New rules of a few years ago, mandate a snail mailing of all standing authorizations of account linking.
Given the US postal service troubles over the last few years, and especially over the the last two, almost everyone who is a client … out of safety and convenience has an account linking allowing us to transfer funds to and from bank accounts, savings accounts and the like.
Coming soon via mail, is a relative new mandatory notice of these account links, that looks something like the following:
Take a peek, and if you see an old account that needs to be removed, just reach out and we can easily have the link terminated.
Have a Great “SLOA Reminder” day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth