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United Financial Year-End Statement and Tax Receipt Mailing Schedule
United Financial
Clients invested in our United Financial Solutions can access personal account information on those accounts.
Private Client Managed Portfolios
Clients invested in our Private Client Managed Portfolios can access personal account information.
Evolution Private Managed Accounts
Evolution clients can access personal account information.
Optima Strategy
Clients invested in Optima Strategy can access personal account information on their accounts.
Assante Year-End Statement and Tax Receipt Schedule
Assante InvestorOnline
Clients of Assante advisors can access personal account information for all fund company accounts held at Assante.
Assante InvestorOnline (formerly ClientNet)
Clients of Assante advisors can access personal account information for all fund company accounts held at Assante.
Unclaimed Property
If you hold Evolution Private Managed Accounts or Optima Strategy and think you may have unclaimed property, please click here.
