With just a few clicks of the mouse, you can choose electronic delivery for investment account statements, trade confirmations, tax documents and more.
GO PAPERLESS - MAKE A POWERFUL CHOICE.
You decide how you want to receive your investment account communications – electronically or in paper form. If you change your mind, it is easy to update your preferences.
Instead of receiving paper copies by mail, you can view them online as soon as they are available.
More convenient, secure and flexible.
Many Investors enjoy the convenience and security made possible by accessing their account communications online.
Convenience: Access, download and print your account communications at any time, from any computer.
Increased Security: Reduce the risk of identity theft by eliminating paper delivery of sensitive financial information. Your account communications will be accessible to you within a password-protected environment.
Centralized Record-Keeping: Eliminate the clutter of extra paper at home and quickly search for the account communications you’re looking for online.
To get started for e-delivery you will first need to register for online access. Once that is complete, you will login with your new username and password. Click on the Go Paperless icon in the top right corner.
For further instructions on how to register for NetXInvestor, click here to view a PDF file that explains the process in detail.