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Client Statements Provide Customization and Convenience
Your clients will find important information on the status of their investments more easily with Schwab Institutional’s new client statement format. You now have the option to provide them with asset allocation pie charts or column percentage displays. You can also incorporate your firm’s logo on the page.
In addition, you can now receive your monthly statement copies on CD-ROM. The electronic format reduces storage space, minimizes administrative handling and provides instant access to electronic statements directly from a desktop computer.
To take advantage of the new statement formats or to order statements on CD-ROM, simply fill out the New Statement Preference Form and submit it to your ISG team for processing. The form is available on SchwabLink Web™, or contact your Institutional Service Group.
