Forms and Documents
Forms and Documents
Reminder: New Self-service Options Available
Self-service capabilities are available for Connect online portal users. They include:
- Account contact record updates
- Managing account contact permissions
- Managing ACH and wire instructions
These capabilities can be found by logging into Connect. From there, self-service options can be found under the "Organizational Settings" tab on your dashboard.
For questions about the Connect online portal or to get your portal set up, contact CSGMWW@pfmam.com.
Self-service capabilities are not currently available for all facets of account management.
For additional information or assistance completing any form, please contact us at 1-888-4-MSDLAF.
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