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Get Application To Receive Customer Statement And Information
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How to fill out the application to receive customer statement and information online
The application to receive customer statement and information is an important document for users who wish to receive their account statements via email. This guide provides clear, step-by-step instructions on how to complete the form online, ensuring a seamless process for users.
Follow the steps to complete your application successfully.
- Press the ‘Get Form’ button to obtain the application to receive customer statement and information, and open it in your chosen editor.
- Enter your email address in the designated field to specify where you would like to receive your customer information.
- Fill in your account name as it appears in your records. This ensures that your statements are associated with your correct account.
- Provide your account number(s) in the appropriate section. Make sure to double-check for accuracy.
- Indicate your preference for the types of statements to be transmitted via email by checking one of the options: all daily and monthly statements or daily statements only.
- For margin call notices, check the box if you wish to receive them via email.
- In the special instructions section, choose your preferred daily statement frequency by checking one of the options: activity generated statement or statement every day.
- Once all fields are completed, print the form and sign where indicated, ensuring that both signatures are provided if applicable.
- Return the completed form to ADMIS by one of the following methods: fax to 312.242.7151, mail to ADM Investor Services, Attn: GoGreen, 141 W. Jackson Blvd. Suite 1600A, Chicago, IL 60604, or scan and email it to gogreen@admis.com.
Complete your application to receive customer statements online today.
To run a transaction statement: Go to the Customers tab. Click on the name of the customer. Click New transaction. Select Statement. Click on the drop-down under Statement Type, and choose Transaction Statement. Select the correct Start Date and End Date. Click Apply.
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