Address
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 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
- Sign on to your account via Wealthscape Investor.
- Click on Service from the main navigation menu.
- Click on Document Delivery Instructions.
- Make sure you have an email on file. If not, click on Add e-Mail, follow the instructions, and click Apply.
- 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.
- 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.
