Featured Solutions
![My Online Brokerage Central eDelivery](/-/media/project/myonlinebrokeragecentral/mobc_edelivery.jpg?h=964&iar=0&w=1446&hash=B16E0403865BC743F81B27F5E70B2A9C)
eDelivery will help you
- Save time with instant online access
- Simplify your record keeping
- Reduce paper
You'll receive an email when your documents are available online. View statements, trade confirmations, prospectuses, shareholder reports, and other eligible correspondence.
Enroll in eDelivery with these easy steps<
- Log in to your online brokerage account
- Select Document Delivery Instructions from the Service Menu
- Click an account and select the documents you'd like to receive via eDelivery
- Click the Save This Account button and the I Agree button to accept the terms
*To receive eDelivery, you must have an active online brokerage account with your participating financial institution.
![My Online Brokerage Central Virtual Assistant](/-/media/project/myonlinebrokeragecentral/mobc_virtual_assistant.jpg?h=964&iar=0&w=1446&hash=F3754C49F6B1D642B05D424781B29E9B)
Wealthscape Investor Virtual Assistant
The Wealthscape Investor Virtual Assistant (VA) makes it easy to get answers to common "How do I?" and "What is?" questions, such as "How do I locate my tax forms?" or "What is a wash sale?" The VA lets you type in your questions or choose from a list of commonly asked questions.
Access the Virtual Assistant
- Log into Wealthscape Investor
- In the navigation bar, select Resources > Virtual Assistant > Virtual Assistant, then the VA displays in a pop-up for you to ask your question
Access Wealthscape Investor
Need to Register? It's easy and just takes a few minutes. Once you enroll, you can sign up for eDelivery and download the mobile app.
* Some functionality may not be available to all customers. Experience may differ between browser and mobile app.