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Messages - Matt Willms

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Transactions / Re: Medco/Express Scripts Merger
« on: December 17, 2012, 09:13:49 AM »
We are not aware of the details on this merger activity.  You should be able to enter this once you receive the proper information from the issuing company using IAM's global transactions | merger feature.


Transactions / IAM Transaction Tools
« on: November 19, 2012, 02:49:12 PM »
For some investors, organizing investment records for use in preparing income taxes can be an anxiety-ridden nightmare. All those trade confirms to deal with, the income checks, figuring out gains and losses, performance - where to start! Luckily, the Investment Account Manager dramatically improves your portfolio management and investment record keeping, making income tax filing a breeze. Once organized, you'll have the tax records and information in place to make smarter decisions.

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