President's Day Holiday Closure
In observance of Presidents' Day, the U.S. financial markets and our offices will be closed on Monday, February 17^th, 2025. All window trades placed after 2:00 p.m. ET on Friday, February 14^th, 2025 will be processed in the next available window on Tuesday, February 18^th, 2025. No window trades, direct trades, account transfers, or money transfers will be processed on Monday, February 17^th, 2025.

Tax Statement Delivery Schedule
The updated tax deadlines are now available for review. Form 1099-Rs and RMD Notices will be available by January 31^st, 2025, Consolidated 1099s will start to be available effective February 17^th, 2025, and Form 5498 will be available by May 31^st, 2025. Please review the updated deadlines to ensure timely filing.