This is a guide to help you know what type of ticket you need based on your request. If you want to know the steps on creating a ticket please see this article.
If you are unsure as to what to mark your type or subtype, they are as follows:
↵ You can expand/collapse to see subtypes
* Required field
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New Business Request *Paperwork Only Existing Client Proposal Only Proposal & Paperwork - WE NO LONGER OFFER Question/ Status Update Paperwork Request *DocuSign Paper Copy N/A Proposal Only |
Operations ↵
Operations Request TypeMaintenance Forms Change of Address Name Change Beneficiary Update Transfer of Assets POA Mariner Compliance W-9 Tax Form Statement Request 1099 Request Account Closure Account Inquiry Commissions New Portal User Request Request Reports Other Mariner Portal RequestsAccess Issues Client Account Not Listed Resend Client Activation Email Reset Password Custodian Portal RequestsAccess Issues Client Account Not Listed Resend Client Activation Email Reset Password |
New Advisor ↵
Schedule an Onboarding Call *Preferred Meeting Time & Time Zone * |
Trading Requests ↵
TradingAllocation Adjustment Trade Order Missing Mariner PPW NIGO Other |
Advisor Portal
Completed Paperwork ↵
Completed PaperworkDocuSign Vault/Paper Copy NIGO |
Cashiering ↵
Request TypeNew Contribution New Distribution RMD Request NIGO Bank Verification New Money Movement Paperwork Roth Conversion Recurring Distribution Recurring Contribution Questions/Status Updates RecurringUpdate to an Existing Recurring Distribution New Request for a Recurring Distribution Update to an Existing Recurring Contribution New Request for a Recurring Contribution |
Proxy or Corporate Action Questions
Simple IRA Plan ↵
Simple IRA PlanSimple Transmittal NIGO |
Fill out the other fields as indicated by asterisks. Please note - any attachments added to tickets are only available while being logged into the ticketing system. They are secure. When you are finished, hit the submit button at the bottom left hand of the screen.
You can then click on the Tickets List icon to see a list of all tickets created by or assigned to you and follow the progress of each one.