Tag Archives: Electronic Statement

Clients/Clients Only – No action letters coming to your mailbox – Electronic to paper statement update …

Hello and happy Friday from a far…. The family, friends and pets are still in a cooler climate for one more week!

No Action Letters Coming Your Way

If you have not already received some sort of “No Action“ letter in the mail, be prepared because you most likely will.

Photo by Kate Macate on Unsplash

We do not have any control of these documents….. There is a lot going on with this so we expect continued notifications and apologize in advance for any confusion….

As a regular practice and part of the pending merger that will happen late next year, most all of us will receive some sort of documentation confirming various items such as addresses account numbers SLOA’s (standard standing letters of authorizations.)

Please review these documents at your convenience and let us know if you see anything that needs to be corrected, deleted, or updated. In almost all cases we find that there is no action needed.  But if there is…. The easiest way to “Fix” anything is a joint call with our back office support team…. Lot’s of paperwork is included in some of the letters, but again, a quick call is MUCH easier!

Apologies for the confusion but truly better safe over sorry for our collective safety….

Automatic Electronic to Paper Statement transfers

As mentioned a while back here, with over 95% of you receiving electronic statements a technology upgrade again linked to the pending merger has automatically transferred some of us from electronic to paper statements.

We reached out to many of you, but as technology goes, it’s likely a few slipped through the cracks… Not to worry, we have an easy email template of instructions to correct … thanks Jen!

In the next week we will get a list of those few that were transferred to paper and will be reaching out to each of you with an easy less than one minute fix!

We think/hope this is a very small group as we know the vast majority of you hate paper statements and we will correct it quickly.

Happy Friday, Talk Next Week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

How to Begin Receiving Electronic Statements

The following is a brief procedure to enable electronic statement delivery of your monthly statements. Due to recent technology updates, this procedure has changed slightly. If you are currently receiving electronic statement reporting, don’t worry, you are not affected.

So here we go:

Log into your account with your username and password by clicking on the “Account View” tab of our website at www.jkfinancialinc.com.

(If you do not have a username or password, let us know and we will have one set up for you in short order.)

Once in the website Click on the “Accounts” tab and then the “Profile” tab on the same page.

Under Account Information, in the far right side of the page click “Edit” enabling the drop down buttons for “Statement” and “Confirm” delivery and set them each to “Electronic”.

That’s it !

Now on a monthly basis you will receive an email reminding you that your electronic statement is ready for review.

To view any of your statements, confirms, and tax information, simply click on the “Documents” tab next to the “Profile” tab you have selected from above.

Have a Great Day!

JK