Got (Too Much) Mail?

Too much paper in your mailbox?  Are too many trees dying for the prospectuses and annual reports that you don’t even read? 

If so, eDelivery enrollment is for you.  It is a simple and convenient solution to cut down on unwanted account-related mailings from Charles Schwab.

Clients choosing  to enroll in eDelivery have the option of receiving their statements, trade confirmations, and shareholder materials (like annual reports, proxies, and prospectuses) electronically.  All you need is a valid email address.

To switch to eDelivery, log on to your Schwab Alliance account, or contact Client Services Associate Melissa Grochal at (561) 417-0001 to sign you up for Schwab Alliance or walk you through the eDelivery enrollment process. 

 

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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