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CBIS Announces New Address, Significant Upgrades to Statements Online Some of the new features include:
Christian Brothers Investment Services, Inc. PO Box 3238 Denver CO 80201-4838 U.S. Fax: (866) 205-1499 Int'l Phone: (720) 279-3318 Int'l Fax: (303) 825-2575
In order to gain access to more advanced features or to enroll as a new user, we will need to receive an Online Access Form authorized by a signer on the Certificate of Resolution. You can download the form here. The form is interactive and can be saved to your computer. Also note that if you are already enrolled, the first time you sign in to the new Statements Online, you will be prompted to provide a security question and a new password. We sincerely hope you enjoy the new capabilities this transition enables us to offer you. We at CBIS will continue to work to improve the level of service that we provide to you. FREQUENTLY ASKED QUESTIONSWhat are the three levels of access? Which one should I choose?The three levels of access are:
How many people should have access to accounts? While CBIS does not place a limit on the number of people with access to accounts, we recommend that users limit access to those with both the authority and the need to view their accounts online. What do I need to do if I want to add or delete a user(s)? You can download the Online Access Form here. We require a separate form for each person added or deleted from the account. In addition, the form needs to be signed by a signatory on the Certificate of Resolution on file at CBIS. For security reasons, we can not provide those names over the phone, so please check with your business office or other authority if you do not know who has signing authority for your account. Do I need to fill out a form for each person? Yes, one form must be filled out for each online user. Keep in mind, however, that current Statements Online users will automatically be given Administrative Access. Unless you wish to upgrade this access, no forms are necessary. You indicate that I will be enrolled in E-Delivery by signing up for online access. What types of communication will I receive? E-Delivery enables CBIS to communicate with our participants quickly and efficiently, with minimal impact on the environment. Quarterly, you will receive an e-mail with a link to Principles, our newsletter. In addition, we often provide market updates, notifications of changes to our disclosure statements, and notifications of changes to our investment programs. Statements and other official instructions will still be physically mailed in hard copy. If I'm currently enrolled in Statements Online, do I need to complete the Online Access Form? No, current users of Statements Online will automatically be given Administrative Access to the new system. If you'd like to obtain Transactional Access, you will need to complete the form. See above for a full explanation of the three access levels. What can I expect the first time I log in to the new system? The system will first ask you to accept the new Terms and Conditions of online access. Please read this carefully. You will then be prompted to provide a new password and a password reminder question. Please follow the password guidelines, and be sure to keep your password a secret. For the password reminder question, please choose a question and answer that you can easily remember should you forget your password. Common questions include: "What was the first street you lived on?," "What was your mother's maiden name?," and "What was your first pet's name?" Feel free to come up with your own question. |
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