{"id":6889,"date":"2025-07-11T14:23:21","date_gmt":"2025-07-11T19:23:21","guid":{"rendered":"https:\/\/schenkelberg.investments\/?p=6889"},"modified":"2025-07-11T14:23:28","modified_gmt":"2025-07-11T19:23:28","slug":"important-information-for-on-line-users-and-clients-with-electronic-delivery","status":"publish","type":"post","link":"https:\/\/schenkelberg.investments\/?p=6889","title":{"rendered":"**IMPORTANT INFORMATION FOR ON-LINE USERS AND CLIENTS WITH ELECTRONIC DELIVERY**"},"content":{"rendered":"\n<p><strong>To more seamlessly maintain electronic delivery and move to the new on-line access site, the following steps must be followed between July 26 to July 31, 2025. If not followed during this time, clients will need to re-enroll for online access and will receive July statements in paper rather than electronically.&nbsp;<\/strong><\/p>\n\n\n\n<p><strong>We apologize for the inconvenience and will try to make this as easy as possible. As the time draws near, we will email these instructions to on-line users and be available for calls to answer questions.<\/strong><\/p>\n\n\n\n<p><strong>As a reminder, to access the current account website, please click on TradePMR at the top of <\/strong><a href=\"http:\/\/www.schenkelberg.investments\"><strong>www.schenkelberg.investments<\/strong><\/a><strong>.<\/strong><\/p>\n\n\n\n<p>On July 23, 2025, TradePMR will be implementing a change that will offer more convenience when viewing your investment accounts online.&nbsp;<\/p>\n\n\n\n<p>Online account access will move to a new website that has additional security features like multi-factor authentication, biometrics for eligible mobile devices, fraud detection, mobile deposit, and debit\/credit card management.&nbsp;<\/p>\n\n\n\n<p>New Online Access \u2013 Instructions for updating<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On July 26, 2025, visiting the previous online website will automatically redirect you to the new website to re-enroll in your online access.\u00a0<ul><li>Click \u201cenroll\u201d and follow the onscreen instructions to complete the reenrollment process through Wells Fargo Online. This process should take less than 10 minutes to complete.<\/li><\/ul><ul><li>Review and accept the Wells Fargo Online\u00ae Access Agreement, accept exchange subscriber agreements, and set your document delivery preferences.\u00a0<\/li><\/ul>\n<ul class=\"wp-block-list\">\n<li>Upon enrollment, you will be directed to the new Access Online site through TradePMR.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>Once your new online access is established, you may do the following: <strong><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Update any browser bookmarks or shortcuts saved to the previous login page with the new web address.<\/li>\n\n\n\n<li>If you have an existing Wells Fargo online account (i.e., checking, mortgage, brokerage, etc.), your TradePMR brokerage accounts will automatically be added to your user ID and online experience when you log in on July 26.<\/li>\n\n\n\n<li>You must re-enroll by July 31 to the new Access Online site to maintain your electronic document delivery preferences (if applicable). This includes existing Wells Fargo online users, as you must login between July 26 and July 31 and agree to the online delivery of your TradePMR brokerage statements.<\/li>\n\n\n\n<li>Once re-enrolled, you will also be able to access your accounts on the Wells Fargo application from your mobile device.<\/li>\n<\/ul>\n\n\n\n<p>Note: Beginning Friday, July 25, at 9:00 PM ET and continuing until 6:00 AM ET on Saturday, July 26, Access Online will be unavailable while technology support teams complete website updates. The new website will be available after 6:00 AM ET on Saturday, July 26.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To more seamlessly maintain electronic delivery and move to the new on-line access site, the following steps must be followed between July 26 to July 31, 2025. If not followed during this time, clients will need to re-enroll for online access and will receive July statements in paper rather than electronically.&nbsp; We apologize for the [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"enabled":false},"version":2}},"categories":[107],"tags":[],"class_list":["post-6889","post","type-post","status-publish","format-standard","hentry","category-technology"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p7kXxe-1N7","jetpack-related-posts":[{"id":6866,"url":"https:\/\/schenkelberg.investments\/?p=6866","url_meta":{"origin":6889,"position":0},"title":"What\u2019s Happening With Schenkelberg Investments?","author":"J.J. Schenkelberg, CFA","date":"April 4, 2025","format":false,"excerpt":"Amy and I are excited for the growth that has occurred at Schenkelberg Investments. Opportunities to help clients meet financial needs and plan for the future continue to present themselves. We are constantly looking for ways we can more effectively and efficiently support families in their financial security and success.