FAQs
The most common questions C2 clients ask, answered in plain language. If something came up in a meeting or review and you want a quick reference, start here. If you still cannot find what you need, our team is one email away.
How do I upload my statements before my first meeting?
Use the Secure File Upload portal to send your statements to the C2 team before your first meeting. Please upload all documents in PDF format.
The following statements are most helpful for us to have in advance:
- Investment account statements your most recent month-end statements, including all pages (holdings, account numbers, and how the account is titled).
- Pension lump sum and annuity options if available; if you are currently receiving a pension, include documentation showing your gross (pre-tax) benefit amount.
- Social Security your most recent statement or estimate (you can download this at ssa.gov); if you are currently receiving benefits, include your SSA-1099.
- 401(k) / 403(b) your most recent statement and a full list of the investment options available in your plan.
- Life insurance your most recent policy statement(s).
- Most recent tax return please do not redact your Social Security number(s).
- Long-term care insurance your most recent policy statement(s).
- Trust funding instructions if applicable.
If you are unsure whether a document is needed, include it. Our team will review everything and follow up if anything is missing.
How do I upload my Vanguard investment account?
Please upload two things: your most recent full Vanguard statement and either the account summary page or a screenshot that clearly shows your full account number. Having both allows your C2 team to submit them together and initiate the transfer accurately. If you are unsure which page shows the account number, look for the portfolio summary or account overview section at the beginning of your statement.
Where do I go to see my current account balances?
For the most current and up-to-date balances on your investment accounts, go directly to Fidelity.com. For insurance products, you should have received portal information at the time of delivery you can go to the carrier's individual website and use your policy number to create an account. Policy numbers can be found on the Contract Tracking Report you received at your Delivery Meeting.
How do I request a distribution from my account?
Contact us at service@c2privatewealth.com to initiate a distribution request. Your C2 team will confirm the amount, source account, tax withholding preferences, and delivery timeline before anything is processed. For recurring distributions, our team can set up a standing schedule so funds arrive automatically.
If the FAQs above did not answer your question, our C2 team is here to help. Please reach out to us at service@c2privatewealth.com. This inbox is monitored by all C2 team members and advisors, so your message will reach the right person. We are happy to assist.