RE: Maxwell
Good afternoon,
Ms. Maxwell has new accountants so we would like to make sure they are given online access to her accounts. I'm certain this will require forms for Ms. Maxwell's signature so I will wait to hear from you on the next steps.
Thanks so much,
CONFIDENTIAL
UBSTERRAMAR00003306
EFTA00238681
Hi
Confirming we are looking into this.
Thank you!
Ely
*UBS
Elyanna Rivas
Client Service Associate
UBS Financial Services Inc.
Private Wealth Management
CONFIDENTIAL
UBSTERRAMAR00003305
EFTA00238680
Phone: Fax:
Hi
Per the request below, please provide the contact information for Ms. Maxwell's new accountants who want online access, including first and last name, email, phone number, and address. Once we have this information on file, we will reach out to Ms. Maxwell to verbally confirm the information for online access.
Please let us know if you have any questions.
Thank you!
Ely
UBS
Elyanna Rivas
Client Service Associate
UBS Financial Services Inc.
Private Wealth Management
