Introducing SMS Notifications

We have made several enhancements to our document processing that we would like to share with you.

Effective Monday, August 1st: We will send notifications of all funds leaving accounts via text (SMS), or email if no mobile number is on file. You will have the ability to opt-out of these notifications at any time.

We will send notifications for all funds leaving accounts via check or wire, regardless of the amount. This will include:

  • Asset purchases
  • Distributions
  • Transfer-out Transactions

You are not required to take action on these notifications, unless you did not make the request.

If you have any questions regarding these notifications, please contact our Customer Service Team.