I want to take the time to sincerely thank you for being the liaison between your FA’s and Newtek. I understand and appreciate the Private Banker’s role in helping your team and office succeed. We at Newtek are truly grateful to work with you.
In order to make your job easier, I have outlined below how your FA’s can request a NewTracker account and how to access Newtek’s Referral Systems and Information Center:
- Requesting a NewTracker account to submit referrals:
- Accessing Newtek’s Referral Systems and Information Center:
- Via the 3DR application on your desktop, or accessed via the Morgan Stanley Intranet browser:
- Hover over “Solutions”
- Select “Private Banking Home”
- Select “Newtek Referral Program” from the menu options on the left side of the page
- The Newtek Referral Program page provides product content as well as links to:
As always, I am available any time you or an FA has a question or would like to discuss a potential opportunity. Please do not hesitate to contact me.
Regards,
Tom |
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