Operations Team
The Operations Team is here to help your back office run smoothly. Here are just a few of the many areas in which we work with you:
- New Account Processing
- Account Maintenance
- Money Requests
- Broker/Dealer Changes
- Custodian System Access
- Client Requests
Not sure where to start? Email Ashley Webb, Director of Operations: awebb@kingswoodus.com
Team Directory
Jennifer Beudeker
jbeudeker@kingswoodus.com
347-477-2702
Specialties: operational processing and DocuSign permissions
Aubrey Carter
acarter@kingswoodus.com
470-657-0758
Specialties: operational processing
Nicki English
nenglish@kingswoodus.com
858-649-1335
Specialties: Manager, operational processing
Brittany Jones
bjones@kingswoodus.com
470-607-0925
Specialties: operational processing
Val Peters
vpeters@kingswoodus.com
212-422-4789
Specialties: Supervision of enterprise operations
Ashley Webb
awebb@kingswoodus.com
470-607-0924
Specialties: Supervision of day-to-day operations and rep onboarding, RBC Access
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: RBC (Broker/Dealer)
Service Provided: Clearing Firm
Log-in Page: https://infoworks.rbc.com/
Who to Contact for Help: RBC
Training/Field Services - 800-949-0242
IT - 800-833-820-3276
How to Access: Kingswood establishes access for reps after you are onboarded
Company: Charles Schwab Advisor Services
Service Provided: RIA Clearing Firm
Log-in Page: https://si2schwabinstitutional.com
Who to Contact for Help: Charles Schwab Advisor Services at 800-647-5465
How to Access: Kingswood establishes access after you are onboarded
Company: RBC (RIA)
Services Provided: RIA
Log-in Page: https://advisorworks.rbc.com
Who to Contact for Help: RBC
Training/Field Services - 800-949-0242
IT: 833-820-3276
How to Access: Kingswood provides access after you are onboarded
Company: Maestro
Services Provided: Workflow
Website: n/a - it is a system you download to your computer
Who to Contact for Help: TBD
How to Access: Kingswood will sign you up after you are onboarded
Company: DocuSign
Services Provided: Captures information & electronic signatures
Log-in Page: https://account.docusign.com
Who to Contact for Help: Kingswood - Jenn Beudeker, Operations Specialist
917-530-3470 | jbeudeker@kingswoodus.com
How to Access: Jenn will establish your account once you are onboarded.
Company: TD Ameritrade Institutional
Services Provided: RIA Clearing
Log-in Page: https://veoone.tdainistitutional.com/#!/auth/login
Who to Contact for Help: TDA Institutional at 800-400-6288 | independence@tdameritrade.com
How to Access: Kingswood will establish access once you are onboarded
Company: Raymond James
Services Provided: B/D and RIA Clearing
Website: Please use the desktop app
Who to Contact for Help: TBD
How to Access: TBD
Company: WealthForge | Altigo
Services Provided: Alternative Investments Processing
Log-in Page: www.altigo.io
Who to Contact for Help: Altigo at clientsuccess@altigo.io OR
Douglas Blake at dblake@kingswoodus.com
How to Access: Kingswood will establish access if needed once you are onboarded