Disclaimer – Please read carefully
This investment summary is not the official account statement and is for information purposes only. Their accuracy and completeness cannot be guaranteed.
For accounts held in client name, the official record of holdings will be the statements and confirmations sent by the fund companies. For self-directed accounts, the official record of holdings will be statements and confirmations sent by the intermediary. We make every effort to ensure that the information on this investment summary is correct. Market prices shown were obtained from third party sources believed to be reliable; however their accuracy cannot be guaranteed.
Please review this statement carefully and notify your financial advisor if there are any discrepancies. Mutual fund investments may have associated commissions, trailing commissions, management fees and expenses. Please read the prospectus to ensure you understand how they can apply. Mutual funds are not guaranteed – their values change frequently and past performance may not be repeated.
eDelivery of your Account Statements is now available. Click here to learn more »