For the very small handful that receive paper statements, you will be unaffected by this post, however we highly encourage you to consider electronic statements .. as it is much greener and with today’s mail service many times much safer.
If you are on the fence, now is your chance as we are in the Electronic Set up Mode!
Takes less than three minutes to set up and change back to paper is very easy should you decide to do so!
For a Few that have not logged in under Main Social for Account
There is a small group that will be receiving a letter asking you to login to your electronic view here.…or as noted below, on our home page the “Account View” tab will get you there too! The slightly confusing part of this letter is a login, yep, just one is required per each main account Social Security number in order to keep from automatically reverting to paper statements.
We have the list, and we thought we had a workaround, but we do not. Grrrr (At least yet…stay tuned-ha)
We will be helping everyone take 1 to 3 minutes to login so that they are removed from this list and maintain electronic delivery.
Our apologies for the confusion, and the trouble, we don’t make the rules but we certainly abide by them. This is part of the coming merger late 2023!
We will be in touch with everyone affected and we thank you for again for your patience.
Have a Great “Keep Electronic Delivery” Day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth