Did you see this week’s recent Field Notice introducing a new way to enroll clients in eDelivery—and if your first thought was “finally, something more straightforward”… you’re right.
This update gives you more control in real time, making it easier to help clients enroll while you’re already having the conversation.
What’s Changed (and Why It Matters)
With the new eDelivery Enrollment Request Form available via DocuSign in Docupace, you can now:
- Complete enrollment on the spot with your client
- Skip the back-and-forth of Click-to-Agree (CTA) emails
- Ensure preferences are updated directly in the NFS system
- Help clients avoid the $5 quarterly paper statement fee
It’s faster, more efficient, and gives you a cleaner client experience—especially during account opening or service conversations.
The eDelivery Enrollment Request Form will be available in Docupace on 4/13 as a stand-alone document for maintenance kits and will soon be incorporated into all new account application kits.
A Few Quick FAQs
Can clients still (wet) sign this form manually?
No. The form must be completed through DocuSign in Docupace in order for Operations to process the request.
What if a client doesn’t want eDelivery?
They should still complete the form via eSignature—just leave the “I Agree” box unchecked.
This ensures the form can be processed without enrolling them.
Do clients still need to register on Wealthscape Investor to access documents?
Yes. Clients must register for Wealthscape Investor to view documents electronically.
They’ll continue to receive email notifications when documents are available. The document retrieval process remains unchanged.
What Docupace Request Type should I use for existing accounts?
Submit the form using:
- NFS General Update, or
- NFS Advisory General Update
Pro Tip: You’ve Got Options
While this new form gives you more control, remember there are still multiple ways to support enrollment:
- Add an email address in Wealthscape to trigger a CTA email instantly
- Clients can enroll anytime through Wealthscape Investor
- NFS will continue sending quarterly CTA reminders to eligible clients
Across the financial services industry, many firms are introducing or expanding paper statement fees to encourage digital delivery. Fees for paper statements typically range from $20–$100 per year in brokerage accounts that don’t elect eDelivery. Eliminate the cost and help your clients enroll today.
Why This Matters for Your Practice
This isn’t just a process change—it’s a client experience upgrade.
You can now:
- Address eDelivery during natural conversations (like fee discussions)
- Reduce follow-up and uncertainty
- Help clients save money and stay organized
For full details, be sure to review the complete Field Notice.
Have feedback or suggestions? Reach out to the Brokerage Department at ESITrading@nationallife.com
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