Get How To Set Up E-delivery Preferences, Ids, And Online Access...

This guide will walk you through the process of filling out the How To Set Up E-Delivery Preferences, IDs, And Online Access form. By following these steps, you can conveniently set your e-delivery preferences and access your brokerage account online.

Follow the steps to complete the form online.

1. Click ‘Get Form’ button to obtain the form and open it to start the process.
2. Fill out Section I by providing your client information. You will need to enter your first name, last name, date of birth, mother’s maiden name, and a valid email address for notifications.
3. If you are accessing your accounts via Netxchange Client, complete Section II. Indicate whether you wish to trade or only view your accounts. If you already have a User ID, write it down; if not, suggest three potential User IDs for creation.
4. In Section III, provide account information and affirm your consent to electronic delivery. Make sure to read the Electronic Delivery Agreement carefully and acknowledge that you accept electronic notifications instead of paper documents.
5. Complete Section IV by signing the form. Indicate your choice regarding electronic delivery for brokerage account statements and trade confirmations. All account owners listed must sign.
6. Once you have filled out the form completely, save changes, and download or print a copy for your records. You can also share the form with your financial organization if needed.

Complete your form online today to enjoy the convenience of electronic delivery and online access to your brokerage account.