Team Membership FAQ |
Team Memberships Ready to sign up for Team Membership? Click the link below.
Q: What are Team Memberships? A: Team Memberships are available to those who have 2 or more persons on a team who are interested in a PMI membership. Q: Who is eligible for Team Membership?
A: You must be on a team to be eligible for Team Membership. All team members must work under the same practice name, but may have any job function including FAs, FAAs, analysts, CSAs, etc. Q: Who is eligible to be the "Master" on the team account? A: The Master Team Member must meet eligibility requirements for an Individual Voting Membership and all team members must work under the same practice name but may have any job function including FAs, FAAs, analysts, CSAs, etc. Q: What qualifies for an Individual Voting Membership? A: Those that have PM status within the Morgan Stanley firm. Also open to FA's that work on a PM Team. Q: What if someone on the team is an existing PMI member? A: If someone on your team is a previous/current PMI member we will update their profile and attach it to your team Q: Can the Master add another team member at a later date? A: Yes, but the newly added member will have the same expiration date as the team. All members on the team account will have the same expiration date, 12/31 the year of sign up. Q: What is the cost? A: The Team Membership cost will depend of the Team Level selected. There are 4 levels to choose from. Please note that the master team member will receive a single invoice for the entire team, there will not be separate invoices for each person.
Q: What do I do once I have paid the invoice for Team Membership? A: Once the invoice has been paid all memberships will be activated and each member on your team will receive an email to login and review and finalize their member profile. (The Master on the account will send an invite link to the email address of the team member).
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