EFTA00374395.pdf

From: Evan Wax czi To: Evan Wax czi Bcc: ' Subject: Updated ADV and two scottrade.com notices Date: Sat, 15 Feb 2014 17:26:02 +0000 Attachments: 20140212_ADV_Form_2A.pdft Privacy_Policy_Statement.pdf Clients, Each year Investment advisers are required to deliver an updated form ADV Part 2A and the firms existing privacy policy to clients. These documents are attached. Feel free to read them at your leisure. Also, 2013 1099s are now available online at scottrade.com. To access them: I .Log into your account at www.scottrade.com 2. Select the "My Account" tab. 3. Choose "Account History" from the left side menu. 4. Select the "Tax Statements" tab. Lastly, Scottrade is now able to offer electronic delivery of account statements, trade confirmations and shareholder information. To sign up for this feature: I .Log into your account at www.scottrade.com 2. Click the My Account tab. 3. Select My Information and Preferences from the left-hand menu. 4. Click the Account Preferences tab. 5. Choose electronic delivery settings. I would recommend changing your setting to electronic delivery since as a result of this update Scottrade will no longer be providing physical statements at no charge. There will be a $2 charge per statement delivered via physical mail effective May 1, 2014. EFTA00374395 I am sorry for this inconvenience. If you want physical statements they are easy to print from the website and that is cheaper than the $2 monthly charge. If you have any questions please feel free to reach out anytime a or via e-mail. Thank you, Evan Evan Wax Founder and Portfolio Manager Wax Asset Management EFTA00374396