Go Paperless

We are pleased to offer clients the option to go paperless by enrolling in electronic delivery services for statements and other shareholder communications.

LPL Accounts
 
To turn off paper Statements for LPL accounts, go to the “Client Access” link under the “Wealth Vision and Account View” heading on our Home page.  Then, click on the Statement Tab. Next, click on the “Paperless Options” button and check the boxes by each account you would like to convert to paperless status. 

For other shareholder communications, such as Mutual Fund prospectuses, annual reports and proxy statements, you may enroll for electronic delivery services by clicking here.  
 
Accounts held directly with Mutual Fund Companies
 
Please contact our office for information on how to sign up for e-delivery and to turn off paper mailings for accounts held directly with Mutual Fund Companies such as 529 college savings accounts.