As part of their Terms & Conditions review, existing clients will be required to review their delivery preferences, which will be pre-selected for eDelivery. Clients will have the option to remain on mailed delivery, but we highly recommend they turn off physical mailings to increase the security of their account(s).
W H Y T H I S M A T T E R S
Security threats such as mail theft, account takeover attempts, and phishing are on the rise. This is why accessing personal information through secure, authenticated digital channels is more important than ever. This update is designed to support that goal while maintaining flexibility and choice for clients.
C H A N G E S I N T H E T E R M S A N D C O N D I T I O N S
The updated Terms & Conditions include automatic enrollment in paperless delivery for any newly added accounts. Review of the Terms & Conditions also prompts a required review of delivery preferences for existing accounts.
W H Y e D E L I V E R Y
Going paperless helps clients access statements faster while better protecting their personal financial information. Clients enrolled in electronic delivery will receive email notifications when documents are available, with all materials accessible in a secure, centralized location within Account View.
Schedule An Appointment by Email or give us a call: 724.537.2799.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
The services, tools and information, as well as privacy and security measures, offered herein are provided by eMoney Advisor, LLC. For more information on eMoney’s privacy policy and security safeguards, please visit www.eMoneyadvisor.com. LPL and SecondHalf Coach Wealth Management make no representations or warranties of any kind about the information, products or services contained herein.