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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.
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
(Part 1 of 2)
Self-Register for NetXInvestor:
Click the "Register" button towards the bottom right of the homepage
Click "Start Registration"
Review and Agree to the "Terms and Conditions" regarding identity verification
To do so, Check the box marked "Accept" and Click "Continue"
Provide the required information for the Primary Account Holder, including: Account Number, SSN, and Legal Address
Provide a valid Email Address
Verify your identity by answering a few multiple-choice questions.
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
You must Activate the account by clicking the link in an email that will be sent to the email address that you provided
You must activate the account within three calendar days of registering.
(Part 2 of 2)
Enroll in eDelivery in NetXInvestor:
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
Click on the "Go Paperless" icon at the top right portion of the page
Check the box for "Statements and Reports and Trade Confirmation" and Cl
ick the "Save" button
Review the "Electronic Notification Agreement", and then scroll to the bottom of the agreement and click the "I Accept" button
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