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CUSTODIAL UPDATES

Update to Standing Payment Instructions

Beginning December 13, Fidelity will no longer require the 4 day pre-note period while setting up standing payment instructions. As of this date, bank account status and account ownership verification will be conducted in real-time. Please see Important Notice 18-376 for more details, and contact the AEWM Support Team with any questions.

As always, please reach out to your AE Wealth Support team at 866.363.9595 for further details.

647507 - For investment professional use only.

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