/28/2022	Funds Transfer	8/31/2022

Operational Support

Advisor Group provides your financial professional with back office, technology, regulatory and operational support to help manage your investment account.

Investment Support

Through our firm, your financial professional can offer you access to thousands of diverse financial strategies. We are not in the business of creating and marketing our own investment products. This allows your financial professional to offer objective investment advice.

Clearing Support

Advisor Group provides your financial professional with clearing services through either Pershing, or National Financial Services (NFS). A clearing firm works with various financial exchanges to handle confirmation, delivery, and settlement of your financial transactions.

Examples

Considerations

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