Client Digital Resources

March 31, 2020 | Jason Fields & Curtis Grainger


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With our current environment and the Fields Grainger Team working remotely we want to familiarize our clients with some of the many electronic options we will be utilizing during this time, but that also provide some flexibility on ways we can do business now and moving forward.

 

We will be increasingly using our Two-Way Message through Dominion Securities Online Message center. This allows us to send you a secure message with documents or instructions for you to respond directly back to. Please click here for further instructions on how to use Two-Way Messaging.

 

For Apple product users we have included this video with a tutorial on how to scan a document and email it directly from your phone/iPad. This is handy after you have signed the documents we have sent you if you don’t have access to a scanner. Bonus, no additional Apps required!

 

More and more frequently we are asked what the easiest way to access your statements are, especially during tax season or when clients are abroad. Not only can you switch your monthly statements, but you can also request your annual tax packages to be electronic. This allows you easy access come tax season to open and forward your tax information to your accountants. Open this document to see instructions on how to change your documents to eDocuments.

 

As always if you have any questions please don’t hesitate to contact us!