Go Paperless

 

Clients ask us all the time, "Can you have them stop mailing me all this stuff?"  The answer is yes, but we need your help.  Below are links to some of the investment companies we use.  If you would like to stop receiving statements and other information via mail, please click the respective link and follow the instructions.  Once completed, statements, prospectuses, fund updates, etc. will be sent to you via email.  As always, please let us know if you have any questions or need assistance.  Congrats on Going Green!

American Funds

Franklin Templeton

Fidelity Investments

Royal Alliance Brokerage Accounts (Statements)

Royal Alliance Brokerage Accounts (Offers and other items)