E-Documents

E-Documents FAQsView a Sample E-Documents Trade ConfirmationView a Sample E-Documents Account StatementE-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 recordkeeping 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.

You can enjoy the convenience and efficiency of E-Documents through a simple online enrollment process:

• Click on the “Enroll in E-Docs” button below to go to the main sign on page
  
  
• Click on the “Enroll” button in the upper right-hand corner and follow the onscreen instructions, which will guide you through the enrollment and acceptance process.