Choosing to go Paperless

 

Most product companies offer a paperless option but the specifics can vary greatly from company to company.  In some cases, even though you may sign up for paperless, you may still receive some correspondence in the mail because that particular company does not have an electronic version of that document.  We have compiled a list of instructions to set up paperless below.  If a company is not listed, that is because we are not aware of a paperless option at this time.

Remember to write down your financial organization number, username and password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to undergo a reset process

American Funds: American Funds allows you to select which of the following items you would like to receive electronically and which ones by regular mail: quarterly statements, transaction confirmations, prospectuses and fund reports. You can also select whether or not you would like to get email notification on your electronic items. To make these changes:

  • Go to www.americanfunds.com
  • Look for the 'Signup for E-delivery' icon on the bottom left of the page. 
  •  From here, you can log into your American Funds website or create a login if you have not already.
  • You will need to enter your email address twice, then can select your preferences.
  •  Click next to complete.                                                                                       

Jackson National : Jackson National Life allows you to stop receiving prospectuses, annual reports, semiannual reports, confirmations, correspondence and more by mail. Once you sign up, you will receive email notification when the documents are available and you can access these items through Jackson's secure website. At this time, they are not able to send statements through this system. In order to participate in Jackson's paperless program:

  • Go to www.jackson.com
  • Click on the 'Going Paperless' box  toward the bottom right
  • Click on the green button 'Sign Up Today' to register for their site
  • You will need to have your policy number available
  • Follow their site instructions

Pershing/SagePoint Accounts

  • Go to  https://www.spfequipt.com/client/enroll
  • choose YES or No if you have an existing login ID
  • follow the instruction steps and choose what documents you want to be delivered paperless - you can opt out of certain paperless documents like tax documents
  • Remember to write down website spfview.comyour username and password for future reference.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to undergo a reset process.

 

SEI ACCOUNTS: If you own SEI investments, you can easily "go paperless" with your accounts. Their website allows you to receive statements, trade confirmations, and annual/semiannual reports electronically.

  • Go to www.portfolioaccess.com
  • If you are already registered with them, you can log in. If not, you will click on the second link below the login box for "Sign up to view your account(s) online."
  • Follow their instructions and their system will prompt you to choose whether to receive document electronically or in paper. Information required is as follows:
  1. First and last name
  2. Phone number
  3. Valid Email address
  4. Full mailing address
  5. Social security number
  6. Place of birth
  7. Date of birth
  8. Mother's maiden name
  9. Account Number
  10. Social security number/Employee identification number associated with your SEI Account

 

Remember to write down your financial organization number, username and password.  For your protection we are unable to retrieve this information, so if you have trouble remembering your username or password you will have to undergo a reset process

 You are now set up to retrieve documents electronically!

 

 

 

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck