Video Transcript
Amy: Hi everyone. This is Amy.
Julie: And Julie.
Amy: From Dickinson Investments.
Julie: We would like to help you with all that paper you receive from Schwab and the alternative investments companies.
Amy: You can enroll in paperless delivery by going to Schwab.com and opt to receive your documents online. If you’ve never been to Schwab.com, they even start the process asking if you want paperless delivery. If already online, you can also change your current options if you prefer, to receive online statements and trade confirmations rather than paper copies.
Julie: And if you’re worried about security, Schwab will never send the actual statement to your email. They only send a link that you click to access your Schwab account via the password you set.
If you don’t have an online account and still prefer to have paperless delivery, you can just sign up online with Schwab and never open an email.
Amy: Julie, that’s what I did for my mom. We set up a Schwab account online to enable the paperless delivery and now she doesn’t get all those documents. Saved a few trees.
Julie: And are you receiving a lot of paperwork from your alternative investments too? Like Cole, CIM, RREEF or Blackstone? Go to their specific website with the account number that is listed on your statement and they also have a paperless option. If you need that account number, just give us a call and don’t forget, Dickinson Investments also has a portal that you can access for your quarterly statements too. Just give me a call or an email and I would be glad to email you a link to set that up.
Amy: If you ever have problems, we’re always here to help. You’re welcome to stop by our office and we can set you up for paperless delivery right here in our conference room.
Julie: Thanks for being a valued client.
Amy: Take care.
