124 Westbrook Road
We are continuously striving to make your experience the best it can possibly be. This includes the securing and safekeeping of all of your personal information. With the growing impact that mail fraud and identity theft have had on millions on consumers across the nation, we are asking you for your help in cracking down on these fraudulent activities.
As a valued client of Ivory Wealth Management, we would like to personally invite you to enroll in e-Delivery, the account document delivery system that enables you to receive your account documents (statements, trade confirmations, tax forms shareholder reports, quarterly performance reports) electronically versus physically receiving them in the mail.
Benefits of e-Delivery include:
If you are not already enrolled in e-Delivery, please go to the Client Login on our home page and “Register” and simply follow the instructions. Keep in mind, you can modify which documents you receive via e-Delivery at any time.
If you are just registering for e-Delivery, you will be receiving an email from Kestra Financial Services. We ask you open this email and click on the “I Agree” link which when completed you will be enrolled, and you will no longer receive paper documents. Rather you will receive an email notification letting you know that you have an account document(s) ready to be viewed securely online.
As always, we appreciate your business and please do not hesitate to reach out to us with any questions you may have.
Ivory Wealth Management
Charles, Quentin, Jeremy, Tiffany, Kathy and Amber
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC.
Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of
Kestra IS. Ivory Wealth Management, Inc.is not affiliated with Kestra IS or Kestra AS.