The Reasons to Go Paperless are Piling Up

    See Your Statements and Confirmations Online in Investor360º ®

    Eliminate the clutter associated with multiple account mailings, and simplify the way you’re notified of account statements and confirmations. With Investor360º, you can:

    • Get set up in just minutes
    • Decide which accounts to include
    • Receive notifications by e-mail when your online statements and confirmations are ready for viewing

    See Just How Easy it is to Go Paperless

    With Investor360º, Eliminating Paper Takes Just Minutes

     
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    Step 1

    Go to the Settings page in Investor360º and scroll to the Paperless Preferences section.

     

     

    Step 2

    For each account, select the account holder and enter an e-mail address for delivery. Check the box for all account and document types or choose specific document types you would like to receive by paperless delivery.

     

     

    Step 3

    Read and accept the Electronic Notification Agreement that appears, then click Save.

     

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