It is our desire at Grace Financial to be good stewards in the way we do business. We want to do everything possible to reduce our impact on the consumption of resources. We know that our investors value stewardship as well! With this in mind, we want to be mindful in how we communicate with you, our investor. The most significant use of resources in our business is the dissemination of quarterly investment statements, which are created and distributed four times per year.
In hopes of minimizing the impact of this activity, we would like to encourage our investors to consider signing up for e-statements through our website and opting out of paper statements. To our investors who already log into your account on the first day of the month to update your personal finance tracking…even before the paper statement arrives…this could be a great solution for you! To make this election, simply sign into your online account, select the link to “Sign up for e-statements”, and choose “I would like to receive statements electronically (E-Statements).” Once you make this election, you will receive an email at the end of each quarter notifying you that your statement is available to be viewed. Additionally, that statement can be accessed at any time from your online account.
As a note, if you have access to multiple accounts (e.g. a parent of minor children), the system will only apply the election to the primary account. To ensure the election is applied to all accounts where intended, a customer service representative from Grace Financial will reach out to users opting for e-statements for a follow-up verification, which will allow them to record the election to additional accounts where desired.
If you have not yet signed up for online access, give us a call and we can provide you with an access code to register to use Grace Financial Online Services. We think you will love and benefit from the tools that we have in our online resources. In addition to e-Statements, you can use the online access to make additional investments (transferring money into your Grace Financial investment account from an outside financial institution), redeem all or part of your investment (transferring money out of your Grace Financial investment account), set up recurring investment purchases or investment redemptions, and transfer funds between separate Grace Financial investment accounts.
To our investors who value paper statements, we will continue to have your statements mailed directly to you at the conclusion of every quarter. If you have any questions regarding our online resources, please do not hesitate to contact us!