Common use of Reports and Statements Clause in Contracts

Reports and Statements. Folio, as broker dealer and custodian of your Program Account assets, will send you electronic notice of all confirmations of securities transactions and monthly statements of all activity in your Account. For your convenience, you may also access your Account information through the Ellevest Website. You are responsible for reviewing the confirmations and statements provided by Folio and reporting any discrepancies in the information directly to Folio. You authorize us to instruct Folio to send us trade confirms and monthly statements showing all transactions occurring in your Account during the period covered. Information regarding your portfolio holdings, performance, and tracking to goal will be available to you through the Ellevest Website. You may contact Ellevest by phone or email during its business hours with questions about the Ellevest Website.

Reports and Statements. Folio, as broker dealer and custodian of your Program Advisory Account assets, will send you electronic notice of all confirmations of securities transactions and monthly statements of all activity in your Account. For your convenience, you may also access your Account information through the Ellevest Website. You are responsible for reviewing the confirmations and statements provided by Folio and reporting any discrepancies in the information directly to Folio. You authorize us to instruct Folio to send us trade confirms and monthly statements showing all transactions occurring in your Account during the period covered. Information regarding your portfolio holdings, performance, and tracking to goal will be available to you through the Ellevest Website. You may contact Ellevest by phone or email during its business hours with questions about the Ellevest Website.

Reports and Statements. Folio, as broker dealer and custodian of your Program Account assets, will send you electronic notice of all confirmations of securities transactions and monthly statements of all activity in your Account. For your convenience, you may also access your Account information through the Ellevest WebsiteWebsite or Ellevest App. You are responsible for reviewing the confirmations and statements provided by Folio and reporting any discrepancies in the information directly to Folio. You authorize us to instruct Folio to send us trade confirms and monthly statements showing all transactions occurring in your Account during the period covered. Information regarding your portfolio holdings, performance, and tracking to goal will be available to you through the Ellevest WebsiteWebsite or Ellevest App. You may contact Ellevest by phone or email during its business hours with questions about the Ellevest WebsiteWebsite or Ellevest App.

Reports and Statements. Folio, as broker dealer and custodian of your Program Account assets, will send you electronic notice of all confirmations of securities transactions and monthly statements of all activity in your Account. For your convenience, you may also access your Account information through the Ellevest Website. You are responsible for reviewing the confirmations and statements provided by Folio and reporting any discrepancies in the information directly to Folio. You authorize us to instruct Folio to send us trade confirms and monthly statements showing all transactions occurring in your Account during the period covered. Information regarding your portfolio holdings, performance, and tracking to goal will be available to you through the Ellevest Website. You may contact Ellevest by phone or email during its business hours with questions about the Ellevest Website.