15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
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 eliminates paper mailing of these documents. If there is no monthly activity in your account, statement(s) will be generated quarterly.
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.