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General Instructions
Please email webmaster@investordelivery.com if you have any questions or need assistance.
What is InvestorDelivery.com and how does it work? Do I need to enroll for each security that I own? Do I need to enroll separately for each account? Why am I still receiving paper mailings? How do I get my account balance information? How do I change my street mailing address? What is InvestorDelivery.com and how does it work? Your bank, broker, custodian and/or transfer agent has contracted with InvestorDelivery.com to provide distribution services for regulatory securityholder communications. When an issuer or mutual fund company with whom you have a position sends a communication to its securityholders, you can elect to receive an e-mail rather than a physical delivery of the materials. If you elect for this service, the e-mail will contain links to the material associated with the securityholder communication. If this is a distribution that includes voting, you will also receive instructions on how to vote your securities. There is no additional cost to you for this service. Do I need to enroll for each security that I own? Do I need to enroll separately for each account?Enrollment is good for all securities that you hold in the specific account. We require that you enroll separately for each account that you have, even if you have multiple accounts at the same financial institution. Why am I still receiving paper mailings?Issuers or mutual fund companies may opt to not send their materials via e-delivery. As the distribution agent for regulatory securityholder information, InvestorDelivery.com cannot provide you access to your investment accounts. Nor can we supply statements or make changes to your name, address, or other account information. Please contact the financial institution that holds your account directly for any other services. By enrolling in this electronic delivery service, you agree to receive e-mail notices about securityholder materials and to receive and access these materials electronically. These materials are made available electronically by issuers, mutual funds and other third parties. Quarterly and annual reports (including financial statements), proxy and securityholder meeting materials and newsletters are examples of securityholder materials that may be made available electronically. The notices will include the Internet address (URL) where the materials can be found and will be available on that site for such period of time as required by applicable legislation or as indicated in the notice or on the site. Materials referenced within the e-mail notice may be viewed electronically via the Internet and printed with a local printer, should you wish to retain a copy. You are responsible for retaining such copies. If the securityholder materials are not made available electronically and you have elected or are entitled to receive such materials, you will receive the standard printed materials and no notice will be sent by e-mail. Your enrollment will be effective immediately for all holdings in the specified account on an ongoing basis unless you change or cancel your enrollment, which you may do at any time. If you have a security position in an equity or mutual fund as of the record date for a particular securityholder distribution and the materials to be distributed are made available electronically, you will receive an e-mail notice. The content of the information provided for electronic delivery is the responsibility of the issuer, mutual fund, or third party, presenting it. If your securities are held by a financial institution, the broker or bank that holds your security is not responsible for content of electronic securityholder materials.
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