As a Brokerage client, you decide which documents you would like to receive electronically. Then you'll access them securely after you Log In with your User Name and Password.

Your choices
Choose any or all of the following account documents to receive electronically.

  1. Statements and Reports
  2. Trade Confirmations
  3. Notifications
  4. Tax Documents
  5. Proxy/Shareholder Communications
  6. Prospectuses 

Going Paperless has its Benefits

  • Less Paper - Eliminate paper pileups and reduce clutter.
  • Environmentally Friendly - Save trees and join us in helping protect our natural resources.
  • Convenient - Get notified when your documents are available, and choose how you want to manage them.
  • Safe and Secure - Protect your identity and sensitive documents from being stolen or lost.

Going Paperless is easy. Follow these simple steps to enroll.

  1. Log In with your User Name and Password.
  2. Select your Brokerage account under Portfolio of Accounts in the margin.
  3. Select the Brokerage Account Access button.
  4. Select the Go Paperless icon and make your selections.