What is a 3210 Letter?

A 3210 Letter—formerly known as a 407 Letter—is the written permission that an employer gives for certain member employees to hold investments. Companies may also request to receive duplicate brokerage account statements so that they can see the securities held in a member’s personal investment account(s).

Your employer can email your 3210 letter of approval to brokerstatementrequest@greenlight.com.

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