Paper-free or pay for fees
Going paperless not only saves paperwork. It saves money.
Beginning in January 2024, Pershing LLC is imposing a $2 monthly paper subscription fee on clients who are not yet receiving all communications electronically.
Pershing, the clearinghouse used by Landaas & Company, also will charge $15 annually per account for paper tax documents clients receive.
To avoid fees, clients should log in to their NetXInvestor account and go to Communications ⇒ Settings ⇒ e-Delivery Preferences.
Unraveling the role of paper, by Joel Dresang
Providing for your digital survivors, by Joel Dresang
Online, en garde, by Joel Dresang
CLICK HERE for the Landaas & Company YouTube playlist on personal financial security online.
(initially posted Nov. 6, 2023)
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