Specialization & Value to Clients

Paperless Statements

Rich also cares deeply about improving the environment and reducing the use of resources whenever practical. If you wish to eliminate paper statements, proxies, prospectuses, and other documents, please click on the appropriate links below and follow the instructions:

LPL Financial
Monthly Statements
Log in to Account View to request paperless monthly statements.

Annual Reports, Proxies, & Other Statements
Please complete the online form with your account numbers (found on your statements). You will need to submit the form for each account that you have.

American Funds
Follow the links and instructions on American Funds' site to sign up.

Fidelity Advisor
Please login to your Fidelity account to request e-delivery.

If you need further help to sign up for electronic delivery services, please email Rich.