Envestnet: Changing Advisor Managed account to ROS account

In order to convert an Advisor Managed account to Reporting Only Services account, please follow the below mentioned steps.

• Create a Term SR

Please create a Terminate (Liq/Hold) SR under Client Service Request on Envestnet as provided in the snap shot below.

 

• After creating a Service Request, use the + sign to add a review task requesting the account be converted to ROS and assign the review task to ICS support.
• Please provide a sample account number that is already in the correct product and program under the review task assigned to ICS support.
• Submit the service request and Envestnet will process the request at their end. If there will be any additional information required, Envestnet / Spire will reach out to you for more information.