Osaic is making changes to their paper delivery policy. As disclosed on your January statements, paper fees will start being assessed. You will notice these on your June 2025 statement. If you would like to elect to go paperless to avoid future paper fees, please sign up using this link to register: HERE

In lieu of a detailed statement, there is a complimentary quarterly performance summary available to our clients via paper. if you would like to receive this report through mail, please sign up using our "register now" button on this page.

Tax documents can still be mailed out on an annual basis at no additional charge.