Only proxy materials and checks are sent to the mailing address. Any other mail, including security devices or debit cards, are sent to the residential address unless otherwise specified by the client.
Why do I still receive physical mail if I updated the mailing address?
Powered by IBot
Do advisor clients receive statements in the mail?
Can I list a P.O. Box as my residential address?
What address is my check withdrawal mailed to?
How does a client know their username and password for the Semi-Electronic application?