You Can Now Choose to View Account Statements and Trade Confirms Online for your Commonwealth Brokerage Accounts I'm pleased to announce that you can now opt out of receiving paper statements and trade confirmations from National Financial Services (NFS)—the clearing firm where your accounts are carried—and view them online instead.
If you'd like to stop receiving these documents via regular mail, just follow these steps: - Go to the Administration tab in Investor360°® and select Preferences.
- For each account carried by NFS, indicate the one e-mail address NFS should use when sending notification that a statement or confirm is available for online viewing. If there is more than one person listed on your account(s), you must choose which one will receive notifications:
- If there is a pre-filled e-mail address showing, please verify that it is correct. If not, click in the Email Destination field and correct it.
- If there is no e-mail address for the selected account holder, please enter it manually by clicking in the Email Destination field.
- Check the appropriate box(es) to indicate whether you want to suppress paper for just statements, just confirms, or both.
- Repeat steps 1 through 3 for each separate account.
- Click Save, and read and accept the disclaimer that appears.
After you've completed these steps, your next paper statement will be your last; e-notifications will begin after the current statement cycle is complete. Once e-notification is active, just go to the Portfolio tab and click on Statements or Confirms to view your information.
This is just another of the small improvements we're always trying to make to simplify your life, and we're pleased that this one also helps the environment. We hope you'll take advantage of this new feature, and, as always, we encourage you to give us a call with any comments or questions.
back
|
