This form is an Assignment of Accounts Receivable. The assignor conveys all interest in the accounts listed on the Attachment included in the form. The accounts represent all outstanding accounts of the assignor from the sale of products or services.
Account Form Statement For Mutual Fund In Montgomery
Category:
State:
Multi-State
County:
Montgomery
Control #:
US-00400
Format:
Word;
Rich Text
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Please complete the attached Putnam mutual fund account application to establish one of the registration types below. General Information: The enclosed account statement contains important information regarding your account at Janney Montgomery Scott LLC ("Janney").Your brokerage account statement "keeps score" of your investments and reports all transactions during the statement period. What it is: A brokerage account within your retirement plan. Your cost basis election will be used to calculate the gain or loss on sales of mutual funds shares, for eligible accounts, acquired after January 1, 2012. Manage or update your mutual fund account information with these forms and applications (pdf format). The Consolidated Summary is a good place to start assessing your total investment picture and provides a concise, at-a-glance snapshot of all accounts included. Statements, confirmations, prospectuses, and shareholder reports are available online for your convenience.