Information Regarding the PATRIOT Act

To help the government fight the funding of terrorism and money laundering activities, federal laws require that Cantella & Co., Inc. obtain, verify, and record information that identifies each person who opens an account.

Cantella & Co., Inc. will take the following steps when you open an account and will require at least some of the following:

The firm will ask for your name, address, date of birth, and a government-issued identification number that will allow us to identify you. For certain entities, such as trusts, estates, corporations, partnerships, or other organizations, identifying documentation is also required. We may also ask to see your driver's license or other identifying documents.

Should you object to these steps that are mandated by Section 326 of the USA Patriot Act, we may restrict your account or request you to close an existing account.

Contact Information

Cantella & Co., Inc.
28 State Street 40th Floor
Boston, MA 02109
(800) 333-3502