June 2016

ITS SUMMERTIME!

Important Change Coming to Client Statement Schedule:

Starting July 2016 you will only receive a monthly statement for accounts with qualifying activity (ic. deposits, withdrawals, trades).
Accounts that do not have qualifying activity will receive statements on a quarterly basis.  This applies to paper, electronic and bundled statements.

Summer Travel Reminder:

Remember to contact your bank and/or credit card companies prior to any summer travel especially if traveling abroad.  Many card issuers and financial institutions will reject out of state or foreign transactions until you tell them that you are travelling.

e-Delivery:
Did you know that switching to online statements and trade confirms will not only reduce the clutter in your mailbox but it can reduce your equity trading costs.
Contact our office for details or if you are already an online account client, review the Client FAQ’s page for instructions on how to set up e-Delivery

Wire Requests:
Please note that Alpha Omega will not accept wire requests via email.  Clients needing assistance with these transactions must contact our office directly.

Identity Theft:
Please check our Clients FAQ’s page for a list of tips to safeguard you and your family!