Broker Check

Electronic Access & Delivery

June 24, 2021
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Hi Everyone and Happy Summertime!

Securities America is encouraging all clients to sign up for Electronic access to your accounts and e-delivery of statements, confirmations & prospectuses.  If you are like me - you have enough paper to deal with every day so this would cut down on some of that for you. The websites are user friendly and give you instant access to your account information. Another advantage is that the custodians (Pershing and National Financial Services) are both imposing fees for certain paper documents - the fees are small but they add up.

Pershing Accounts:
For those of you with Pershing Accounts you can enroll in electronic access and delivery by going to NetXInvestsor.com and registering at the bottom of the login box.  You will need one of your account numbers and you will be asked a series of identifying questions.  Once you gain access - look for the Green - "Go paperless" button on the right and click it.  Once in - you can choose which documents you wish to receive electronically.  I recommend all EXCEPT your tax documents - those I feel you should continue to receive in paper form so nothing is missed at tax time.

Here is a video that will walk you through it: NetXInvestor Enrollment Video

National Financial Services (Fidelity) Accounts:
For those with accounts at NFS - Give me a call and I can send you  an email with an option for you to elect in automatically with a single click.  

Alternatively you can enroll in electronic access and delivery by going to Wealthscape Investor and registering at the bottom of the login box.  You will need one of your account numbers and you will be asked a series of identifying questions.  Once you gain access - a box should pop up asking you to go paperless - if not - go to the menu at the top right and select the first item under service for documents.  Once in - you can choose which documents you wish to receive electronically.  I recommend all EXCEPT your tax documents - those I feel you should continue to receive in paper form so nothing is missed at tax time. 

I highly encourage everyone to take advantage of the electronic features. 

If you need any assistance, please do not hesitate to reach out. 

To schedule a phone call or appointment - please visit our website www.Pfstrat.com and click the Schedule button.  

Enjoy the rest of your summer!