Account owners will receive quarterly account statements, which will include
the total value of the account and a list of transactions within the account for that quarterly period.
Account owners will receive account statements, transaction confirmations, and other personal correspondence
in paper format unless the account owner signs up for electronic delivery. Fees may vary as provided in the
disclosure documents depending on the method of delivery selected.
Notes
Iowa Admin. Code r. 781-20.15
Adopted by
IAB
May 22, 2019/Volume XLI, Number 24, effective
6/26/2019
Amended by
IAB
June 28, 2023/Volume XLV, Number 26, effective 8/2/2023
