Sign Up for e-delivery

Use e-delivery to access, download, print and e-mail account information—anytime, from anywhere.

Encourage your clients to do something good for themselves and the environment by choosing to have their documents delivered electronically. With e-delivery, clients can receive their brokerage account statements, trade confirmations, tax documents and more via e-mail.

Once clients log in to their account, they can click on the “go paperless” icon.