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Go Green–Receive Raymond James Statements and Prospectuses Electronically

By Melissa Ellis
Investment Executive

If you currently have a login to Raymond James Investor access did you know that you can select to have you Raymond James statements and other information from Raymond James sent electronically? 

Please note that those who had selected to have their statements suppressed previously will need to reselect this option in the new Investor Access system.  Raymond James made a change to their Investor Access in October 2009 and this feature did NOT transfer over to the new system.  You will need reselect this service by following the instructions below. 

Login to Investor Access and go to the Account Services tab and select Statement and Trade Confirmation Delivery Options.  You then have the option to select to receive statements and trade confirmation online only, by mail, or online monthly and paper annually.  You can select different options for different accounts. 

If you currently don’t have access to view your account online visit our website at www.marvinellis.com and click on the Investor Access icon in the top right corner.  Then click on the link Enroll in Investor Access.  Please make sure that you have your Raymond James statement nearby as you will need to enter your account number along with your personal information in order to establish a login. 

In addition, it has just been announced that as of January 25, 2010 you can also elect to receive your prospectuses from Raymond James electronically.  This means the mail you receive from Raymond James can be reduced even more.  We are very excited about this new and hope your mailbox is too!

To sign up to receive your prospectuses electronically login to Investor Access and go to the Account Services tab and select Shareholder Communication Delivery Options.  Once electronic delivery is elected, you will receive an e-mail notification to confirm enrollment. A printed notification will also be mailed to the address of record to indicate the election of the electronic delivery of the prospectuses.

Please be assured that you can resume postal delivery of prospectuses at any time by changing your election in Investor Access. Any change of election, however, may not go into effect until the following business day.

Please note that we as your advisors are still required to send you a copy of these prospectuses as well.  We usually send them electronically in hopes to save a few trees.  However, if you don’t have an email address on file with us we send them in the mail.

Please also note that some materials may not be available in electronic format.  If the materials are not available in electronic format, clients will receive the materials by mail at their address of record. 

If you have any questions about these processes please feel free to call our office (801-295-7373) or our Investor Access line at 1-877-752-2237 and we would be glad to help as we feel these changes will be greatly beneficial to you!

Source AD#: C10-01881

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