Tasks are how you request work from your Savvy team, from account maintenance and money movement to client changes. Follow the steps below to submit one from Savvy Dash.

How to create a task

  1. Log in to Savvy Dash.

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  1. Select “Create” in the upper left-hand corner.

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  1. Select the task type that matches your request. Most tasks have a description of what can be included, but adding more for clarity below:
    1. Money movement - use for any money movements including: ACH in, ACH out, journals, wires, checks
    2. Account maintenance - Beneficiary changes, account consolidation, bank link, add advisor to existing account, options and margins
    3. Client info change - name change, change of address
    4. Other task - if your task isn’t listed, please feel free to use this option

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  1. Complete the required fields. The information requested varies by task type, and each prompt includes instructions to guide you.

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  1. Select “Continue” to submit. Your request is shared with your Savvy team to action.

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What happens next

Once you submit, your task is shared with your dedicated Savvy team and appears in your task list in Savvy Dash, where you can track its status. The appropriate team is assigned automatically based on the task type, so there is no need to select a person. Your team works to the deadlines you set and will keep you informed if anything changes.

Frequently asked questions

Who sees my task after I submit it?

It is routed to your dedicated Savvy team. Depending on the task type, that is your Client Service Rep, Advisory Ops, or Investment Ops team. You do not need to select a person; the appropriate team is assigned automatically based on the task you choose.