We’re pulling back the curtain yet again with the third installment of my blog post series, “Behind the Scenes at P&A”. Previous...
READ MOREQuarterly Account Reviews
by pittand | May 27, 2021 | Client Services & Operations, P&A Articles
Welcome back to another blog post in the series “Behind the Scenes at P&A”! If you missed last month’s installment, you can read it here....
READ MOREYour cybersecurity
by Diane Klein | May 25, 2021 | Cybersecurity, P&A Articles
I recently read an article about “keeping yourself cyber safe.” Some days it feels like every other article I read is about someone scamming...
READ MORESchwab Mobile Deposit
by Elizabeth Sydzyik | Apr 27, 2021 | Client Services & Operations, P&A Articles
Have you ever wondered, “How can I deposit this check into my brokerage account as soon as possible?” Charles Schwab has an answer: Schwab...
READ MOREDo I need to keep brokerage statements?
by Jon Sevenker | Jan 28, 2021 | Client Services & Operations, P&A Articles
Do you have boxes full of old financial statements: tax returns, brokerage statements, bank statements, healthcare receipts, etc.? Since many...
READ MOREThe P&A Portal
by Trey Pittenger | Sep 11, 2020 | Client Services & Operations, P&A Articles
One of the standards to which P&A has always held ourselves is delivering a high degree of transparency to you, our client: transparency...
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