E-Communication

WEB MEETINGS

• We will email you a meeting link
  
• Download the free GoTo Meeting app for your mobile device (Android, iPad, iPhone)
  

RECEIVE ACCOUNT CHANGE FORMS BY EMAIL*

Communicate with Advisor and Staff
Emails are automatically retained which helps us be compliant with FINRA rules and also assists us in efficient customer service

ONLINE ACCOUNT ACCESS/E-DELIVERY

• Centralized recordkeeping
  
• Investment company links are available on our website
  
• Save Money: Pershing now has a paper surcharge of $1 per paper statement and confirmation
  
• Use our Online Account Access link page to access your accounts
  

*Make sure we have your current email address on file by emailing info@boxfinancialadvisors.com.

Security Reminder: Read more on how to stay safe online -http://www.sec.gov/investor/pubs/onlinebrokerage.htm