Account Householding

If you maintain more than one account with us, there is now a way to make the statement mailing and reporting process more efficient.

You can elect to “Household” your statements and enjoy these benefits:
To participate in this service please download the “Householding Application” from our document center or call our office 1-800-SEAPORT.

• All (or some) of your related brokerage accounts may be linked to a main or “Master” account so that the statements are mailed in the same envelope / package
• Accounts with different principal addresses may be linked, such as accounts of relatives for whom you are managing the portfolio or providing tax advice
• A “Householding” cover page dispaying separate and combined assets in all the linked accounts will be enclosed with your statements