© 2021 eMoney Advisor, LLC. | Software Version: 10.3.622.38272 |
This Consolidated Account Statement ("report") is for informational purposes only and does not replace the official statement or 1099 tax forms generated by the custodian of the client’s assets. The report is not to be construed as an offer or the solicitation of an offer to buy or sell securities mentioned herein. Information contained in the report is based on sources and data believed reliable and received via a variety of sources. This report should not be used for tax reporting purposes. The information on this report has not been verified as accurate by IPI and IPI encourages clients to independently verify the information using their original source documents covering the same period. Differences in positions may occur due to reporting dates used and whether certain assets are not maintained by your custodian. There may also be differences in the investment values shown due to the use of differing valuation sources and methods. Some accounts or assets appearing in this report may not be serviced through IPI and therefore these “assets held away” are not included in IPI’s SIPC coverage. Clients should refer directly to the “assets held away” custodian for information regarding their specific available SIPC coverage. Furthermore, IPI and your representative may not have the licensing and/or expertise necessary to advise you on these “assets held away.” Securities and investment advice offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc., 226 W. Eldorado St., Decatur, IL 62522. 217-425-6340.