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Starting a New Analysis

To get started with a securities account analysis project, please complete the following steps:

Organize the statements in each account in the following manner.

  1. Separate the statements for each account.

  2. Within each account, organize the statement months in chronological order. Arrange statements January-December with the oldest month first. Note: If monthly statements are not available, annual statements will do. Arrange them with oldest year on top.

  3. Please do not staple statements together. User paper clips or rubber bands.

  4. Indicate missing statements in the statements with tags or bookmarks.

  5. Include confirmations or commission runs whenever a detailed commission analysis is required. Otherwise we will calculate commissions using our software.

  6. Include the statement of claim with the statements, and the response to the statement of claim, if available. This information is very helpful in letting us know the primary concerns in the case.

Cover Letter
Please include the following information:

  1. Case name.
  2. Party you are representing.
  3. List of account numbers and date ranges.
  4. Dates of concern i.e. answer due, hearing, etc.
  5. Your preferred deadline.
  6. Contact name(s), telephone, and email.

Pack up your documents, and send them to:

Secure Financial Services, Inc.
Attn: Receiving Department
97 Blakely Road, Suite 107
Colchester, VT 05446

Unless your data is formatted for our Direct Data Download system, our analysts work with paper documents. All PDF documents for a project can be printed onsite for a fee of $.10/page.





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Copyright © 2015 Secure Financial Services, Inc. All Rights Reserved

Secure Financial Services, Inc.
97 Blakely Road, Suite 107
Colchester, VT 05446