GOING PAPERLESS

Embracing Green

In less than 2 minutes, you can significantly impact the environment and make your daily life more convenient.

Select the Settings tab.

Select e-Delivery Preferences.

Select "paperless" for your preferences for both Osaic documents and your custodian (NFS or Pershing) documents.

Benefits of going paperless

Convenience

You can view, download, and email your prospectus, statements, and reports from your device.

More secure

By accessing your documents in a password-protected portal, you reduce the risks of identity theft or exposing sensitive financial information on discarded papers.

Centralized

Going paperless provides a more efficient way to keep your records and eliminate the clutter of mail and extra paper around home or your office.

Environmental impacts

Significantly reduce your carbon footprint by reducing the amount of paper, ink, and energy that it takes to print documents.

Did you know?

830 million pages of paper are used every year to print and mail prospectuses and shareholder reports.

This equals 101,000 trees every year.

Resources

How to sign up for e-Delivery

Pershing →
NFS →

Contact your financial professional for more information.

Osaic, Inc. 18700 N. Hayden Rd., Suite 255 Scottsdale, AZ, 85255, US

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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