1. The regular monthly joint account statement summary will no longer include any Servus registered investments that are held in the secondary account holders name only.
2. Instead, the details of your Servus registered investments and your TFSA will now appear in a new statement which will be issued quarterly, in your name only.
You can easily monitor your Servus registered investments and TFSA using Net Banking for a more frequent update on performance, or visit one of our branches and ask for a printed copy of your account balances.
We realize this is a significant change to the way you are accustomed to receiving your account information. If you have questions or would like to discuss this further, please visit your branch or contact us at 780.496.2000 or toll-free 1.877.496.2151.
* To determine if you are the primary or secondary account holder on a joint account, review the address information on your latest joint account statement. The name listed first is the primary account holder followed by the name of the secondary account holder.
