Broker Check

E-Delivery

Electronic Delivery 

More convenient, secure and flexible.

GO PAPERLESS - MAKE A POWERFUL CHOICE. 

Many Investors enjoy the convenience and security made possible by accessing their account communications online.

With just a few clicks of the mouse, you can choose electronic delivery for investment account statements, trade confirmations, tax documents and more.

Instead of receiving paper copies by mail, you can view them online as soon as they are available.

You will also be making a choice that is better for the environment.

You decide how you want to receive your investment account communications – electronically or in paper form. If you change your mind, it is easy to update your preferences.

Going paperless has many advantages:

  • Convenience

Access, download and print your account communications at any time, from any computer.

  •  Increased Security

Reduce the risk of identity theft by eliminating paper delivery of sensitive financial information. Your account communications will be accessible to you within a password-protected environment.

  • Centralized Record-Keeping

Eliminate the clutter of extra paper at home and quickly search for the account communications you’re looking for online.


DIRECTIONS FOR ONLINE SELF REGISTRATION: 

  • Go to: netxinvestor.com
  • Click Register Now
  • Review the Welcome Screen and click Next
  • Review the terms and conditions regarding identity verification and click “I Agree.”
  • Provide user information, including your name, a valid email address, Social Security number, legal U.S. address, and account number on which you are listed as the primary account holder.
  • Verify your identity and proceed. To verity your identity and for the safety and security of your information, you will be asked three questions.
  • If you provide the correct answer to all three questions, you will be taken to the next step.
  • If you fail to provide the correct answer for one question, the fourth question will be displayed. If your answer to the fourth question is correct, you will be taken to the next step.
  • If you fail to provide the correct answer for more than two questions, a message displays indicating you have failed to verify your identity. You can either try again later or contact your firm for assistance.
  • Create a user ID and password.
  • Enter email address, date of birth, and mother’s maiden name.
  • An email with further instructions is sent to the entered email address. Action should be taken within three days of receiving the email.
  • Click the link in the email within three days to make the user ID permanent.
  • Create personalized security questions when prompted. For information on configuring security questions and answers, see page 11.
  • The self-registration for online access is completed.

DIRECTIONS TO "GOING PAPERLESS" IS QUICK & EASY:

Step 1

Log in to NetXInvestor and click on the “Go Paperless: logo at the top of the screen.

Step 2

Add an e-mail address if there is not one associated with your account; then, click “Quick Enroll: to enroll all accounts for e-delivery, or “Edit” to add accounts individually.

Step 3

Choosing “Quick Enroll” will enroll all of your accounts. Choosing “Edit: will allow you to check the box next to the account communications you wish to receive electronically. You can return to this screen and update your preferences at any time. If you choose to receive proxy and shareholder communications electronically, you’ll be asked to enter a four-digit numerical PIN, then click “Save PIN.”

Step 4

In the last step, you will see the terms

 and conditions of the Electronic Notifications

Agreement. Please read these terms and conditions

 and click “I Agree.”


That’s all it takes.


After clicking “I Agree,” you will see a pop-up

screen confirming your choices; you will also

 receive an e-mail confirmation as well as a

 hard-copy letter, for security purposes.


Once you have chosen electronic delivery,

you will receive an e-mail notification when

a new account communication is available

to view online. To view the communication,

simply log in to NetXInvestor and click

“Communications: and make your selection

for document type from the list on the left side.

You can view your account statements, trade confirmations or other account communications

for the time period you specify.


PLEASE GIVE US A CALL IF YOU HAVE ANY QUESTIONS ABOUT NETXINVESTOR OR NEED ASSISTANCE WITH LOGGING IN OR ENROLLING FOR E-DELIVERY. 

TO SELF REGISTER