On the Household Overview page, click Task. Then select Ops Task.
Select Client review presentation from the task list
Click on the checkboxes to select the slides you would like to include in the presentation deck, then click Next.
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You can always refer to the example presentation linked on the left-side details of this step. Please also note the turnaround time listed.
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Be sure to include any relevant details for our Investment Operations team. You can add a requested due date if necessary.
After you click Create task, our team will automatically be notified of your request. They will update the task status once they begin to prepare the deck, and reach out to you if any clarification is needed.