Click here for access to your Pershing Individual Statement, Tax Forms, or to enroll in E-delivery of your statements.
Click here for access to your Schwab Individual Statement, Tax Forms, or to enroll in E-delivery of your statements.
Click here for access to your Consolidated Statement.
This statement includes your accounts managed by Ambassador, as well as your accounts enrolled in our Complete Portfolio Management program.
In today’s market, a clear vision of the economy as a whole is vital to making smart investment decisions. In order to meet this need, Ambassador Advisors now offers Complete Portfolio Management, a service that includes investment advice, fund selection assistance, and a quarterly market commentary for those with these types of investment vehicles. This quarterly market commentary, personal advice on your investments (those with Ambassador and those held elsewhere), as well as access to a consolidated reporting system, will enable you to see a clear, accurate view of your total investment portfolio. Learn More »