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E-Delivery

Make a difference in the world.

Benefits of E-Delivery:

  • Account documents are securely stored on the site for up to seven years. View or print them at any time.
  • Eliminate paper clutter, and reduce the risk of identity theft.

How it works:

  • We will send you email notifications when new account documents are available for your review. Click on the link in the message and log on to the Web site to view your account documents.
  • You will no longer receive paper copies of applicable documents by mail.

Notifications are available for the following materials:

  • Account statements
  • Forms 1099
  • Trade confirmations
  • Prospectuses
  • Syndicate communications
  • Proxies, annual reports and other shareholder materials
  • General correspondence, such as notices of account information changes, verification of account profiles and confirmations of certain financial transactions.

Questions related to E-Delivery can be addressed to the Online Client Service Center 24 hours a day, 7 days a week, at (800) 221-3636. If you are a client calling from outside the United States, you may call collect at 1 (801) 617-9153.

Questions related to E-Delivery can be addressed to the Online Client Service Center 24 hours a day, 7 days a week, at (800) 846-5200. If you are a client calling from outside the United States, you may call collect at 1 (210) 677-0065.

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For more information, please contact your Financial Advisor.

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