Advisor clients may receive quarterly activity statements by mail at the mailing address registered on the account. For this reason, clients should ensure that their mailing address is always accurate and up to date in Client Portal.
Quarterly statements and other account reports are also available electronically through Client Portal. Clients can log in and go to Performance & Reports to view and download available statements in PDF format.
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Por favor, ingrese sus datos sin acentos, tildes ni caracteres especiales
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