Active allocation: A world of ideas
Our Ivy Live panelists discuss the evolving investment landscape, including the recent U.S.-China trade escalation, and ideas to help guide allocation decisions.
Financial transactions, those involving shares, are typically processed upon receipt. Transaction requests received after the close of the New York Stock Exchange (3:00 CST) will be processed as of the following business day.
Transaction Confirmations are mailed to shareholders within a few days (except for Automatic Investment Service purchases and dividend reinvestments). Always check your Transaction Confirmations and Quarterly Statements to make sure your transactions are processed correctly.
Non-financial transactions are typically processed by the day after receipt. These include changes to your account such as account registration, address, bank, bank account number, etc., you’ll receive an account update report. This report shows you all pertinent information about your account and confirms all changes that you have made as well.
Please report any discrepancy immediately to our Client Services Division at 1-800-777-6472.