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IAMS

Fusion Elements 3.0

Accounts overview
Assistant
Tickets
Strategies
Billing
My Files
Resources

Partners

AAdvisorCRM
NNitrogen Wealth
SSchwab Advisor Center

AR

Ashwood RIA

Alex Reyes

Wizard

Distribution

Step 1 of 5Account

Step 1 of 5

Account

Source account

Search accountNumber, household, or owner

Distribution summary

Account—

Owner—

Gross—

CadenceOne-time

MethodACH

ReasonNormal (age 59½+)

Net to client—