We know that market fluctuations can be distracting. Fortunately, we also know that taking the long view is a prudent approach to investing. We’re making a change to help you focus on your financial future and tune out the noise.
If you receive paper statements in the mail today, beginning this summer, you’ll receive quarterly statements only*. This change is automatic, so you don’t need to take any action. If you’d like to continue receiving monthly paper statements, please let us know and we’ll keep your preference set to monthly delivery.
Eight fewer paper statements each year means less clutter in your home and increased security of your information. With less of your personal information in the mail and trash, you are better protected.
If you’d like to reduce mailings further, you can sign up for Account View, our secure client portal, and select the paperless option. In Account View, you can view all of your statements and additional up-to-date account details when it’s convenient for you, 24/7.
Please let us know if you would like to get set up and we’ll walk you through the process.
If you’ve already opted for paperless in Account View, you’re all set! Your experience will not change and there’s nothing for you to do.
Your account statements are a useful tool in our continuing conversation about your financial future. Please don’t hesitate to contact us if you have any questions or want to discuss your investments.
As always, please feel free to contact us with any questions or concerns.
The Wealth Advisors at Solis Wealth Management