Issue 13, 2010
With www.myedocumentsuite.com, you have a convenient way to offer electronic delivery (e-delivery) of brokerage account statements and trade confirmations to your clients. Clients can quickly and easily register and enroll for paperless documents.
Did you know that your home office can also enroll clients in e-delivery? Upon receipt of appropriate documentation from clients, your firm can establish electronic delivery on their behalf. You can even send a Service Center request to your home office to initiate a user ID or set delivery preferences for your clients.
Pershing also offers a variety of tools to help you promote electronic delivery. Sample postcards, statement inserts, e-mail and advertisement templates and more are available in Resources via NetX360 by searching keyword “paperless.” In addition, statement inserts are available at no charge, and can be used as an essential element of a long-term program to help you promote this valuable service.
Pershing makes it easy for your clients to enroll in e-deliverywhether they choose the do-it-yourself approach or need your assistance. From increased security to less clutter, the advantages of going paperless make it a value-added service that is easy to promote to clients.
If you have any questions about electronic delivery, please contact your home office.
For Professional Use Only.