Search results for 800) 634-1318
1,798 results for "800) 634-1318"
Page 62 of 72
EFTA01548113.pdf
Financial
...800/634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash & Fixed Income
Portfolio Activity
Page
2
4
5
10
Client News
If you plan to make gifts of securities this year, please
notify your Client Service Representative before
December 1, 2013. This will allow us to process your
request...
EFTA01528002.pdf
Financial
...www.morganonline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
Private Client Checking Plus
Checking Account Summary
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
Amount
3,999,432.24
280,032.94
(122,928.05)
(1,308,077.01)
(5,458...
EFTA01545919.pdf
Financial
...www.MorganOnline.com
(800) 243-6727
(800) 242-7383
(800) 634-1318
JPMorgan Classic Business Checking
Checking Account Summary
Instances
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Ending Balance
2
11
9
22
Amount
113,866.67
50,415.74
(11,175.51)
(68,236.94)
$84,869.96...
EFTA01463811.pdf
Financial
...Morgan Team
(800)634-1318
Janet Young
Gina Magliocco
For assistance after business hours, 7 days a week.
Deaf and Hard of Hearing
Oniine access: www.morganonllne.com
Consoiidated Summary
JPMorgan Classic Business Checking
JPMorgan Business Money Market Deposit Account
2
4
lEMorgan
Page 1 of 6
:<
Primary Account: 000000849162839...
EFTA01560322.pdf
Financial
...www.MorganOnline.com
(800) 243-6727
(800) 634-1318
JPMorgan Classic Business Checking
Checking Account Summary
Instances
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
2
10
9
1
22
Amount
4,558.97
252,533.41
(28,042.07)
(72,249.85)
(49...
EFTA01576407.pdf
Financial
...www.MorganOnline.com
(800) 243-6727
(800) 634-1318
JPMorgan Private Checking
Checking Account Summary
Amount
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Ending Balance
170,937.00
982,446.72
(16,540.45)
(900,300.00)
$236,543.27
Annual Percentage Yield Earned This Period*
Interest Paid This...
EFTA01528225.pdf
Financial
...www.morganonline.com
(800) 576-6209
(800) 242-7383
(800) 634-1318
Private Client Checking Plus
Checking Account Summary
Amount
Beginning Balance
Deposits & Credits
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
1,078,305.56
1,174,449.44
(1,164,804.88)
(11,052.57)
$1,076,897...
EFTA01564223.pdf
Financial
...www.MorganOnline com
(800) 576-6209
(800) 242-7383
(800) 634-1318
JPMorgan Classic Business Checking
Checking Account Summary
Instances
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Ending Balance
4
16
11
31
Amount
7,013.73
65,060.00
(17,260.45)
(35,053.45)
$19,759.83...
EFTA01528067.pdf
Financial
...www.morganonline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
Private Client Checking Plus
Checking Account Summary
Beginning Balance
Deposits & Credits
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
Amount
547,241.36
2,000,470.32
(1,600,909.33)
(45,926.78)
$900,875.57
*Annual...
EFTA01528216.pdf
Financial
...www.morganonline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
Private Client Checking Plus
Checking Account Summary
Beginning Balance
Deposits & Credits
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
Amount
1,078,305.56
1,174,449.44
(1,164,804.88)
(11,052.57)
$1,076,897...
EFTA01548597.pdf
Financial
...www.MorganOnline.com
(800) 243-6727
(800) 634-1318
On October 14, 2008, the Federal Deposit Insurance Corporation (FDIC) announced its
temporary Transaction Account Guarantee Program (TAGP), which provides unlimited
coverage for eligible non-interest bearing deposit accounts through December 31, 2009.
Starting April 1, 2009, a Deposit Insurance Fee...
EFTA01548589.pdf
Financial
...www.MorganOnline.com
(800) 243-6727
(800) 634-1318
On October 14, 2008, the Federal Deposit Insurance Corporation (FDIC) announced its
temporary Transaction Account Guarantee Program (TAGP), which provides unlimited
coverage for eligible non-interest bearing deposit accounts through December 31, 2009.
Starting April 1, 2009, a Deposit Insurance Fee...
EFTA01528030.pdf
Financial
...www.morganonline.com
(800) 576-6209
(800) 242-7383
(800) 634-1318
Private Client Checking Plus
Checking Account Summary
Amount
Beginning Balance
Deposits & Credits
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
2,843,001.13
7,080.78
(1,052,009.45)
(5,327.40)
$1,792,745.06...
