Electronic Statement Delivery (E-Delivery) FundEX WebConnect
FundEX is pleased to introduce our new secure portal for our investors that will provide online access to your portfolio holdings, investment balances, asset allocations and account activity. For more information on how to get set up as well as how to enter for a chance to win a 16GB Apple iPad3, please click on the link below to open the brochure.
Web Connect Brochure April2012
If you haven’t already, you should be receiving shortly, your December 31, 2011 statement from FundEX.
This is an annual statement showing your mutual fund holdings as of December 31, 2011 as well as all transactions from the time we made our dealer move to FundEX in May 2011, up to the end of the year.
Please note that if you also hold GICs in any of your accounts, these will not be shown on your FundEX statement.