This communication strictly intended for individuals residing in the states of CA, FL, GA, IL, IN, NC, NE, NH, OH, SC, TX, VA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial NetworkÂ, Member FINRA/SIPC, a Registered Investment Adviser.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IL, IN, KY, NC, NM, NV, NY, OR, PA, SC, TN, TX, UT, WA, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Christopher L. Phelps (CA Insurance Lic #0H38666) is a Registered Representative and an Investment Adviser Representative with/and offers securities and Advisory services through Commonwealth Financial NetworkÂ, Member FINRA/SIPC, a Registered Investment Adviser.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Moneydance can connect to the following financial institutions using the OFX (Open Financial Exchange) online banking protocol. Some banks support online bill payment and transaction downloading while others provide only downloading capabilities. Please note that some banks charge for the ability to use their banking services in this way. We encourage you to clarify this information with your bank.
Yes. The account owner can roll over funds from one 529 plan to another with certain limitations. If you are a current account owner, download our rollover form or contact your financial professional.
Accounts in Scholar's Edge are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The securities held in the Plan accounts are neither FDIC insured nor guaranteed and may lose value. The Board has no legal obligation to provide financial support to the Plan or Plan accounts, and you should not expect that the Board will provide financial support to the Plan at any time. Account Owners do not invest in, and do not have ownership or other rights relating to the underlying investments held by the Plan's investment options. The underlying investments are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial NetworkÂ, Member FINRA/SIPC, a Registered Investment Adviser.
For a Coverdell ESA, you must submit an account statement issued by the financial institution that acted as trustee or custodian of the Coverdell ESA that shows the principal and earnings portions of the redemption proceeds.
Shares of mutual funds are not deposits of, or guaranteed or endorsed by, any financial institution; are not insured by the Federal Deposit Insurance Corporation (FDIC), the Federal Reserve Board, or any other agency; and involve risk, including the possible loss of the principal amount invested.
Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any Putnam fund or product, contact your financial representative, call Putnam at 1-888-4-PUTNAM (1-888-478-8626), or click on the prospectus section to view or download a prospectus. Please read the prospectus carefully before investing.
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