THANK YOU
You successfully submitted your account application.
We may contact you to confirm or request information to finalize your account. If you prefer, please call (800) 955-9988 or email info@sheltoncap.com.
We’re available Mon-Thur 8am-5pm (MST) and Fri 8am-4pm (MST), excluding market holidays.
ACCOUNT OPTIONS:
The following standard options on your account can be changed by contacting us at (800) 955-9988, Mon-Thur 8am-5pm and Fri 8am-4pm, most business days.
- Dividends Reinvested. All dividends will be reinvested into your account. If you would like to receive them in cash, just let us know.
- Cost Basis: Average Cost Method. This is the calculation of an average cost for all shares in the account. Any shares redeemed or exchanged will be First in, First out order (FIFO). You can contact us to select Specific Share Identification, where specific shares are identified to be exchanged or redeemed at the time of the transaction. You may also provide standing instructions regarding the order in which shares will be exchanged or redeemed at the time of the transaction. You may want to consult your tax advisor to determine which cost basis method is best for you.