Tired of stacks of paper? Why not toss them out?

GO GREEN, GO PAPERLESS!


We are all conscience of the growing need to use less paper in our daily lives.  In an effort to assist you in setting up paperless statements for your investments we are introducing this new page on our website.

To get started make sure you have your account number(s) handy then click on the links below to access directions on how to sign up for paperless statements for each company listed*.     

 

If you are experiencing any difficulties with establishing online access to all companies except Allianz Life please contact us for assitance.

For assistance with setting up your Allianz Life account online please click here to contact Allianz directly.


* This list includes the most popularly used fund companies.  Not all companies offer paperless statements.   Please let us know if there is a specific company you would like added to our list. 


Allianz Life
American Funds
Federated Funds
Franklin Tempelton Investments
Hartford Mutual Funds
Pershing

Transamerica Funds
VanKampen  (Now Invesco)
Western Reserve Life


 

 

 

  Americanfunds.com

  1. Log into your account- if you have not yet established an online login click omn the New to our site? link on the left side of the page in the Account Login box.
  2. Click on the Account Summary Tab
  3. Sign up for electronic delivery of your statement- once you have successfully signed up you will receive emails each month alerting you that your statement is available.  Your paper statements will automatically stop. 

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Federated.com

  1. Log into your account-if you do not currently have an online account click on the green box that says First time user? right above the login area.
  2. Click on Electronic Delivery Add- once you have successfully signed up you will receive an email each month alerting you that your statement is available online.  Your paper statements will stop automatically.

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Franklintempleton.com

 

  1. Log into your account- if you do not currently have an online account click on the Register Now link next to log in box. 
  2. Click on My Profile then select eDelivery Options-once you have successfully signed up you will receive and email each monthe alerting you that your statement is avaliable online.  Your paper statements will stop automatically.

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TheHartford.com

  1. Log into your account- If you have not yet established an account click on the register link in the top left corner under Account Access.  You will need your account number.
  2. Click on edelivery  and select paperless option-Once you have successfully signed up you will receive an email each month when your statment is available online.  Your paper statements will stop automatically.

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Pershing
TFA clients, whose accounts are custodied at Pershing LLC, who have NetExchange Client access to their account(s) via tfa.transamerica.com/client have the ability to eliminate paper Statements and Trade Confirmations. Instead of receiving paper copies, the client can view them online as soon as they are available.

1. Log into your account- If you have not yet established online access to your Pershing Custodian account please contact us at the office to get online access established.  If you already have online access to your account account Log on to NetExchange Client® account via tfa.transamerica.com/client.

2. Click on the “Go Paperless” button at the top of the screen. Click on Add E-mail Address to enter one or more e-mail addresses.
Click Change to choose electronic delivery

3. Enter your e-mail address  in both fields, then click Save. When new Documents are available to view, an e-mail notification will be sent to the e-mail address entered during registration.

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 Transamericafunds.com

  1. Log into your account-if you have not yet established an online account click on the black Register link.
  2. Once you log in the first question you will be asked is whether or not you want the paperless statement option.  Select Yes and follow prompts to complete-Once you have succesfully signed up you will receive and email each month when your statement is available online.  Your paper statements will stop automatically.

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VanKampen.com (now Invesco)

  1. Log into your account-if you have not yet established an online account click on the Register Now link next to log in box.
  2. Click on Service Center Tab
  3. Register for eDelivery-Once you have successfully signed up you will receive an email each month when your statement is available online.  Your paper statements will stop automatically.

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Westernreserve.com

  1. Log into your account-if you have not yet established an online account click on the Register link just below the log in boxes.
  2. Click on the big green add in the middle of the next page-Once you have successfully signed up you will receive an email each month when your statement is available online.  Your paper statements will stop automatically.

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