Your account statement

 

You will receive an account statement every quarter, or monthly when there is activity in the account. In addition, you will also receive a quarterly portfolio review statement, which shows how the value of your portfolio has changed over various time periods. 

 

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Client Account  Agreement

The Client Account Agreement defines the terms of your agreement with us, describes how we operate your account, outlines how we are compensated for the services we provide to you, and details how we protect your privacy. 

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