H.D. Vest Financial Services is offering remote check scanning and depositing services to its network of financial planning advisors.
The company, which supports a network of 5,400 tax and non-tax professionals who offer financial planning services, said the new services would allow its advisors to provide same-day check processing for clients. Advisors can use standard desktop scanners to scan both sides of a client's check, along with the client's brokerage or mutual fund paperwork, and securely submit the images to H.D. Vest. The images are then routed electronically through H.D. Vest's operations department for deposit and account opening.
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