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New Online Reporting Feature Available
(Monday, November 26, 2007)
A new service is now available to United Methodist churches and agencies that utilize the Foundation’s Investment and Fund Administration Services:
Investors can now access their account statements on the Foundation’s web site, on a monthly basis. (Click on the "Churches/Institutions' Services" tab, and then on "Investment Services." The link to the online statements is on the bottom of the page.)
Previously, paper statements were mailed at the end of each quarter. Now, the online statements will be available on or about the 5th business day of the month.
Account holders do need to enroll to receive access to the online statements, so we encourage them to do so.
We will continue to mail quarterly paper statements for the quarters ending on March 31 and June 30, 2008. Beginning with the third quarter statements, which will be available in October, 2008, we will mail paper statements to only those account holders who do not sign up for online access.
Each month, users will be notified via email when the end-of-month statements are ready. Statements will be available for 12 months, beginning with September, 2007.
For more information on this new benefit, or on how to enroll for the online statement service, please contact the Foundation.
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