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Can I have duplicate statements sent to another family member, advisor, CPA, attorney or other trusted party?

April 26, 2017advisor attorney CPA duplicate family party sent statements trusted

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Can I have duplicate statements sent to another family member, advisor, CPA, attorney or other trusted party?

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Yes, we can arrange for family advisors and/or members to automatically receive duplicate statements. We can also send your accountant cost basis information and year-end tax statements.