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e-Delivery

Why switch to e-Delivery?

Go Paperless...also known as e-Delivery!!

 

 We are continuously striving to make your experience the best it can possibly be. This includes the securing and safekeeping of all of your personal information. With the growing impact that mail fraud and identity theft have had on millions on consumers across the nation, we are asking you for your help in cracking down on these fraudulent activities.

 

As a valued client of Ivory Wealth Management, we would like to personally invite you to enroll in e-Delivery, the account document delivery system that enables you to receive your account documents (statements, trade confirmations, tax forms shareholder reports, quarterly performance reports) electronically versus physically receiving them in the mail.

 Benefits of e-Delivery include:

  •  Security – With e-Delivery your account documents are guaranteed to reach you safely without the threat of your statement and other account documents getting “lost” in the mail.
  • Convenience – Receive and email notification as soon as your account document(s) are available. This will allow you to access your account documents 5-7 business days before you receive them in the mail.  This is particularly helpful during the tax season.
  • Environmentally friendly – less paper waste, improves environmental stewardship and environmentally conscious.
  • Cost Savings – By enrolling in e-Delivery the quarterly Paper Mailing Fee will be waived.

 

If you are not already enrolled in e-Delivery, please go to the Client Login on our home page and “Register” and simply follow the instructions.  Keep in mind, you can modify which documents you receive via e-Delivery at any time.

 If you are just registering for e-Delivery, you will be receiving an email from Kestra Financial Services.  We ask you open this email and click on the “I Agree” link which when completed you will be enrolled, and you will no longer receive paper documents.  Rather you will receive an email notification letting you know that you have an account document(s) ready to be viewed securely online.

 As always, we appreciate your business and please do not hesitate to reach out to us with any questions you may have.

 

Charles, Quentin, Jeremy, Tiffany,

Kathy and Amber

Ivory Wealth Management



Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC.Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate ofKestra IS. Ivory Wealth Management, Inc.is not affiliated with Kestra IS or Kestra AS.  https://bit.ly/KF-Disclosures