EFTA01528375.pdf
Flight Log
...www.morganonline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
Page 1 of 12
00219560601000000026
EFTA01528375
Primary Account:
For the Period 3/1/13 to 3/29/13
Consolidated Summary
Assets
Checking
Private Client Checking Plus
Savings
Private Client Savings
Total Assets
Account
Number
Prior
Period Value
Current...
EFTA01528053.pdf
Flight Log
...www.morganonline.com
(800) 576-6209
(800) 242-7383
(800) 634-1318
Private Client Checking Plus
Checking Account Summary
Amount
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
1,792,745.06
1,726,919.98
(113,961.01)
(2,848,822.80)
(9...
EFTA01528108.pdf
Financial
...www.morganonline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
Private Client Checking Plus
Checking Account Summary
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
Amount
1,109,391.24
1,000,227.34
(86,495.00)
(1,735,530.02)
(69...
EFTA01559157.pdf
Financial
...Morgan Private Bank Team
Paul Morris
Jeffrey Matusow
Janet Young
William Doherty III
Online access
Banker
Investment Specialist
Client Service Team
Client Service Team
www.MorganOnline.com
212-464-0701
(212) 622-7053
(800) 634-1318
Table of Contents
Account Summary
Holdings
Cash and Short Term
Portfolio Activity
4
7...
EFTA01527727.pdf
Financial
...www.MorganOnline.com
(800) 576-6209
(800) 242-7383
(800) 634-1318
JPMorgan Private Checking
Checking Account Summary
Amount
Beginning Balance
Deposits & Credits
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
187,065.22
4,139,570.12
(1,020,689.06)
(7,333.06)
11,298,613.22
*Annual...
EFTA01547842.pdf
Financial
...203/629-3124
212/622-2770
800/634-1318
Table of Contents
Account Summary
Holdings
Equity
Cash & Fixed Income
Portfolio Activity
Page
2
4
5
8
Account
Page 1 of 9
Consolidated Statement Page 4
EFTA01547850
SOUTHERN TRUST COMPANY, INC ACCT.
For the Period 8/1/13 to 8/31...
EFTA01531129.pdf
Financial
...www.MorganOnline
(800) 243-6727
(800) 242-7383
(800) 634-1318
JPMorgan Private Checking
Checking Account Summary
Amount
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Ending Balance
105,628.55
150,004.75
(146,099.00)
(13,164.40)
$96,369.90
Annual Percentage Yield Earned
Interest Paid This...
EFTA01531112.pdf
Financial
...www.MorganOnline.com
(800) 243-6727
(800) 242-7383
(800) 634-1318
JPMorgan Private Checking
Checking Account Summary
Amount
Beginning Balance
Deposits & Credits
Checks Paid
Payments & Transfers
Ending Balance
132,205.09
100,004.81
(117,707.39)
(8,873.96)
$105,628.55
*Annual Percentage Yield Earned is an...
EFTA01527715.pdf
Financial
...www.MorganOnline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
JPMorgan Private Checking
Checking Account Summary
Beginning Balance
Deposits & Credits
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
Amount
187,065.22
4,139,570.12
(2,020,689.06)
(7,333.06)
$2,298,613.22
*Annual...
EFTA01528579.pdf
Financial
...www.morganonline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
iF lenif
10
EFTA01528579
Primary Account:
For the Period 8/31/13 to 9/30/13
Consolidated Summary
Assets
Checking
Private Client Checking Plus
Savings
Private Client Savings
Total Assets
Account
Number
Prior
Period Value
Current
Period Value...
EFTA01528613.pdf
Financial
...www.morganonline.com
(800) 576-6209
(800) 242-7383
(800) 634-1318
Page 1 of 12
00239580601000000026
EFTA01528613
Primary Account:
For the Period 10/1/13 to 10/31/13
Consolidated Summary
Assets
Checking
Private Client Checking Plus
Savings
Private Client Savings
Total Assets
Account
Number
Prior
Period Value
631...
EFTA01528293.pdf
Financial
...www.morganonline.com
(800) 634-1318
(800) 576-6209
(800) 242-7383
Private Client Checking Plus
Checking Account Summary
Beginning Balance
Deposits & Credits
Payments & Transfers
Fees, Charges & Other Withdrawals
Ending Balance
Amount
213,835.74
2,080,564.35
(1,466,196.25)
(19,173.88)
$809,029.96
Annual...
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