• IRA Trick-or-Treat!

    By westernadmin | Friday, October 30, 2020

    Trick-or-treating in the time of a pandemic is a challenge. Social distancing while handing out candy requires some creativity. (more…)

  • Annual SIMPLE IRA Employee Notification

    By westernadmin | Wednesday, October 28, 2020

    Clients who offer Pershing SIMPLE IRA plans to their employees are required to provide the following information each (more…)

  • Cybersecurity Tech Hangout – Wed, 10/28

    By westernadmin | Tuesday, October 27, 2020

    Join us this Wednesday on our weekly technology podcast. FCI's Customer Success Manager, Michael Pytura will be our guest (more…)

  • Updated Fidelity Forms to Be Used Immediately

    By westernadmin | Tuesday, October 27, 2020

    Fidelity has recently updated these forms. Please destroy any old forms and begin using the new forms, located in the Fidelity Forms (more…)

  • Sweet as Sugar

    By westernadmin | Friday, October 9, 2020

    Meet Sugar, the feline friend of WIS rep Heath Goldstein. (more…)

  • NEW! WhatsApp Archiving

    By westernadmin | Tuesday, October 6, 2020

    WIS is excited to announce that we are able to capture and archive messages on WhatsApp, a prominent secure (more…)

  • Refinitiv Tech Hangout – Wed, 10/7

    By westernadmin | Monday, October 5, 2020

    Kendall Miller at Refinitiv (formerly Thomson Reuters) and LA-based WIS rep Ali Rad are joining us (more…)

  • 3Q20 MyRepChat Enhancements

    By westernadmin | Friday, October 2, 2020

    MyRepChat has made some changes based on recent user feedback. These changes have resulted in some enhancements to (more…)