Whether therefore you eat, or drink, or whatsoever you do, do all to the
glory of God.
- I Corinthians 10:31

Frequently Asked Questions

18. What reports will I receive?

  1. Quarterly – Foundation Financial sends a quarterly report via email and / or mail in January, April, July and October.
  2. Performance & Other Data Updated Monthly Through its alliance with BridgePortfolio, Foundation Financial provides performance data, diversification charts, gains / losses reports and other data. This data is updated within ten days of the end of the month and is available for client online access 24/7.
  3. Price & Account Data Updated Continuously The custodian provides online access and optional reports by mail for holdings and other account data. Prices and holdings are updated continuously during business hours and are available for client online access 24/7.

Back to FAQ | Previous | Next