All confirmations and statements will be sent to the customer’s address of record. Statements and confirmations may be sent to an individual with power of attorney if the duplicates are requested in writing. A customer’s mail may be held by a brokerage firm for up to two months if the customer is traveling within the US and for up to three months if the customer is traveling outside the US.

Take Note!

A customer who is on active military duty for an extended period of time should open a military P O Box where mail may be sent



Types Of Accounts

Related Articles
  1. Personal Finance

    Consumer Spending on Travel Has Likely Peaked (PCLN, EXPE)

    While consumer spending on travel recovered quickly following the recession, it has been outpacing wage and GDP growth, and has thus likely maxed-out.
  2. Small Business

    What's Involved in Customer Service?

    Customer service is the part of a business tasked with enhancing customer satisfaction.
  3. Financial Advisor

    8 Ways Advisors Can Improve Direct Mail Marketing

    Here are eight ways advisors can improve their direct mail marketing efforts.
  4. Personal Finance

    Financial Tips For The First-Time Traveler

    Safeguard your wallet and ensure that financial mishaps don't ruin this once-in-a-lifetime experience for you.
  5. Personal Finance

    How Safe Is Traveling in Europe?

    Here, some factors to consider as you make your travel plans this year.
  6. Financial Advisor

    Is Travel Insurance a Good Idea?

    Is travel insurance a good idea for your next vacation? This is a look at what policies may or may not cover and when it makes sense to purchase coverage.
  7. Personal Finance

    How Safe is Traveling in the Middle East?

    Unrest in the Middle East dominates the news, but many parts of the region are safe for vacation and business travelers. A prudent traveler's guide.
  8. Tech

    How to Use Technology to Save Big on Travel

    How to leverage the online community and technology to create a one of a kind travel experience that's economical.
  9. Tech

    How Big Data Has Changed Marketing

    Big data has enabled marketers to enhance their customer engagement and customer retention strategies by providing insight into behavior and thoughts.
  10. Investing

    How Travel Stocks Have Performed Since Brexit

    Have travel stocks rallied or faltered since Brexit?
Frequently Asked Questions
  1. What Factors Cause Shifts in Aggregate Demand?

    Find out how aggregate demand is calculated in macroeconomic models. See what kinds of factors can cause the aggregate demand ...
  2. Who are Whole Foods' (WFM) main competitors?

    Learn more about Whole Foods Markets, who insists its products are sustainable. Thanks to the competition, however, its marketing ...
  3. What are the Differences Between Ex Works (EXW) and Free On Board (FOB)?

    Learn about Ex Works and Free on Board, the main difference between these Incoterms, and the responsibilities of buyers and ...
  4. What are Common Examples of Monopolistic Markets?

    Discover what causes real instances of market monopoly, how it persists and where monopoly privilege is most common in the ...
Trading Center