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E-Documents
is a complimentary service designed to give investors more timely access
to financial reports by providing them in an electronic format.
You’ll enjoy a number of benefits by participating in the E-Documents
service:
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Flexible
access to
account statements, trade confirmations and other documents via the
Internet, when it is convenient
for you - 24 hours a day, 7 days a week. You receive an e-mail notification
when new documents are posted and you have the ability to view documents
of your choice. Almost all documents are available in a PDF format, which
is ideal for downloading and printing. |
| Faster
delivery of
important investment information. Trade confirmations are available online
the day after the trade has been processed. Account statements are generally
available on the second or third calendar day of the month. Mutual fund
prospectuses, proxy statements, and annual reports are typically available
within five days after publication by the issuing corporation. |
| Secure
storage in
a private E-Documents account. Your personal financial records are kept
confidential and are available only to you through a password protected
connection. |
| Reduced
paperwork and
clutter. You no longer receive paper trade confirmations, statements and
other documents by mail since the online documents are identical to the
printed versions. |
| Enhanced
recordkeeping and
the ability to search for and retrieve specific documents. A “virtual file
cabinet” of trade confirmations and account statements is maintained enabling
you to access historical information for an extended period. |
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Enroll in E-Documents
Today EXISTING
CUSTOMERS CLICK HERE TO APPLY
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| You can
enjoy the convenience and efficiency of E-Documents through a simple online
enrollment process:
– Click on
the Existing Customer link above.
– The onscreen
instructions
will guide you through the enrollment and acceptance process.
– You’ll
receive an e-mail notification when your enrollment is complete. |
New
customers: Click
here to register (open account,
obtain User Name & Password)
and
then go to E-Documents link to enroll for this product.
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