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. Small Business

    What's Involved in Customer Service?

    Customer service is the part of a business tasked with enhancing customer satisfaction.
  2. 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.
  3. Retirement

    Retirement Travel: Good And Good For You

    Research shows a big disconnect between how many Americans dream of travel during retirement and who saves enough to fund those trips. Don't miss out!
  4. Insights

    How Brexit Will Affect Travel to Europe

    The Brexit vote is likely to cause travel to London to get much less expensive in the near term.
  5. 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.
  6. Personal Finance

    How Safe Is Traveling in Europe?

    Here, some factors to consider as you make your travel plans this year.
  7. 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.
  8. Insights

    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.
  9. Insurance

    The Basics Of Travel Insurance

    Before going on your trip, find out what kind of insurance coverage you will need.
  10. Retirement

    Want to Travel the World in Retirement? Here's How

    Dreaming of a retirement spent traveling the world? Here's how to start turning that dream into reality.
Frequently Asked Questions
  1. Depreciation Can Shield Taxes, Bolster Cash Flow

    Depreciation can be used as a tax-deductible expense to reduce tax costs, bolstering cash flow
  2. What schools did Warren Buffett attend on his way to getting his science and economics degrees?

    Learn how Warren Buffett became so successful through his attendance at multiple prestigious schools and his real-world experiences.
  3. How many attempts at each CFA exam is a candidate permitted?

    The CFA Institute allows an individual an unlimited amount of attempts at each examination.Although you can attempt the examination ...
  4. What's the average salary of a market research analyst?

    Learn about average stock market analyst salaries in the U.S. and different factors that affect salaries and overall levels ...
Trading Center