We’re pleased to share an upcoming enhancement that will make it easier for clients to enroll in eDelivery.
Fidelity is refreshing the Clearing Click-to-Agree email clients receive when consenting to electronic document delivery. While there are no changes to the underlying process, the updated format is designed to improve readability, simplify the experience, and make it easier for clients to take action.
The refreshed email is scheduled to go live on February 23, 2026.
What’s Changing?
The enhancements focus on clarity, usability, and engagement:
- More prominent “I Agree” button positioned near the top of the email
- Streamlined subject line and introduction for improved readability
- Updated visuals that highlight the benefits of eDelivery
- The Electronic Delivery Agreement link and document details section renamed to “Additional Information” and moved below the action button
There are no changes to the Click-to-Agree process itself, just a cleaner, more intuitive presentation designed to help client’s complete enrollment more efficiently.
Why This Matters
A simplified experience can help increase successful enrollments in eDelivery, which benefits both clients and advisors.
For clients, eDelivery provides:
- Faster access to important account documents
- Secure and convenient online access
- Reduced paper usage
It also helps clients avoid the $5.00 quarterly paper statement fee, making enrollment both convenient and cost-effective.
For advisors, increased eDelivery adoption can reduce follow-up conversations related to paper delivery and statement fees, while supporting a more streamlined client experience overall.
No Action Required
There is no action required from advisors related to this update. The revised email will automatically be implemented in production.
Looking Ahead
We’re committed to continuing improvements that enhance the advisor and client experience.
Stay tuned. An important announcement will be coming shortly with details on a new solution designed to further empower advisors to manage eDelivery preferences more effectively on behalf of their clients.
More to come soon.
