Charles Schwab Statements

By Myra O’Dell

Are you missing your Charles Schwab statement for July or August? Beginning in July of this year, Charles Schwab made the decision to change the frequency of statements for accounts with no activity or only a minor transaction such as the payment of interest on cash. For such accounts, you’ll receive a quarterly statement instead of monthly. You’ll continue to receive a monthly statement when your account has transactions such as deposits and withdrawals, trades, and stock dividend distributions.

As always, if you have any questions or need any information regarding your account, give us a call at 423-283-9821.

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