Broker Check

Paperless Statements

Make your contribution to the “Going Green” efforts by starting out with your brokerage account(s). NetExchange Client offers an array of “Green” benefits that can simplify the clutter – it allows you a paperless alternative. Did you know that NetExchange Client provides you with online access to your brokerage accounts; allowing you to have instant access to balances, portfolio holdings, account activity, order status information, and more?

There are a number of benefits to going paperless, including:

  • Increased security – Going paperless reduces the risk of identity theft associated with sending sensitive financial information through the mail.
  • Instant access – You will receive an e-mail as soon as a new brokerage account statement or trade confirmation is available to view online, avoiding the delays associated with postal delivery.
  • Convenience – You can access your brokerage account statements and trade confirmations from virtually any computer, at any time.
  • Centralized record keeping – Online brokerage account statements and trade confirmations can be viewed together with tax statements.
  • Flexibility – You have the ability to download, print, or e-mail a copy to your tax professional.
  • Reduced paper – Less mail means less clutter, reducing the risk of misplacing important documents.
  • Environmentally friendly – Paper-free transactions are easier on the environment.