(855) 256-9253

What do you mean by "Fully Electronic"?

You consent to having all communications to you regarding your LOYAL3 account, whether from LOYAL3 or an issuing company, electronically delivered (except those where the option for paper-based communications are required by law or regulation), either by email to you or (e.g., in the case of information requiring additional security) by an electronic message requiring password-protected access to the platform. You agree that when you vote proxies or request to attend a shareholder meeting in person, your vote or request will be done electronically. If you decide to withdraw this consent, you will be deemed to have terminated your account.

The LOYAL3 platform supports most of the commonly used Internet browsers. You represent that you have access to a printer and are able to print and retain communications. If your email address changes, you agree to promptly update the information in your profile on the platform. You understand and agree that if LOYAL3 sends you an electronic communication but you do not receive it because your primary email address on file is incorrect, out of date, blocked by your service provider, or you are otherwise unable to receive electronic communications, LOYAL3 will be deemed to have provided the communication to you. If you use a spam filter that blocks or re-routes emails from senders not listed in your email address book, you must add LOYAL3 to your email address book so that you will be able to receive communications we send. If your email address becomes invalid such that electronic communications sent to you by LOYAL3 are returned, LOYAL3 may deem your account to be inactive, and you will not be able to transact activity using your LOYAL3 account until we receive a valid, working primary email address from you.

This consent also applies to all tax-reporting forms supplied to you, including any applicable 1099-DIVs (for dividends) and 1099-Bs (for proceeds from the sale of shares), for the current tax year and all future tax years. You may withdraw the consent to receive tax-reporting documents electronically by sending a letter to LOYAL3 Support Services, Box 26027, San Francisco, CA 94126. (You must include your name, email address on record for your Account, and last four digits of your social security number with your request.)

Although trading and other account activities are done electronically, you may contact LOYAL3 for technical and other account support by email (support@LOYAL3.com), or by phone at 1-855-2LOYAL3 (855-256-9253).