The Accounting Team is responsible for processing all commission and advisory fee payments to registered representatives/advisors monthly. Issues year-end 1099’s. Assists with other accounting related updates (i.e. direct deposit changes). Here are just a few of the many areas in which we work with you:
Specialties: Department oversight & supervision of all Accounting functions
Specialties: day-to-day accounting
Third Party Partnerships
We work with several third-party vendors to help your back office run smoothly. If you have questions about any of them and how they can help your firm, please contact the operations team.
Company: Paychex (formerly Oasis)
Service Provided: Remittance of 1099 payments for commissions/advisory fees. Reps can access their monthly paystubs and year-end 1099’s from the portal.
Log-in Page: https://portal.oasisassistant.com/
Who to Contact for Help: Kingswood. Please contact Tracey Knight at 954-494-7377 or Nikita Brown at 770-317-4733
How to Access: Upon Receiving new rep notifications from Ops, Accounting will send an email to new reps to start the onboarding to Paychex