Customer Account Statements

FIF has scheduled a call for Thursday July 13 at 2 pm ET to discuss the use of “combined statement groups” (sending a single statement to separate account holders for multiple accounts) when the recent FINRA amendments to Rule 2231 (Customer Account Statements) take effect on January 1, 2024. If you would like to participate in this discussion, please send a note to This email address is being protected from spambots. You need JavaScript enabled to view it..