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Thank you for your interest in electronic delivery of your account statements, confirms and other investment related communications. Cetera Investment Services is pleased to offer you the convenience of viewing your brokerage account documents online, including fund prospectuses, annual reports, proxy statements, confirms and account statements. We encourage you to register today.

Once registered for this service, you will be notified by email when a communication is available to view online. There are a few documents that are not available through this paperless service. They will continue to be sent to you via regular mail.


Easy Registration Process

There are two simple steps involved to register your account for electronic delivery of your documents:

Step 1 - sign up to view your account online:

Step 2 - sign up to receive your account documents electronically:

Once enrolled to view your account online you may enroll in our eDelivery Program as described above.

  • Click on the eDelivery enrollment link under My eDocuments at the top of the page
  • You can choose electronic delivery options for any account you have access to by checking the appropriate box.
  • Click the Save button to save your eDelivery options.

GO GREEN and unclog your mailbox today! It's safer, more convenient and much easier on the environment.

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