Menu
In this brief tutorial, we’ll show you how to enable e-delivery for all your accounts with Fidelity and EWA:
This will set you up for E-delivery across all your accounts efficiently.
In this video we will showcase a brief tutorial with how to turn on e delivery for all of your accounts with Fidelity and EWA. So to do so, first you’ll want to navigate to the website Fidelity.com. And once on the homepage you will hover over and click on the Profile tab right here.
Once inside of the profile screen, by scrolling to the bottom, you’ll find Preferences and under the Preferences heading Communication Preferences. So click on Communication Preferences and then you’ll see the ability to turn on E-delivery for your statements, trade confirmations, prospectuses, tax forms and other shareholder reports and documents.
So select all four to be E-delivery and that’ll officially set you up for E-delivery for all of your accounts.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
*See reference 1 and reference 2 for more information about the above-mentioned statistic.
COPYRIGHT 2024 EWA, LLC. ALL RIGHTS RESERVED
