Envestnet Brochures

RIA Marketplace Quickstart Guide

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3 © 2024 Envestnet, Inc. All rights reserved. For home office and advisor use only Getting access Reach out to RIASales@envestnet.com to enable your access to the program. STEP ONE If you currently have access to Managed Accounts through Tamarac, you will need to sign an addendum to your contract to access the FSPs and FSTM at the reduced rate. If you do not have access to Managed Accounts through Tamarac, you will need to contact our team to modify your contract. 20241002-3907655

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