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For
clients that have FSC Brokerage or Advisory Accounts, I
am proud to offer an Environmentally-Friendly way for you
to receive statements and various
shareholder information (annual reports, voting proxies,
prospectuses, etc.) - by EMAIL.
For legitimate reasons, this is not something I'm
allowed to implement for you.
There are two different processes for suppressing physical
mail - see below.
Click on the
links below to see instructions for setting up e-Delivery.
If
you have a Non-Brokerage Account or you aren't certain,
click on the 3rd link to inquire about whether e-Delivery
can be established for your accounts.
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FSC/PERSHING
BROKERAGE ACCOUNT STATEMENTS
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Following
these instructions will make sure that all
statements are sent to up to two (2) email
addresses. You are certainly entitled to continue
receiving paper statements if you wish; however, even
if you do prefer paper, I would suggest this is
still a viable option, as you would be able to
print any pages you choose, while eliminating the
environmental impact of envelopes and the
transportation of them. Also,
given my lack of confidence in the US Mail, I'm
not so sure that this isn't a MORE SECURE
way of transmitting your personal financial info.
You
will need to have online access established for
your accounts. If you're not sure you do or
have lost your user info, please contact me. |
| 1)
Go to www.FSCBrokerageView.com -
Type in your username, click Login
- you'll then go through a little security process
to get logged in. |
| 2)
Along the TOP, Click on the "PORTFOLIO"
link |
| 3)
In the menu on the LEFT, Click
on the "ONLINE
DOCUMENTS" link |
| 4)
Near the top, you'll see a
sentence, "Configure your Document
Delivery to turn on/off
delivery of paper statements and
confirmations".
Click on the words "DOCUMENT
DELIVERY" |
| 5)
Click on the "CHANGE"
button |
| 6)
If you do not have an email address
recorded, you will be asked to type your email
address twice and click the "SAVE"
button |
| 7)
The next screen looks like this:
You
may change or Add an email address at the top.
Make sure you click on all the circles that
say "EMAIL NOTIFICATION", then click on
the "NEXT"
button |
| 8)
The next page has "terms
& conditions" and asks you to type your
name and then click the "SAVE"
button - And you're done! |
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FSC/PERSHING
SHAREHOLDER INFORMATION
| 1)
Go to www.icsdelivery.com -
if you follow this link, it will take you directly
to the sign up page for FSC Securities (my
Broker/Dealer).
If you find yourself at the icsdelivery
home page, you will have to navigate to the sign
up page by clicking on the letter "F"
and looking for the FSC Securities link (on the
right) |
2)
On the right side of
the signup screen, you will then be prompted to
enter the following information (twice):
a.
Account Number, which begins with a 3-digit
prefix
(35T, 35Q, 6LV, 3MA or A6G) followed by 6 numeric
digits.
b.
Your Email Address
c.
Last 4 digits of the Primary
Social Security Number for THAT account. |
| 3)
Check all
the boxes in section 7 & 8 and click
"SUBMIT" |
| 4)
I believe
you'll receive some kind of email to confirm the
choices you made. |
| 5)
This
process will need to be repeated if you have more
than one brokerage account. |
| Because
shareholder reports, annual statements, proxy
statements and prospectuses would generally be
very large files, they will not be attached to the
emails you receive.
You will receive a notification of and a
link to these documents are online, where you can
either view them or download them. |
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