Broker Check

Enroll in Paperless Electronic Delivery

Go green, stay secure, and simplify your financial life by enrolling in paperless e-delivery. Protect the environment, reduce paper clutter, and enhance security while enjoying easy online access to your accounts.

Why e-Delivery?

Convenience - Access, download, print and email account communications from any computer with internet access and applicable PDF software.

Increased Security - Securely access your accounts in a password-protected environment, eliminating paper delivery of sensitive financial information and reducing the risk of identity theft.

Secure Record Keeping - Eliminate the clutter of extra paper at home and quickly search online for the account communications you're looking for. 

Environmental Awareness - Help the environment by cutting back on paper printing to save trees and delivery 

Save Money - Some companies charge you or your advisor delivery fees for mailing account documents.


Get started by visiting the website of the company you have the account with. Register for online access by creating a username and password for a secure online portal for your accounts. 

Pershing eDelivery

Register for NetXInvestor.com to access your secure client portal for your Pershing accounts. 

Click Here for NetXInvestor Registration Instructions

If you already have an account, log in and enroll your account documents in paperless eDelivery. 


Click Here for eDelivery Instructions

NetXInvestor.com

Orion/ Schwab eDelivery

You can access client portals for your Orion account at both SchwabAlliance.com and www.PortfolioLogin.com

Charles Schwab is the custodian company for Orion. If you have an Orion account:

Orion sends out Quarterly Statements.

Schwab sends you Monthly Statements.

Click Here for eDelivery Instructions for Orion & Schwab

To access your eDelivery preferences for your Monthly Statements for Orion,

Click Here for SchwabAlliance.com

To access your eDelivery preferences for your Quarterly Statements for Orion,

Click Here for www.PortfolioLogin.com

SchwabAlliance.com

American Funds eDelivery

Register for the client portal to access your American Funds accounts online at CapitalGroup.com

If you already have an account, log in and enroll your account documents in paperless eDelivery.

Click Here for American Funds Registration & eDelivery Instructions

CaptialGroup.com

Have a Question?

Thank you!
Oops!