Solutions

How do I send a "thank you" E-Card to my Personal Advisor?

06/01/2024

To send a "thank you" E-Card to your SFI Advisor:


1. Go to your SFI Advisor page at the Affiliate Resource Center

2. Click your Advisor's name of the affiliate to whom you want to send an E-Card. The Affiliate Snapshot for your Advisor will appear in a popup window.

3. Select "Thank you" from the "Send an E-Card" dropdown menu.


4. Choose your "thank you" E-Card style from the available options.


5. On the E-Card preview page, enter your greeting and message content, read the important statement and check the "I agree" box, and click the Send Message button.


That's it! Your "thank you" E-Card is now on its way to your SFI Personal Advisor.



 

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