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 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.
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.
With eNotifcation you'll receive an email letting you know whenever a new document is available for viewing.
You can stay connected on the Wealthscape Investor mobile app. Access your online brokerage account and documents from your iPad®, iPhone® and AndroidTM phone.