Final Reminder: Changes to Schwab’s Statement Schedule
Starting with July 2016 statements (which would be received in August), Schwab will send monthly statements only for accounts with qualifying activity and accounts that do not have qualifying activity will receive statements on a quarterly basis. Schwab defines qualifying activity as transactions including deposits, withdrawals, trades, and stock dividend distributions and re-investments.
Yeske Buie, however, will continue to post monthly reports to your Client Private Page® where you can access your account balances and performance information. If you would like to continue to receive monthly Schwab statements regardless of qualifying activity, please contact Victoria HarrellASAP as today is the final day to make this request with our Schwab service team. Learn more about this change on our website and feel free to contact us with any questions.
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.