Go Paperless Instructions

We’ve made it easy for you to “Go Green”. Instead of receiving paper copies, statements and trade confirmations can be viewed online through NetExchange Select as soon as they are available.

Going paperless has many advantages:

Anytime, Anywhere Access. Enjoy the ability to access, download, e-mail or print your documents from any computer, at anytime, anywhere in the world.
Centralized Recordkeeping. Less mail means less clutter, lowering the risk of misplacing important documents.
Environmentally Friendly. Reduce your paper consumption and make a responsible, environmentally-friendly choice. It’s a small step for the environment, and a big convenience for you.

There are two ways to go paperless:

Option One

Allow us to get everything set up for you! Simply print and send us the E-delivery Request Form (see below). Within a few days, we’ll email you the login instructions to NetExchange Select for quick and easy access.

E-Delivery Enrollment Form Instructions

You have the option of either mailing or faxing the E-delivery Enrollment Form:

If Sending by Mail:

The Investment Center, Inc.

1420 Route 206 North

P.O. Box 770

Bedminster, NJ 07921

Faxing:

(908)-719-6490

Note: This initial activation will generate an email from The Investment Center, Inc. (customerservice@investctr.com) and Pershing LLC (edelivery@myedocumentsuite.com) – the custodian of your account(s). Please make sure we are added to your “Safe Sender” list.

E-delivery Request Form download

Option Two

Do you already have access to NetExchange Select? Enroll by logging into NetExchange Select and clicking on the “Go Paperless” button at the top of the screen.

Instructions for Existing NetExhange Select Users download

For Questions or Assistance

Please contact your Financial Advisor if you have any questions about this service or for assistance with the enrollment process.