ESI and NFS are encouraging clients with Online Brokerage Accounts to enroll in eDelivery and start reaping the benefits.
During this week of May 20th, your clients received an email inviting them to enroll in eDelivery for their Online Brokerage Account as part of an eDelivery campaign that NFS and ESI are jointly running.
ESI supports electronic delivery and the benefits it offers. eDelivery will help your clients make the most of their brokerage experience and provide instant access to documents, cutting down on delays in delivery for time sensitive documents. They can view statements, trade confirmations, letters, shareholder reports, tax forms, and quarterly performance reports. With eDelivery, clients will receive an email notification as soon as their online brokerage account documents are available. They can then log onto Wealthscape Investor and download their documents immediately.
The process of enrolling is quite easy. When clients receive the email, they can simply click the “I Agree” button and within 24 hours eDelivery will begin.
Please note that the email originated from e-notification@mail.brokerageinfo.com and not directly from NFS or Equity Services. This email address is safe. Marking it as such will ensure you receive the email to their inbox.
Accounts not enrolled for eDelivery are subject to an increase in the quarterly paper fee starting in January 2025.
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