Fidelity Clearing & Custody Solutions

Wealthscape InvestorSM eDelivery Guided Tour

Wealthscape Investor SM eDelivery Guided Tour START TOUR > Simplify your recordkeeping by signing up for eDelivery. You'll get electronic storage of statements, trade confirmations, prospectuses, shareholder reports, and other eligible correspondence. And with eNotification, you'll receive an email letting you know whenever a new document is available for viewing. SAVE TIME GET NOTIFIED SIMPLIFY YOUR RECORDKEEPING
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Sign Up for eDelivery

Log into Wealthscape Investor to enroll in eDelivery.

Document Delivery Instructions

To enroll, select the Service menu and choose Document Delivery Instructions.

The Document Delivery Instructions page offers a view of all your account and the document types that may be enrolled in eDelivery. You may enroll any or all of your accounts in eDelivery.

Select an account

Select an account you'd like to enroll in eDelivery. Next, select an Email Address from the drop down menu. Or, you may choose Edit Email.

Edit Email

Edit Email allows you to add or update the email you would like to receive notifications when new documents are made available online.

Save This Account

Choose your preferred method of delivery for your documents. To enroll all eligible documents in eDelivery, check the Set all documents to electronic delivery box. Confirm your settings by selecting the Save This Account button.

I agree

Select the I agree button to accept the terms of the Electronic Notification Agreement.

(Repeat these steps of each account you would like to enroll in eDelivery)

Documents you can access

You'll get electronic storage of statements, trade confirmations, prospectuses, shareholder reports, and other eligible correspondence.

You can access 10 years of Statements, 7 years of Confirms and Tax Documents, and 3 years of Customer Correspondence.

eNotifcation

With eNotifcation you'll receive an email letting you know whenever a new document is available for viewing.

Mobile app

You can stay connected on the Wealthscape Investor mobile app. Access your online brokerage account and documents from your iPad®, iPhone® and AndroidTM phone.

    Wealthscape InvestorSM eDelivery Guided Tour

    This demonstration ('demo') illustrates features of the Wealthscape InvestorSM which is subject to change and available at WealthscapeInvestor.com. The demo uses hypothetical information that is not current and should not be relied on for your investment decisions. Any companies, trading symbols, or mutual funds mentioned are provided for illustrative purposes and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. Actual information provided might be outdated, and should not be relied on as accurate. Screen images might differ from actual screens in the product, and not all the functions work exactly as they would in the actual product. Customer names, account numbers, and the positions held in the accounts are hypothetical and used solely for illustrative purposes.

    Start Tour

    Login to Wealthscape Investor and sign-up for eDelivery.

    You must be enrolled in Wealthscape Investor to sign up for eDelivery. Enroll now or take a tour of Wealthscape Investor.

     
     

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