Folio has not issued Taxable account 1099s and Form 8949 yet

 Folio has not issued Taxable account 1099s and Form 8949 yet.  I am hoping they will be available soon. I will mail them to you as soon as they are issued.

Stephen Gerritz

Folio 1099s for Taxable Accounts will not be available to me until Friday the 5th

 Folio 1099s for Taxable Accounts will not be available to me until Friday the 5th. I will print and mail the 1099s as soon as I get them.

Stephen Gerritz

Folio 1099 Forms will be mailed to you after February 28th

 Folio 1099 Forms will be

mailed to you after February 28th.

Please make note of Gerritz Wealth Management, Inc new address

Gerritz Wealth Management, Inc new address is:

        Stephen L Gerritz

        274 Mt Echo Drive

        Medford, Or 97504

541-608-9958

Folio 2020 1099s and form 8949 Mailed out today!

 

Remaining Folio 2020 1099s and form 8949 Mailed out today!

Happy New Year 2021

 

Effective August 1st Shareholders Service Group accounts will be charged $2.50 for the paper delivery of a statement or confirm.

Dear Shareholders Service Group Clients,

For many years, SSG has had a “paper delivery fee” on our fee schedule for mailing statements and confirms.  However, SSG has not been not been charging this fee to many client accounts.  Unfortunately, the costs for printing and mailing statements and confirms are increasing, making it difficult for SSG to continue to waive the fees.  Therefore, effective August 1^st accounts will be charged $2.50 for the paper delivery of a statement or confirm. 

If you want to avoid this fee you must sign up for Electronic delivery notifications. With this option you would log onto the SSG website to view your statements. Call me to let me know if you want to switch to electronic notifications and I will send you the required form.

I think getting your statements mailed, regular mail, is the easiest way to get your statements and confirms. Logging onto the SSG website every month is a bit of a hassle.

Steve