\u2026","rel":"","context":"Similar post","block_context":{"text":"Similar post","link":""},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2025\/04\/image-3.png?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":6693,"url":"https:\/\/schenkelberg.investments\/?p=6693","url_meta":{"origin":6889,"position":1},"title":"What&#8217;s Happening With Schenkelberg Investments?","author":"J.J. Schenkelberg, CFA","date":"April 10, 2023","format":false,"excerpt":"2022 was a less than enjoyable year from an investment return standpoint. However, overall we are off to a nice start in 2023. Business continued to grow at Schenkelberg Investments. Despite the drop in investment values the past year, assets under management at the firm hit a record level to\u2026","rel":"","context":"In &quot;Market Commentary&quot;","block_context":{"text":"Market Commentary","link":"https:\/\/schenkelberg.investments\/?cat=119"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2023\/04\/image-4.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":6310,"url":"https:\/\/schenkelberg.investments\/?p=6310","url_meta":{"origin":6889,"position":2},"title":"Financial Advisor Credentials &#8211; What do the Letters Mean?","author":"J.J. Schenkelberg, CFA","date":"April 12, 2019","format":false,"excerpt":"Everyone knows they need to save for the future and that there are opportunities to invest their savings to maximize growth. It is a complex world when seeking someone to help safeguard and grow savings. The \u201cfinancial advisor title\u201d is a very common one among financial planning and investment professionals.\u2026","rel":"","context":"In &quot;Financial Planning&quot;","block_context":{"text":"Financial Planning","link":"https:\/\/schenkelberg.investments\/?cat=122"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":6519,"url":"https:\/\/schenkelberg.investments\/?p=6519","url_meta":{"origin":6889,"position":3},"title":"Superstars of the Indices","author":"J.J. Schenkelberg, CFA","date":"July 9, 2020","format":false,"excerpt":"Diversification is a key piece of a portfolio that is looking to control risk. Investopedia describes diversification as follows: \u201cA diversified portfolio contains a mix of distinct asset types and investment vehicles in an attempt at limiting exposure to any single asset or risk. The rationale behind this technique is\u2026","rel":"","context":"In &quot;Market Commentary&quot;","block_context":{"text":"Market Commentary","link":"https:\/\/schenkelberg.investments\/?cat=119"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2020\/07\/Pie-Graph.png?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2020\/07\/Pie-Graph.png?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2020\/07\/Pie-Graph.png?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/schenkelberg.investments\/wp-content\/uploads\/2020\/07\/Pie-Graph.png?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":6485,"url":"https:\/\/schenkelberg.investments\/?p=6485","url_meta":{"origin":6889,"position":4},"title":"Market Performance Update &#8211; 3Q 2019","author":"J.J. Schenkelberg, CFA","date":"October 7, 2019","format":false,"excerpt":"U.S. Versus International The S&P 500, an index of large U.S. companies, posted a total return of 1.2% for the Third Quarter of 2019. U.S. stocks outperformed international for the quarter as measured by the Morgan Stanley Composite Index EAFE, a representation of international stocks outside the U.S. Total return\u2026","rel":"","context":"In &quot;Market Commentary&quot;","block_context":{"text":"Market Commentary","link":"https:\/\/schenkelberg.investments\/?cat=119"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]},{"id":6161,"url":"https:\/\/schenkelberg.investments\/?p=6161","url_meta":{"origin":6889,"position":5},"title":"4Q 2017 Market Update \u2013 Reset Button","author":"J.J. Schenkelberg, CFA","date":"January 8, 2017","format":false,"excerpt":"Now we know. What was a mystery coming into the fourth quarter is now history. When uncertainty is eliminated the market breathes a little sigh of relief. Equity markets advanced to new highs in the fourth quarter amid political news that drove a variety of strong emotions across the U.S.\u2026","rel":"","context":"In &quot;Market Commentary&quot;","block_context":{"text":"Market Commentary","link":"https:\/\/schenkelberg.investments\/?cat=119"},"img":{"alt_text":"","src":"","width":0,"height":0},"classes":[]}],"_links":{"self":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts\/6889","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=6889"}],"version-history":[{"count":1,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts\/6889\/revisions"}],"predecessor-version":[{"id":6890,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=\/wp\/v2\/posts\/6889\/revisions\/6890"}],"wp:attachment":[{"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=6889"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=6889"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/schenkelberg.investments\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=6889"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}