How To Go Paperless


Manage episode 290885331 series 1017616
By Fi Plan Partners, LLC, Fi Plan Partners, and LLC. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Bobby Norman goes over one of our most asked client questions. How can I go paperless? Watch this video to learn how to select the paperless option on your Account View profile for statements and other documents. Bobby Norman, CFP®, AIF® Managing Director Wealth Consultant Email Bobby Norman here Fi Plan Partners […]

534 episodes