With eCommunication, you have four choices for managing delivery of your important account documents:
- All documents electronically
- Annual statement in paper, all other documents electronically
- Quarterly and annual statements in paper, all other documents electronically
- Quarterly and annual statements and transaction confirmations in paper, all other documents electronically
Account documents you can receive electronically include:
- Annual and semiannual reports
- Proxy materials
- Transaction confirmations*
- Tax Information**
- Account statement (PDF format that you can print, download or save)
*Electronic transaction confirmations are not available for some account types at this time.
**Tax forms are sent electronically and in paper.
If you have a Giftrust® account, you can choose Options 1 or 2 since you receive only one year-end statement. Options 3 and 4 are not available.
Brokerage accounts also have paperless options.
eCommunication is not currently available for certain employer sponsored retirement plan accounts.