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Monitor Your Progress
The H&R Block Financial Advisors Premium Account is available
to investors who seek flexibility, convenience and personalized
service. It also gives you several different ways to monitor
your money.
One Monthly Statement
Your monthly statement goes beyond basic account information. It
summarizes all of your financial activity in an easy-to-read
design. You'll see:
Payee detail on all of your checks. A listing of all of your VISA Gold ATM/Check Card activity,
including payee detail. Up-to-date information about your one percent rebate.
If you choose to enroll in our Airline Miles Program, you'll
receive a separate quarterly statement, listing your current
airline miles balance.
Year-end Expense Summary
At the end of the year, you'll receive a statement summarizing
all of your expenses, which should help make tax preparation
easier. If you use expense coding, your consolidated summary
will include your checks sorted by expense code and listed by
date with payee detail. If you choose not to use expense coding,
your checks will be listed by date.
Visit our office
locator to find an advisor near you or call 1-866-295-7912. |