Good News on Proxies, Annual Reports, Reorgs and Prospectus
As part of the Go Green campaign, clients are now able to receive Proxy, Annual Reports, Reorgs and Prospectus materials electronically. Current Go Green participants have automatically been enrolled in the new service. An email notification will be sent to the primary email address listed on the client’s account with a link directing the client to the appropriate site for Proxies, Annual Reports, Reorgs and Prospectus materials.
2ND LEVEL AUTHENTICATION
As Sterne Agee continues to strive to protect our clients’ privacy, effective Thursday, April 11th, you will be required to create and answer 2 security questions upon logging into your account. This will give our clients a second level of authentication, ensuring more protection for our clients.
Starting February 15, 2013, Sterne Agee is excited to offer Turbo Tax access for our clients. Please follow the instructions on WWW.STERNEAGEE.COM to download your Sterne Agee 2012 Tax information into Turbo Tax. If you need assistance regarding your login, please contact Internet Support Department at 1.888.678.3763. Our normal operating hours are 8:00 a.m. – 5:00 p.m. CST.
We are pleased to offer an enhancement to your Capital Resource Account (CRA). Images of your checks written from your CRA will now be included with your Sterne Agee statement. This will replace the separate check image mailing that you had been receiving. At Sterne Agee, we are committed to helping you thrive by providing the best service possible. Please contact your Financial Advisor with any questions.
FOR FIRST TIME USERS
After signing on with your temporary 4 digit password, you will be prompted to change your temporary password with a new password. The new password must be between 8 and 10 characters and have at least one (1) number in it. This password will not expire, however you may change it at any time.
We are currently compatible with Internet Explorer 10 and Firefox 18. As upgrades are released, we will continue to post the most compatible browsers.
We welcome your questions and inquiries. If you need more information, contact our Internet Support Desk at 205.776.2929 or 1.888.678.3763.