A: Contact your client services representative by phone or email or through the MySavant Portal.
A: Click the “Forgot Password” link on MySavant Portal to reset your password. You must call us to confirm your username or for further assistance.
A: Write a check payable to your custodian (not Savant) and indicate the account number on the memo line. If you have incoming bank instructions set up on your investment account, another option is to call your client services representative who can request a transfer of funds from your bank to your custodial account.
A: Your client services representative will determine if a signed form is required and will provide the expectation as to when funds will be received. If you have bank information on file, your client services representative will be able to send the funds directly to the bank on file. We will not act based on a voicemail or email request for withdrawal without verbal authorization.
A: We work in teams, so there is always someone to assist you. Call our office, and we will get you connected to a team member who can assist.
A: Yes! Even if you receive your quarterly reports electronically, we need to update your address in our records and with your custodian.
A: Yes! Please reach out to your client services representative who can help set that up for you.