We understand that keeping track of client rollover status and chasing client consent for paper-based submissions can be time consuming for your business and inefficient for your clients.

Our new dashboard empowers you with greater transparency and flexibility when managing Rollover In requests for your clients. You can now view the status of your existing rollover requests, modify or cancel existing requests, create new requests, and schedule future requests – all from the same place.

To access the new Rollover In dashboard, simply login to the AdviserHUB and navigate to Accounts > Manage Accounts > Rollovers.