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ANNUAL REVIEW
Meet Your Instructor
Michael Wallace
Senior Executive Vice President, CRPC©,
Financial Services of America
Email: mwallace@fsa-1.com
Introduction to Annual Reviews
How to find this form on ACCESS
The Annual Review form can be found on ACCESS in one of 2 ways.
- 1. Click on the Documents tab
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Annual Review
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Service Packages
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This form can be found in the Renewal folder for all service packages (FSA Consolidated Asset Sheet_Client Service Report 2021).
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2. You can also use the search bar to find this form.
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Click on the Documents tab
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Type any of the following phrases in the search bar (located in the upper right hand corner) and the form will populate:
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FSA Consolidated Asset Sheet
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FSA Consolidated
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Client Service Report
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