Paperless Options: Eaton Vance

With an Eaton Vance account, you can select the electronic delivery option for your statements, prospectuses, proxies, and annual reports.

To set up an online account:

  • Go to www.eatonvance.com
  • Click ‘Investor Account Access' in the top right
  • Below the ‘SIGN IN HERE' box, select ‘ENROLL FOR ONLINE ACCOUNT SERVICES'
  • Fill in your personal information and account number
  • Then set up your user name, password, and security questions


To enroll for electronic delivery:

  • From the Home page, click ‘Individual Investors' on the left
  • Click the tab on the white banner that says ‘Investor Resources'
  • You will then see a link called ‘Forms & E-Delivery'
  • Once you've selected this, click ‘Activate Electronic Delivery of Account Statements' and ‘Activate Electronic Delivery of Shareholder Documents'
  • You will need to log in to your account in order to activate the e-delivery options

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