Once you access your brokerage account online, you can stop the paper and choose e-Delivery!

Receive many of your account documents electronically. Review them. Save them. Print them. Delete them. It’s your choice—you have the control. Save a tree and elect to receive your investor communications electronically. It’s the GREEN thing to do!

Make sure you have activated your online account viewing first, then follow these steps to enjoy e-Delivery:

  1. Go to your online brokerage access website located at:
  2. Access your account
  3. Click on My eDocuments
  4. Follow the onscreen prompts
  5. Click the Submit button

We will email you when you have a communication ready. Click on the link in the email and log in. That’s all there is to it. If you still have questions, contact your financial professional. Start enjoying e-Delivery today!