Paperless Options: Genworth (Pershing Custodian) Account Statements


In order to shut off hard copies of your monthly Genworth Financial statements, we will need to set you up with a login for their system.  Please note this is only currently available if you have Pershing as your custodian (it is not currently available with the Genworth Trust custodian).  In order to establish a log in, we can mail a form or speaking with you by telephone to gather some additional data.  To request this form, click HERE or you can call the office at (919) 463-0018.


Once you have your login, you can choose what documents you would like e-delivered.  At this time, you cannot stop hard copies of prospectuses.

  • Log in with your NetX ID
  • Click on 'my info'
  • Then 'account profile'
  • Next, click on 'document delivery'
  • You are then able to choose which documents you want sent electronically and which you want delivered by mail

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