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Note: The information contained in the Notice you are about to view is confidential ("Confidential information") and is and will remain the property of Alera Group Ultimate Holdings, LLC (with its subsidiary Alera Group, Inc. and all affiliates "Alera"). By clicking "ACCEPT & CONTINUE" below you (A) agree that you will, (i) keep the Confidential Information confidential, (ii) not use the Confidential Information for any reason not related to your consideration of participation, and (iii) without limiting the foregoing, not disclose, share or distribute the Confidential Information to any person except your spouse and financial advisor, provided that they understand and agree to the confidentiality requirements set forth herein; and (B) agree, acknowledge and understand that any breach by you (or your spouse or financial advisor) of the restrictions set forth herein shall subject you to disciplinary action (including your termination of employment) and you and them to damages and other actions in a court of law. You may not download, copy, screen shot or otherwise duplicate any of the Confidential Information contained in this Notice.
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Plaid is struggling. Often reconnecting Plaid to your checking account (click on Change Bank) will resolve this issue.
You hereby authorize Nth Round to initiate entries to and, if necessary, initiate any adjustments for such transactions that may have been credited or debited in error, and/or as may be required by law. This authority will remain in effect until Nth Round is notified by you in writing to cancel it in such time as to afford Nth Round commercially reasonable opportunity to act on it.
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Here is how we calculate headline numbers:
Investment is the aggregate sum of quantity x price for those rows in the table where you are the receiver (e.g., buyer) of securities.
Realized Return is the aggregate sum of quantity x price for those rows in the table where you are the sender (e.g., seller) of securities.
Current Value is the number of shares that you currently hold, multiplied by the most recent Valuation per share that we have recorded.
Capital Gain is Current Value plus Realized Return minus Investment.
ROI is Capital Gain dividend by Investment, expressed as a percentage.
Note: There are many ways to calculate financial performance. Please reach out to firstname.lastname@example.org. if you have questions or would like to see a different presentation. Thank you!