Atria Wealth Solutions Tops Cerulli Associate’s List of Fastest Growing Companies
#1 based on headcount growth and #2 based on asset growth NEW YORK, NY – December 18, 2020 – Atria...
Read More
WIS 2021 Market Closure Calendar
| YEAR | HOLIDAY NAME | OBSERVED | STATUS |
| 2021 | New Year’s Day | January 1, 2021 – Friday | Closed |
| 2021 | Martin Luther King, Jr. Day | January 18, 2021 – Monday | Closed |
| 2021 | Presidents’ Day | February 15, 2021 – Monday | Closed |
| 2021 | Good Friday | April 2, 2021 – Friday | Closed |
| 2021 | Memorial Day | May 31, 2021 – Monday | Closed |
| 2021 | Independence Day | July 5, 2021 – Monday † | Closed |
| 2021 | Labor Day | September 6, 2021 – Monday | Closed |
| 2021 | Thanksgiving | November 25, 2021 – Thursday | Closed |
| 2021 | Day After Thanksgiving Day | November 26, 2021 – Friday ‡ | Open, 9:30 – 1:00 pm |
| 2021 | Christmas Day | December 24, 2021 – Friday † | Closed |
| 2022 | New Year’s Day | December 31, 2021 – Friday † | Closed |
| † Indicates the stock exchange is closed on a different day than the official date on which the holiday is typically | |||
| celebrated. This is typically the case when a holiday falls on a non-business day. | |||
| ‡ Indicates that the stock exchange has special hours due to a holiday rather than a full closure. | |||
 |
INSURANCE Quick Links
CPS Insurance Services Highland Capital Brokerage Producer's Choice Network TruChoice Financial Group |
|
INSURANCE Quick Links
CPS Insurance Services
|
|
INSURANCE Quick Links
Highland Capital Brokerage
|
|
INSURANCE Quick Links
Producer's Choice Network
|
|
INSURANCE Quick Links
TruChoice Financial Group |
|
ADVISORY QuickLinks Advisory Services
Black Diamond Recorded Training eMoney Recorded Training
Practice Management Resources |
|
BLACK DIAMOND QuickLinks
ADVISORY SERVICES BLACK DIAMOND SUPPORT BLACK DIAMOND RECORDED TRAINING
|
|
FIDELITY clearing & custody solutions QuickLinks
|
|
Quick Links
PROGRAM AT PERSHING Black Diamond Recorded Training eMoney Recorded Training |
 |
QUICK LINKS
|
|
QUICK LINKS
|
|
QUICK LINKS
Direct Business Processing |
|
QUICK LINKS |
|
QUICK LINKS
FORMS & MANUALS
Direct Business Processing |
|
QUICK LINKS |
|
QUICK LINKS
Trading |
|
QUICK LINKS
COMPLIANCE |
|
QUICK LINKS
COMPLIANCE |
|
QUICK LINKS
Fidelity:
2019 Fidelity Tax Information
Pershing: 2019 Pershing Tax Information WEDBUSH: 2019 Wedbush Tax Statement Mailing Dates:
WIS: |
|
QUICK LINKS
IT Quick Reference Guide |
|
QUICK LINKS WHO IS AML? Isela Ortega-Wu, CAMS
Courtney Valek, CFE, CAMS
Department Mailbox Manuals |