| |
You’ll enjoy a number of benefits
by participating in the E-Documents service: |
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. |
|
| 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. |
