What is a trade confirmation?

Modified on Tue, 24 Oct 2023 at 10:59 AM

As your financial advisor, Save® will be managing your investment portfolio and will be performing trades based on your investment profile. Any time a trade is made on your behalf, you will receive an email advising that you have a trade confirmation available. 

 

These trade confirmations are available to you for informational purposes, no action is necessary on your part. You will be able to view trade confirmations from your online portal or Save App. Trade confirmations will be available for 90 days from the date of confirmation. For any questions related to your trade confirmations, contact customer support. 

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