Resource conservation has become an important initiative across the globe. Investors can “go green” by turning off paper delivery of brokerage account statements and trade confirmations. Pershing recently launched www.myedocumentsuite.com. It is a self-service site that allows investors to register online and turn off paper delivery for Pershing brokerage accounts. There is no fee to use the site, regardless of how often an investor logs on. Current NetExchange Client users can access www.myedocumentsuite.com with their user name and password.
Investor benefits include:
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Safety and security: Going paperless reduces the risk of identity theft and protects personal information by eliminating paper delivery of sensitive financial information.
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Anytime, anywhere access: Clients can enjoy instant access to their documents from any computer, at any time, anywhere.
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Centralized recordkeeping: Clients can reduce clutter at home and view account statements, trade confirmations, and tax documents together online.
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Convenience and flexibility: With paper suppression, clients can access, download, print, and e-mail their documents at any time
- Environmentally friendly: Reducing paper consumption is a responsible, environmentally-friendly choice.
The site is self service. Investors can register themselves and reset a forgotten password online. Investors will receive HTML e-mail notifications containing a click-through link when a document is ready to view online. It is easy to view, print, or download statements and confirmations. Investors can access statements for 10 years, tax documents for 7 years, and trade confirmations for 3 years.
Investors can visit www.myedocumentsuite.com and click “register now” to start “going green.”
