Commissions

Frequently Asked Questions About Commissions

WHO DO I CONTACT REGARDING MY COMMISSION STATEMENT?

If you have any questions concerning your commission statement, please contact Teri Bradshaw, Vice President of Commissions, Norma Negrete, Commissions Associate or Yazmin Arias, Commissions Associate. The quickest way to contact Teri, Norma or Yazmin is via e-mail at commissions@wisdirect.com or (310) 846-3892. They are located in our Pasadena office at 70 South Lake Ave. #700, Pasadena, CA 91101.

HOW OFTEN ARE COMMISSIONS PAID?

The entire schedule can be found to the right under Quick Links.

IS THE PAY SCHEDULE INCLUSIVE OF DIRECT BUSINESS?

Yes. Direct business such as life insurance and annuities are paid when received. For example, if we receive a check or download from ING on or before January 15th, assuming that date is not a weekend or legal holiday, it will be posted for the January 21st payroll. If we receive a check or download from ING on or before January 31st, assuming that date is not a weekend or legal holiday, it will be posted for the February 7th payroll.

HOW DO I SET UP DIRECT DEPOSIT FOR MY COMMISSION PAYMENTS?

A fillable form can be found to the right under Quick Links.

HOW ARE COMMISSION CHECKS DISTRIBUTED?

If you have a negotiable check, we will mail the check, via USPS, to your home address unless you specify a different address.

CAN MY COMMISSIONS BE VIEWED ONLINE?

Advisor Portal is an online tool that allows you to view your trade detail as well as payout information, clearing fees and charge backs throughout the month before your commission check is cut. The following reports are updated daily on Advisor Portal: Commission Statements, Daily Sales Blotters and Trail Detail Reports.

Advisor Portal can be accessed only through the wisdirect.com website.  For an Advisor Portal walk-thru, feel free to contact any Commissions team member at (310) 846-3892.

INSURANCE Quick Links

Highland Capital Brokerage

 

INSURANCE Quick Links

Producer's Choice Network

 

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CONTACT INFO
  • Bond Support: 866.746.7075
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Trading

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Fidelity:

2020 Fidelity Tax Information

Pershing:

2020 Pershing Tax Information

Wedbush:

2020 Wedbush Tax Statement Mailing Dates:

  • 1099R - February 1, 2021
  • 1099R Consolidated - February 8-16, 2021
  • 480.6 (PR) - March 1, 2021
  • 1042-S - March 16, 2021
  • 5498 - May 31, 2021

WIS:

QUICK LINKS

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WHO IS AML?

Isela Ortega-Wu, CAMS

Courtney Valek, CFE, CAMS

Department Mailbox

Manuals