We appreciate the opportunity to work with you and help you work toward achieving your goals. The accounts we have opened are an important step in that process. Below you will find instructions to access your account information online and elect electronic delivery of notices, should you choose. As always, feel free to reach out if you have any questions on this or another topic.
Register for online access
Electronic Delivery of Notices (Paperless delivery), if desired
Set brokerage account literature (reports, prospectuses, etc.) to paperless
These changes should be in effect within 1-2 mailing cycles