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 firstname.lastname@example.org.
We’re available Mon-Thur 8am-5pm (MST) and Fri 8am-4pm (MST), excluding market holidays.
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 and if you would like to receive them in cash, just let us know.
- E-delivery of documents. If you would like to receive printed copies of the following, where an additional fee may apply, please let us know.
- Account Statements
- Prospectus & Proxy Materials
- Tax Forms
- Shareholder Reports
- 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.
Thank you for putting your confidence in Shelton Capital Management.