To receive your account valuation online you must be registered for online correspondence.

To sign up for online correspondence, see "How do I get my account correspondence online?", or download the form below.


Log on to using the drop down menu in the top right hand corner

You will be brought directly to your Portfolio Valuation. From the menu, choose “Account Correspondence”

On the Account Correspondence screen you will see a search box and a list of correspondence below. Entering search terms into the search box, or setting start and end dates, will filter the list displayed below.

To view the document, click on the “View” button at the right.

Online Correspondence Request