Keystone Financial Partners

More companies are providing options to reduce the amount of paper you receive with electronic delivery or access by secure website. You must have an active email account to take advantage of these options.

Below is a list of the types of accounts and some of the options that are available. Click on the link for more details on how to make the changes. We will add more options as they become available.

Commonwealth Brokerage Accounts

-View Account Statements & Trade Confirms Online
-Electronic delivery (e-delivery) of proxies and annual reports
-Suppress Confirmations on PPS accounts

American Funds
-View Quarterly Statements, Transaction Confirmations, Prospectuses, and/or fund reports online

American Legacy, Lincoln Financial, and Jefferson Pilot
-View Quarterly Statements, Trade Confirmations, and Prospectuses online

College Bound Fund
-View quarterly statements online

DWS-Scudder Investments
-Online access to account statements, prospectuses, fund reports, etc

Eaton Vance Mutual Funds
-Electronic delivery option for your statements, prospectuses, proxies, and annual reports

Genworth (formerly AssetMark)
-View Account Statements online only (Pershing custodian only)
-Suppress Trade Confirmations (Pershing and Genworth Trust custodian)

Inland American Real Estate Investment Trust (REIT)
-Receive SEC filings, prospecutus information, and REIT financial reports by email

Jackson National Life Variable Annuities
-Access prospectuses, annual reports, semiannual reports, confirmations, and correspondence via secure website

John Hancock Variable Annuities
-View account statements online only

Transamerica Funds
-Receive statements, trade confirmations, and annual/semiannual reports electronically

Do you have questions about going paperless? Are there other accounts you would like to see added to this list? Please contact Karen Brock at kbrock@keystonefinancialpartners.com with comments, questions, or suggestions.