Online Documents are secure, convenient and can help you become more organized. By enrolling your account for these services, you eliminate clutter by suspending paper statements, trade confirms, and tax documents received through the mail. You can enroll each of your accounts for any or all of these services, and have access to your Online Documents 24 hours a day, 7 days a week.

With Online Documents, you will be notified by e-mail when your statement, trade confirm, and/or tax documents are available online. Once you log in to your secure online access, you will be able to view, print or save these documents. Documents load in PDF format and display exactly as you would see them on paper.

• View up to 7 years of statement history.
• View any inserts that may have been included in a paper statement.

• View up to 7 years of trade confirmation history.
• Search by date, trade type or symbol.

• View up to 7 years of tax document history (Beginning with tax-year 2005 documents).