Make the switch to eDocuments and Start to Cut Some Paper from Your Life

Sign up for eDocuments and you'll receive e-mail notifications each time a new statement, prospectus, or annual and semi-annual report becomes available. This gives you quick, online access to an exact copy of what you currently receive in the mail.

Why should I sign up?

  • Access statements online—at any time—for up to 7 years.
  • Preserve our natural resources by reducing paper.
  • Receive instant notification when documents are available—long before they would arrive by mail.
  • Reduce the risk of fraud and identity theft.
  • Keep your documents organized, easily accessible, and out of the mailbox.
  • Choose what documents you would like to receive and whether or not you would like a paper year-end statement.

Learn more about the program by reading our frequently asked questions.

Register for Online Account Access

Only clients who have registered for Online Account Access can enroll in the eDocuments program. Online Account Access provides many other time-saving benefits:
  • View your current account balances and recent transactions.
  • Start, modify, or stop an Automatic Investment Plan (AIP). To start an AIP, your account must have existing bank information.
  • Purchase shares into your account directly from your bank account (if you have the Express Purchase option established on the account).
  • Exchange shares from one account into an identically-registered account (if you have the Exchange option established on the account).
  • Redeem shares by check to the address of record (if you have the Redemption option established on the account).
  • View year-end tax information.

Log in and sign up Register for Account Access

If you are currently enrolled in eDocuments, you can view your eDocuments profile or discontinue your enrollment.

A program of regular investment cannot assure a profit or protect against a loss in a declining market.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value