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Client Portal

E-Statements Delivery

Overview

The Electronic-only Statement Delivery service (also known as E-Statements) sends your monthly/quarterly accounts summaries, balances, transactions, and disclosures to your online account in an electronic-only format.

Your electronic statements are the same as your paper statements.

To begin the process, we require your consent for the service so that we can send your statements in an electronic-only format and suspend sending your paper statements in the mail. To access your account statement online, you will also need to meet the following minimum hardware requirements:

  • A computer with an Internet connection and a hard drive with sufficient hard disk space to save any statements
  • A printer connected to your PC to print statements
  • An internet browser with 128-bit encryption and internet access through a service provider (ISP)
  • A home email address

You will be notified of these requirements change. If you select Electronic-only Statement Delivery but change your mind later, you can opt-out of electronic-only statements and receive paper statements from KLCM Advisors, Inc. next statement cycle.

Client Portal