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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:
- 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
record keeping 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.
How
to enroll
You can enjoy the convenience and efficiency of E-Documents
through a simple online enrollment process:
- Click
on the “Enroll in E-Docs” link below to go to
the main sign on page
- Click
on the “Enroll” link in the upper right-hand corner
and follow the onscreen instructions, which will guide you
through the enrollment and acceptance process.
Enroll
Now
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