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SIPC Protection

Coverage for cash and securities in protected client accounts is provided from two sources. The Securities Investor Protection Corporation (SIPC) protects up to $500,000, of which $100,000 may be cash. Additional protection has been obtained, at no cost to you, for the remaining net equity balance, if any, of the cash and securities in your accounts. This coverage does not protect against losses from any change in market values of investments.

Householding

Enroll in the Statement Linking Service and receive all of your account statements in one envelope. Included is a summary of portfolio values for all accounts in the same household. You can link family member's account statements to yours so that you can obtain a complete and accurate picture of your households' financial picture. A common postal address is required in order to link accounts. Please call your Howe Barnes investment executive to take advantage of this free service.

 

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