Broadridge Advisor: Client Communication Examples

These are a few examples of client communication tools available via Broadridge Advisor. If you are a member of the PFP Section, inclusive of PFS Credential holders, you already have full access to Broadridge as a part of your member benefits. When you access Broadridge Advisor, you will be prompted to enter your user name and password at which time you will taken directly to the Broadridge homepage where you can access a multitude of resources.

If you are not currently a member and would like to gain access to Broadridge Advisor, among other benefits, join the PFP Membership Section.

Note that documents can be saved as PDFs, HTML or Word documents and can be excerpted or added to your personalized content as relevant. 

These are a few examples of client communication tools available via Broadridge Advisor. If you are a member of the PFP Section, inclusive of PFS Credential holders, you already have full access to Broadridge as a part of your member benefits. When you access Broadridge Advisor, you will be prompted to enter your user name and password at which time you will taken directly to the Broadridge homepage where you can access a multitude of resources.

If you are not currently a member and would like to gain access to Broadridge Advisor, among other benefits, join the PFP Membership Section.

Note that documents can be saved as PDFs, HTML or Word documents and can be excerpted or added to your personalized content as relevant. 

Resource Centers

These pull together a variety of resources on categories of clients including presentations, videos, seminars, FAQs, and additional articles.  There are resources covering Retirement Plan Participants, Women, Social Security, and Health Care Reform.  View topics included in each Resource Center.