These two highly respected financial institutions officially merged September 3, 2014. Both institutions will now operate under the name Katana Securities and at web address katanasecurities.com for both companies.
Perhaps you are wondering how this change affects the previous client bases for both companies. There will be no immediate effects on client accounts regardless of the institution with which you were originally affiliated besides the change of name on all company forms for both companies. In the near future, however, you will receive information concerning new banking policies which will include: personalized banking services, increased convenient online trading accounts , and lower monthly service charges.
Please continue to address inquiries and business transactions to the usual account representatives. Our new systems and client team is looking forward to serving you more efficiently.