For many investors, sorting through the maze of financial advice can be a daunting task. The 10,000 baby boomers retiring each day (according to AARP), face myriad of choices. Among those, include selecting the right financial professional to help with complicated retirement decisions.
Important Information About Procedures For Opening a New Account
To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.
What This Means For You
When you open an account, we will ask for:
- Your name
- Date of birth
- And other information that allows us to identify you.
We may also ask to see your drivers license or other identifying documents. In some cases, identification will be requested for current
account holders if original documentation was not obtained with the opening of the account. In all cases, protection of our customers’
identity and confidentiality is our pledge to you.
We proudly support all efforts to protect and maintain the security of our customers and our country.