The Documents page is where you view your statements, trade confirmations, tax reporting documents, shareholder documents such as proxies and prospectuses, and other correspondence. Use the date-range selector to find documents from a specific time frame. Check or uncheck accounts in the account selector dropdown to determine which account documents to view.
You can update your document delivery elections by account and by document type. You can also merge separate documents into one PDF. Click Merge Documents, select the documents, and then click Merge & Download.