Requesting Wealthscape Proxy Access

To request Wealthscape proxy access to another user, please complete the information below and send via email to NFSinternet@massmutual.com.

This email must be sent by the registered rep OR the registered rep must be Cc’d on this email. 

-- Email Start --

• Requestor name (person who needs  proxyaccess): 
• Requestor AA/AE number: 
• Is trading access on Wealthscape and Envestnet needed?
  • If requesting access to individual advisors, please obtain approval via email from each advisor and attach it to this request. 
  • If requesting access to an agency, please obtain GA approval via email and attach it to this request. 
• If yes to trading access, has the Advisor Select Modules in Distance Learning been completed? 
  • Envestnet / Advisor Select trading access will be entitled within two/ three business days (48-72 hours).
  • Questions or concerns pertaining to Distance Learning can be emailed to BDTraining.
• Registered rep names (reps who are granting proxy access): 
• Registered rep AA#s: 
• Additional comments: 

-- Email End --

Note: The individual requesting proxy access must be MMLIS Registered or NRFed in order for proxy access to be approved.

Note: If requesting trading access, please wait on confirmation from NFS Internet prior to attempting to place a trade on Envestnet. 

Note: In the case where access is needed to the entirety of the agency's Wealthscape records, please obtain GA approval and attach to the email, and include the form field below:

• Is all-agency access needed? 
  • Please obtain GA approval via email and attach it to this request.