$50.00 / monthly

Teller and Member

End of Month Verification

Are you getting ready to prepare for month-end and looking for some extra set of eyes? Well then this is the perfect service for you! Purchase this product and you will receive a monthly End of Month checklist.

Additional information

Overview

We will monitor our inbox for your returned form(s) and assist you with any potential dividend regenerations that may be required. There is a charge of $50 per month.

Next Steps

Once a request has been submitted, a Client Service and Education team member will follow up with you to discuss the process further.

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