25 November, 2016 Financial Planning Total Client Experience

Understanding Your Statement

Beginning in 2017, you will receive two new annual reports reflecting the performance and cost of your investments. These reports will be for the January-December time-frame. Overall, these new reports aim to enhance your understanding of the overall performance of your investments as well as the cost and compensation related to your accounts. Click on the following video to find out more about what you can expect to see in these new reports.