More convenient, secure and flexible.
GO PAPERLESS - MAKE A POWERFUL CHOICE.
Many Investors enjoy the convenience and security made possible by accessing their account communications online.
With just a few clicks of the mouse, you can choose electronic delivery for investment account statements, trade confirmations, tax documents and more.
Instead of receiving paper copies by mail, you can view them online as soon as they are available.
You will also be making a choice that is better for the environment.
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.
Going paperless has many advantages:
Access, download and print your account communications at any time, from any computer.
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.
Eliminate the clutter of extra paper at home and quickly search for the account communications you’re looking for online.
DIRECTIONS FOR ONLINE SELF REGISTRATION:
DIRECTIONS TO "GOING PAPERLESS" IS QUICK & EASY:
Log in to NetXInvestor and click on the “Go Paperless: logo at the top of the screen.
Add an e-mail address if there is not one associated with your account; then, click “Quick Enroll: to enroll all accounts for e-delivery, or “Edit” to add accounts individually.
Choosing “Quick Enroll” will enroll all of your accounts. Choosing “Edit: will allow you to check the box next to the account communications you wish to receive electronically. You can return to this screen and update your preferences at any time. If you choose to receive proxy and shareholder communications electronically, you’ll be asked to enter a four-digit numerical PIN, then click “Save PIN.”
In the last step, you will see the terms
and conditions of the Electronic Notifications
Agreement. Please read these terms and conditions
and click “I Agree.”
That’s all it takes.
After clicking “I Agree,” you will see a pop-up
screen confirming your choices; you will also
receive an e-mail confirmation as well as a
hard-copy letter, for security purposes.
Once you have chosen electronic delivery,
you will receive an e-mail notification when
a new account communication is available
to view online. To view the communication,
simply log in to NetXInvestor and click
“Communications: and make your selection
for document type from the list on the left side.
You can view your account statements, trade confirmations or other account communications
for the time period you specify.
PLEASE GIVE US A CALL IF YOU HAVE ANY QUESTIONS ABOUT NETXINVESTOR OR NEED ASSISTANCE WITH LOGGING IN OR ENROLLING FOR E-DELIVERY.