Iowa Code r. 781-20.15 - Account statements

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 Code r. 781-20.15

ARC 4464C, IAB 5/22/19, effective 6/26/19; ARC 7040C, IAB 6/28/23, effective 8/2/23

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