Account Servicing FAQ and Answers
We encourage you to read electronic PDF material provided below before submitting a request.
Should you require immediate assistance, please dial (989) 633-5400.
Account Maintenance
Answers to general questions about topics like data updates or corrections, beneficiary allocations, or a death notice.
Asset Movement
Answers to general questions about topics like RMDs, custodial ownership transfer, and verbal authorization.
Submit a Client Inquiry
For your security, please do not remit personal information (account numbers, social security numbers). Please do not submit trade or money movement requests via this form, as they cannot be processed in this manner. All submissions will be addressed with a direct phone call to you for identity verification and corresponding verbal authorization.