Going Paperless

Speaker: Shanda Bortner, Director of Client Experience

Transcript:

To update the mailing preferences for your investment accounts online, find the dropdown menu on the top right of your screen.

Drop down to paperless preferences.

Please note that this is a sample account. Therefore, the system does not recognize it as being eligible for e-delivery.

But for your accounts, you'll have all your accounts listed here, and you can specify which ones you would like—e-delivery versus U.S. mail.

You can select to have all of them for e-delivery or all of them in U.S. mail.

It's totally your preference, but this is where you'll see it on your screen to do so.