Important Message: Independence Day Customer Service Hours
In observance of Independence Day, the U.S. bond markets will close at 2:00 p.m. ET on Friday, July 1st. The U.S. financial markets and our offices will be closed on Monday, July 4th.
Due to the early closures, there will be no mutual fund orders in the 2:00 p.m. ET trading window on Friday, July 1st. All mutual fund orders must be placed no later than 11:00 a.m. ET on Friday, July 1st to be executed that day. We will not accept mutual fund orders between 11:00 a.m. ET and 2:00 p.m. ET on Friday, July 1st. All window trades containing mutual fund orders placed after 2:00 p.m. ET on Friday, July 1st will be executed on Tuesday, July 5th.
No window trades, direct trades, account transfers, or money transfers will be processed on Monday, July 4th.
Customer Service Holiday Hours
Friday, July 1st: 7:00 a.m. - 9:00 p.m. ET
Monday, July 4th: Closed
Tuesday, July 5th: 7:00 a.m. - 9:00 p.m. ET
Reminder: As a follow-up to the email you received from our sales team in May regarding the Customer Identification Program (CIP) uplift project, please update your client's information by no later than August 5th, 2022. If such information, including the client's Source(s) of Wealth (SOW) and other newly required information for trusts and entities, is not updated during this time period, accounts will be subject to restrictions.
Please visit the Help Center: Client Account Settings page for further details.