Enroll in e-delivery

Enroll in e-delivery


Are your investments held through broker-controlled or NSCC positions? If so, you need to work with your financial professional or firm to enroll in e-delivery.

For all others, you can receive an email instead of paper mail to notify you as soon as new documents are available in your online account. To enroll:

  1. Go to the Investor login (you can also find it under the “Resources” menu in the “Quick links” section).
  2. For help setting up a new account, please reference our overview.
  3. After logging in, click “Account Settings” and select “e-Delivery Preferences” from the drop down menu.
  4. Fill in and confirm your email address.
  5. Select the materials you would like to receive electronically.
  6. Click the checkbox that you agree to the Terms and Conditions and then click “Submit.”

Still have questions? Unsure what type of account you have?

Contact our Client Relations team Monday–Friday, 9 AM to 6 PM ET, at 877-628-8575.

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