What is the document submission processing cut-off? 

All submissions will receive a response or confirmation within 2 business days.

Where do I find my fee schedule? 

Your fee schedule is in your Non-Customer Contact Document Vault on the platform.

Why do I see my client's account at the custodian but I do not see it on the platform? 

Reach out to operations@creativeonewealth.com with the client name and account number. 

What if I need a Signature Guarantee for a client? 

Reach out to operations@creativeonewealth.com for the signature guarantee request form.

What do I do if I no longer am working with a client? 

Send an email to operations@creativeonewealth.com with the client name and/or account numbers asking for the account to be "delinked" from management.

New phone and can no longer access the custodian platform? 

For Schwab: send the 'SYMC' number at the top of your symantec app to operations@creativeonewealth.com asking for your authentication to be reset to the new code. For Fidelity: Call 1-800-523-5518.

Where can I get my advisor fee statements? 

Payment statements can be found in your non-customer contact document vault on the C1W platform.

Who do I reach out to with billing questions? 

billing@creativeonewealth.com.

What if I want to lower a clients fee? 

Please see "Lowering Account Fee Form" on the Operations tab, under billing.

What if I want to raise or change the structure of a clients fee? 

Have the client complete a new fee schedule and send to docsubmission@creativeonewealth.com for processing.

What is the Discretionary Trading cut-off time? 

Anything submitted prior to 2pm CST will be processed same day. Anything after 2 and before 3pm CST will be processed on best efforts.

What is the Model Trading cut-off time? 

12pm CST

How do I purchase CDs or Treasuries for my client? 

Email trading@creativeonewealth.com with the request.

What do I need to do to make sure dividends are being automatically reinvested for my client? 

Send an email to trading@creativeonewealth.com if you do not have access to the "reinvest" tab at the custodian.

Can you help me tax loss harvest a client's account? 

55ip might be a good solution for you. Reach out to as@creativeonewealth.com to get a demo.

Where do I submit advertising requests? 

All advertising request are submitting in MyComplianceOffice (MCO). Marketing will review and approve requests within MCO.

Who do I need to inform about an Outside Business Activity (OBA)?

 All Outside Business Activities request are submitting in MyComplianceOffice (MCO). Compliance will review and approve requests within MCO. 

I have a new staff member. What do I need to do to get them setup with an email address and platform credentials?

To begin the onboarding process, submit a Cybersecurity Roster request in MyComplianceOffice MCO. Please be sure to include the new employees name, phone number and desired email address. Once the Cybersecurity Roster is approved, compliance will email IT to setup the new email address.   

How do I reset my MyComplianceOffice (MCO) password? 

To reset your password or unlock your account, please contact the compliance mailbox at  compliance@creativeonewealth.com for assistance.  They can unlock your account or create a temporary password for you. 

I would like to bring on a new advisor. What licensing is required of them? What steps do I need to take? 

Please reference the C1W IAR policy which outlines, qualifications to becoming an IAR. Reach out to compliance@creativeonewealth.com with any questions and once you are ready to onboard a new advisor in your office. 

How do I report a change in my residential or business address? 

To report a business or residential change of address, please email compliance@creativeonewealth.com with your new address. Compliance will update your Form U4. If you report a new business address we will amend the cover page of your ADV 2B and provide you a new pdf to begin using, as well as upload a copy to your document vault. 

Where can I find my ADV 2B or E&O? 

You can find your ADV 2B, E&O and other documents, in your non-customer contact document vault on the C1W platform.

What is the C1W policy on purchasing cryptocurrency and/or other similar digital asset products?

 C1W’s policy states, if suitable, a household is allowed a total exposure up to 5% of its assets in cryptocurrency approved by our Investment Committee. 

How can I get setup to text clients? Advisors are allowed to text with clients using our third-party vendor MyRepChat. Contact compliance@creativeonewealth.com to get setup with MyRepChat. 

Do you all help analyze a client's current investments? 

Yes, see our Analysis How-To Guide for how to submit a request.

I have a high-net-worth prospect that I'm meeting with. Does your team help? 

Yes, we can help in a number of ways. Please reach out to as@creativeonewealth.com to schedule a call.

Can you all train me on the investments available? 

Yes, we offer one-on-one calls at the request of the advisor and we also host educational webinars.

Do you all offer full financial planning? 

We do not offer full financial planning. However, we partner with Retirement Analyzer and you can have access to this planning tool at no cost.

Where can I see the most up-to-date holdings and performance of the managers in the Model Marketplace? 

Model Center

How do I run end client reports? 

Reach out to as@creativeonewealth.com for a walk through of the Reporting Center

Can I create a proposal that includes an FIA? 

Yes, watch this webinar.

Can I add my logo to the platform, reports, and proposals? 

Yes, send a high resolution logo to as@creativeonewealth.com and we can get it added.

Can my clients have access to the platform? 

Yes, you can send your clients a Client Portal invitation. 

How do I place a trade request? 

For any Service Center questions, reach out to trading@creativeonewealth.com or see the How-To section.

How do I add an account manually to the platform for my client? 

Send the statement and a request to add the account to the platform to compliance@creativeonewealth.com. 

Reach out to advisorservices@geowealth.com for any of the below issues:

• I need to reset my credentials.
• Performance numbers look off for a client. Can someone look into this for me?
• I am trying to put cash to work on the Service Center, but it is currently labeled as 'Discretionary' and I need it to be classified as 'Unaffiliated Cash'.