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1031 S. Caldwell St., Ste. 200
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Bragg Account Access
Access your investments online. Take advantage of instant access to your portfolio holdings, account activity and balances, as well as account and tax statements.
Statements & ConfirmationsDownload, complete and return an Electronic Notification Request, available for either Microsoft Word or Adobe Reader.
Annual Reports & Proxiesclick here to submit a request to receive your annual reports and proxies by e-mail.
We are committed to safeguarding the confidential information of our clients. We hold all personal information provided to our firm in strict confidence. These records include all personal information we collect from you in connection with any of the services we provide. We do not disclose information to non-affiliated third parties, except as required by law. We use the information provided by you to help you meet your financial goals. Our policy with respect to personal information is described below.
We collect non-public, personal information about you from the following sources: information we receive from you on applications or other forms, information about your transactions with us and our affiliates, which we obtain in the process of servicing your account. We do not disclose any non-public, personal information about our clients to anyone except as follows: 1.) when required by law or securities industry regulation, 2.) when legally required to do so (such as in response to a subpoena), 3.) to prevent fraud or a crime, or 4.) to comply with a legally permitted inquiry by a government agency or a regulator. When non-public information is shared with a third party, they are not permitted to release, use, or transfer any customer information to any other party for their own purposes.
If you have any questions regarding the safekeeping of your personal information please contact your financial advisor or call us at (704) 377-0261. Thank you for letting Bragg Financial Advisors help you with your planning and investing.