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e-Delivery is a service available through Wealthscape Investor, which provides you email notification when important account-related documents are available. In order to protect your information, the email will not contain these documents or account details. Instead it contains a link to the Wealthscape Investor website. You will need to click on the link and sign into the site to view the documents.

e-Delivery Helps You

  • Save Time: Have instant access to brokerage statements and trade confirmations online. e-Delivery users have access to a rolling 10 years of statements, seven years of trade confirmations and a minimum of three years of eligible correspondence.
  • Simplify Record Keeping: Enjoy extensive, uncluttered access to brokerage account records.
  • Protect Your Identity: May help with protection against identity theft by reducing the amount of paper containing account and personal information.
  • Go Green: Reduce the amount of paper you receive in the mail.

 Available Documents

  • Statements
  • Statement Inserts
  • Confirmations
  • Prospectuses
  • Shareholder Reports
  • Proxies
  • Tax Documents

e-Delivery eliminates paper mailing of these documents. If there is no monthly activity in your account, statement(s) will be generated quarterly.

To Sign Up for e-Delivery

  1. Sign on to your account via Wealthscape Investor.
  2. Click on Service from the main navigation menu.
  3. Click on Document Delivery Instructions.
  4. Make sure you have an email on file. If not, click on Add e-Mail, follow the instructions, and click Apply.
  5. Choose the documents you would like to receive electronically. If you would like e-Delivery of all documents, click on Set all documents to electronic delivery, then click on Save This Account.
  6. Repeat the above steps for each account you wish to enroll in e-Delivery.

Please Note: Once enrolled, online delivery will begin within 24 hours, however any changes made to e-Delivery preferences will take a full statement cycle to be implemented. For joint accounts, only one owner’s email address will receive e-Delivery alerts.

Certain confirming prospectuses and shareholder reports may not be available through the e-Delivery service and will continue to be sent via U.S. mail.