MANUALS

As a Registered Representative of WIS, you need to focus your time on revenue generating activities such as client and asset acquisition.

WIS understands this unique business challenge. In this section of Manuals we have provided the documentation necessary to help you grow and maintain your business.

The manuals found in this section are the most current. Should you keep documents on your desktop, we recommend you review the manuals on a consistent basis to ensure those you have are the most recent.

Fidelity Clearing & Custody Solutions, Pershing and Wedbush Securities documentation may be found on their respective sites. Please contact WIS should you have any questions regarding the documentation or manuals.

We do our best to ensure that the documents found in this section are the most current. Should you decide to keep any of these documents on your desktop, we recommend you review the forms on a consistent basis to confirm those you have are the most recent.

Form

Description

Western International’s AML policies in accordance with the U.S. Patriot Act

Western International Securities, Inc. Code of Ethics v.2018

This Privacy Policy describes the types of non-public personal information (“information”) we may collect about the client, the purposes for which we use the information, the circumstances in which we may share the information, and the steps we take to safeguard the information to protect the privacy, in relation with the provision of our services.

Western International’s Supervisory Procedures in accordance with Federal law.

How to Change or Reset Office 365 Password

Outlook 365 Web Quick Start

Setting Up Office 365 Verification Method

Follow this procedure if you are installing NetX360 from the download site.

Netx360 Quickstart

Use this to set up your Accounts Panel & Menu Bar

Use this for Bill Pay Registration Overview

Use this to register for a User ID

NFS Quick Start

This guideline applies to advisors, sales assistants and other staff.

WIS Cybersecurity Program

If your Streetscape login is setup with a security token; you need to install the token generator app (VIP Access) either on your PC or on your smart phone.

INSURANCE Quick Links

Highland Capital Brokerage

 

INSURANCE Quick Links

Producer's Choice Network

 

INSURANCE Quick Links

TruChoice Financial Group
(The Annuity Store)

 

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