Raymond James Accounts - Did you know all the options you are able to choose to reduce some or all of your mailings from Raymond James and the Mutual Fund companies?
- Go to: https://raymondjames.com/investoraccess
- Register for your Raymond James Investor Access online account access (left side)
- Once you have logged in - Click on "Account Services"
- Under Statement Information (middle of the page) click on "Statement and Trade Confirmation Delivery"
- Review your options on what you would like to receive online versus paper
- Continue more paperless options by going to "Account Services" and under Statement Information" click on "Shareholder Communication Delivery Options"
- This will give you the option to receive reports from the investments you own in electronic form
American Funds Statements (for Clients who receive an American Funds Quarterly Statement)
E-delivery instructions for your statements and prospectus
Go to: www.americanfunds.com
- Click on: “Account Login”
- Create a Login for your account
- Once you are viewing your account – click on “Update Your Information” – please verify that all your information is correct. Add your email address to your account.
- Click on Electronic Delivery Preference
- Please select which items you would like to get electronic delivery (Quarterly Statements, Transaction Confirms, and/or Prospectuses and reports)
Please contact me with additional questions or concerns about adopting a paperless system for your investment statements!