Happy New Year! Great news: Quarterly billing has begun! Your forecast bills have been run and saved to your personal Billing Folder in Sharefile in your Jan 2018 folder. Once you have had a chance you review your Forecast Bill, if approved, please go the Axxcess Wealth Management Hub (https://hub.axxcessplatform.com) and click on the photo on the main page titled “Documents”. Under “Quarterly Billing Process”, click on the “Forecast Bill Certification Form” link, fill out the form, then click submit. Once submitted, your approval will be received by our billing team and we will run your live bill and get payment sent to you within 3 to 5 business days. If there are issues or changes that need to be made to your Forecast Bill, please reach out to Jon Brackmann to rectify. Thank you for all of your hard work and here’s to a successful and prosperous 2018!
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