February 10, 2021
Kevin Ellman CFP and CEO, and Elizabeth D’Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC explain Kestra’s New Paperless Statement Delivery System.
Steps to enroll:
- Visit: https://www.wealthscapeinvestor.com/kestra
- Click the “Register” link
- Enter the last 4 digits of your SSN, your name, and your date of birth. Click NEXT
- Enter your account number
- Create and verify your new password
- Select a security question and type your answer in the box. Click NEXT
And you’re done!
Deadline to enroll is April 1, 2021.
Need assistance? Contact Elizabeth D’Aleo at firstname.lastname@example.org or (845) 596-9740.