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Please note: Due to the merger of “Investacorp” and “Securities America” please be aware that some account data reported through Consolidated Reports, Albridge and/or Klaas Portal may be interrupted during this transition period. If accessing Albridge, you will be required to establish new login credentials. If you find incomplete data during this time, or have any difficulty logging in, you can either reach out to the custodian/fund company directly or to your financial advisor to answer any questions. We apologize for any inconvenience.