Enterprise

Cetera

Hilliard Lyons

Waddell & Reed

MyCMO

Emails coming from the following email addresses will be going to the Enterprise Unassigned Cases:

hilliard@fmgsuite.com
mycmo@fmgsuite.com
waddell@fmgsuite.com

These are the following support numbers that feed into the Enterprise Phone Queue:

858-312-5578 (Waddell & Reed)
858-312-5546 (MyCMO)
858-312-5549 (Hilliard)

FCO Format

For any FCOs for Enterprise clients, please format the FCO like normal. In addition, please go into the FCO project and include the word "Enterprise" in the Project Name field. Also, please check the CO Priority box. The following image is an example.