Frequently Asked Questions
- Are we taking on new clients?
Yes, the greatest compliment we can receive is an introduction to a family member, friend, or colleague. That is why referrals from existing clients will always receive priority.
- Is there a minimum investment?
Schedule a time to talk with us and let’s see if we can help you achieve your goals. There is no obligation and our hope is that you walk away with insightful actionable ideas you can put to work.
- How do I set up an appointment?
Please visit TriboxPrivateWealth.com/Appointment to schedule a consultation, or contact us by phone
Phone (O) 561.730.2100
We would like to chat with you on the phone for 15/20 minutes, to gain an understanding of what you are looking to accomplish.
During that call we will make one of two decisions together – #1 It makes sense for us to meet and discuss specifics or #2 We are not the right fit for what you are looking for.
There is never an obligation to work with us and we promise during our initial discovery meeting, we will never try to sell you anything or give you specific investment advice.
- How secure are my accounts?
We take account security very seriously. We verify all requests for distribution of funds verbally with you. We will only send your money to your home address or through bank instructions you have given us. All wires are confirmed for proper routing numbers and account numbers prior to sending. For sensitive data, we will only communicate through encrypted, and password protected emails.
- How do I go paperless?
You can elect to Go Paperless by logging into your account and clicking on the “Paperless Status” icon on the top of the overview page. There you can select which documents you want by regular mail and which ones you want an email notification for. To clarify, Tribox doesn’t email the documents; rather you’ll get an email notification when new documents are available to view. You can change your settings at any time by clicking on the same “Paperless Status” icon. Or, we are happy to set you up with paperless statements by calling us at 561.730.2100.
- I moved. How do I change my address?
We are happy to change your address for you in all of our systems, but first in order to protect you we need to verify your identity. For this purpose, please call the office and let us know where you’ve moved. We will take care of the rest! Please note, you are more than welcome to send us an E-Mail notifying us of your new digs, but we will always call and verify before changing it in our systems.
- When will my tax documents be ready?
The IRS gives guidance on mandatory dates that documents must be sent to investors. We have found that each year the timelines shift. To provide you with the most up-to-date information, please see the attached document for the 2022/2023 tax filing year (Click Here).
We understand the urgency of wanting to have your taxes completed and want your documents as soon as possible. As soon as they are released to us, we will ensure you receive them in a timely manner.
- I want to transfer my portfolio to your care. How does that work?
We make it simple.
We handle all the paperwork and most of the documents can be signed electronically.
Most of the time all your investments will transfer in kind, which means every share you own of every investment will transfer over to our care. The former advisors can’t sell or buy inside of your accounts during the transfer process.
No capital gains will be created because of transferring to our care.
