Broker Check

Go Paperless

We would like to encourage you to Go Digital by turning off your paper statements and trade confirmations in Account View.

Here are three reasons to elect e-Delivery: 

  • It allows you to be more organized. You can simplify your life by eliminating clutter and unnecessary mail. You can find what you need easily in Account View.
  • Your account information is safe and secure. Secure online access and e-Delivery of statements helps protect you from the possibility of mail fraud and identity theft.
  • Expanded access. Available 24/7 from any device.

By turning off your paper statements, you will no longer receive a paper statement in the mail. Instead, you will receive an email letting you know that your statement is available in Account View. To sign up, click on the Go Green Meter on the Account View homepage or go to the Statements tab and click Go Paperless.

Please feel free to call our office for more information or if you need assistance with your paperless settings.