Receive documents electronically with Online Access
Tired of paperwork piling up? When you sign up for Online Access, you'll receive important account documents electronically. When new documents are ready, we'll email to let you know. Then, simply log in to Online Access and go to the Documents section to view, save or print them at any time.
- Tax forms
- Trade confirmations and prospectuses
- Shareholder materials*
- Notices and account verifications
Is my information secure?
The security of your personal information is not something we take lightly. We will never send your account documents by email. Instead, you'll be notified when you can view your documents in Online Access. You will avoid paper mail getting in the wrong hands or important information being lost in a fire, flood or other natural disaster.
Online Access also uses two-step authentication to help protect your account information. When you log in, you'll confirm your identity using a unique code sent to you by email, text message or phone call.
Plus, our Information Security department monitors our systems 24/7 for unusual or suspicious behavior, and we protect our systems using extensive anti-virus and anti-malware security, defensive firewall barriers, intrusion prevention and detection, digital forensics and investigative tools. Learn more about what we do to help protect you in our Privacy & Security Center.
*Not all industry shareholder documents are available electronically.