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Do you have an account and are tired of all the mail? Go Paperless!
Complete the name and email address fields.

For managed accounts, type in the number(s) of the document(s) you wish to change to Paperless eDelivery, or simply state "ALL"
1. Confirms/Confirming Prospectus
2. Statements & Regulatory Inserts
3. Eligible Customer Correspondence
4. Tax Forms & Related Disclosures
5. Shareholder Reports (Incl. Prospectuses) & Other Documents

For all other accounts, type the name of the account provider(s) you wish to change to Paperless eDelivery.
Ex. Transamerica, or All Accounts

Check the background of this firm/advisor on FINRA’s BrokerCheck.