Go Paperless

Reduce waste. Minimize clutter.
With just a few clicks, you can begin receiving your financial documents and statements by email instead of snail mail.

Goodbye Mailbox. Hello Inbox.

Enroll in e-delivery of your important documents and statements by registering with NetXInvestor. It is fast, free and you can access your investment accounts 24/7 from the comfort of your home – or mobile phone.

Goodbye Mailbox
Go Paperless

Save paper. Save time. Save hassle.

NetXInvestor provides you with secure access to your investment accounts, night and day, seven days a week. You select which financial documents to receive in your e-mail inbox, rather than in your mailbox.

Once you are registered for NetXInvestor and e-delivery, we will e-mail you as soon as your documents and statements are available online.

Receive it all by email

  • Account statements
  • Account transaction confirmations
  • Transfer of assets notifications
  • Annual 1099 Tax documents, including the ability to import your account details directly into TurboTax®
  • Administrative documents, such as beneficiary changes and suitability confirmations

NetXInvestor e-delivery is provided through Pershing LLC, member FINRA, NYSE, SIPC, a subsidiary of The Bank of New York Mellon Corporation, and HJ Sims clearing agent and custodian.

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The Ways We Work With You

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