Here’s an opportunity to reach out to clients and check in with them this first quarter of 2025! Remind them of the value of enrolling an eDelivery for their Online Brokerage Account – and prepare them for an upcoming communication they will recieve.
During the week of March 3rd, your clients will receive an email inviting them to enroll in eDelivery through a simple and straightforward process.
It’s as easy as your client clicking on the “I Agree” button which prompts eDelivery for their Online Brokerage Account within 24 hours.
Need a refresher on the benefits of eDelivery?
- eDelivery helps your clients make the most of their online brokerage experience and gives them instant access to their documents.
- They can view statements, trade confirmations, letters, shareholder reports, tax forms and quarterly performance reports all online in their account.
- Email notifications let them know when documents are available.
- Consenting to eDelivery eliminates the $5.00 quarterly charge for paper documents.
Please note that the email sent to your clients will originate from e-notification@mail.mybrokerageinfo.com and not directly from ESI. This email address is Safe. Marking it as such will ensure your clients will receive the email to their inbox. This is the domain that future email communications will also come from.
TC7654178(0225)1
