Go Paperless!

Go Paperless with Schwab this Earth Day! 🌍

At Allied Investment Advisors, our mission is to help you organize your finances and build a clear roadmap for your financial future. From sharing insights on the latest market trends to hosting webinars on Medicare and Social Security, we are here to guide and support you every step of the way.

This Earth Day, take a simple step toward reducing your environmental impact by signing up for paperless document delivery through Charles Schwab.

By enrolling in Schwab Alliance online access, you can:

✅ Receive paperless delivery of monthly statements, tax forms, trade confirmations, and shareholder documents.

✅ Avoid the risk of losing important mail — your documents are securely stored online.

✅ Enable enhanced security features, including Two-Factor Authentication, for added peace of mind.

✅ Access all your account details and important documents anytime, anywhere.

✅ Easily update your contact information, link a new bank account, or approve a wires & distribution requests — all online, without the wait.

Going paperless is fast, secure, and convenient. It’s also a great way to do your part for the planet.

👉 [CLICK HERE TO ENROLL TODAY]

If you have questions or need assistance setting up your online account, please don’t hesitate to reach out. Contact Lisa Watson at [email protected] or 406-601-1315.

Stay connected. Stay secure. Go paperless with Schwab