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Choose eDelivery

Immediate. Convenient. Secure. Go paperless, and we'll email you as soon as your important documents are available online. It's fast, safe, and absolutely free. View, print, or save documents from anywhere. Worry less about paper documents compromising your security. Help the environment by reducing paper consumption. Choose eDelivery.

Do you have a brokerage account? Follow the instructions below on How to Enroll in eDelivery.

All other account types - please contact your advisor if you wish to enroll.

How to Enroll in eDelivery

(Part 1 of 2) Self-Register for NetXInvestor:

  1. Go to NetXInvestor
  2. Click the "Register" button towards the bottom right of the homepage
  3. Click "Start Registration"
  4. Review and Agree to the "Terms and Conditions" regarding identity verification
    • To do so, Check the box marked "Accept" and Click "Continue"
  5. Provide the required information for the Primary Account Holder, including: Account Number, SSN, and Legal Address
  6. Provide a valid Email Address
  7. Verify your identity by answering a few multiple-choice questions.
  8. Create a User-ID and Password
    • NOTE: When creating a secure password, the password must:
      • Contain a minimum of 8 and a maximum of 12 characters
      • Not contain any special characters, for ex: "# $ % - &"
      • Not contain your first, last, or middle name
    • IMPORTANT: You must Activate the account by clicking the link in an email that will be sent to the email address that you provided (Step 6). You must activate the account within three calendar days of registering.

(Part 2 of 2) Enroll in eDelivery in NetXInvestor:

  1. Go to NetXInvestor
  2. Log In using your User ID and Password (Part 1, Step 8)
    • If this is your first time logging in since registering, you will need to answer a few security questions to further protect your information
  3. Click on the "Go Paperless" icon at the top right portion of the page
  4. Check the box for "Statements and Reports and Trade Confirmation" and Click the "Save" button
  5. Review the "Electronic Notification Agreement", and then scroll to the bottom of the agreement and click the "I Accept" button
  6. You will receive an on-screen confirmation that the changes to your document delivery preferences have been updated successfully
    • You are now set-up to receive Trade Confirmations, Statements, and Reports via e-mail