Electronic Delivery and Approvals
Electronic DeliveryYou have the option to agree to electronic delivery of your account statements, annual reports, trade confirmations, tax receipts, and other documents related to your account. You are not required to agree to electronic delivery and you may revoke your consent at any time by contacting your advisor or through our client portal. If you choose electronic delivery, you will no longer receive a paper copy by mail, but you may request a paper copy by contacting your advisor. We believe that electronic delivery offers many benefits, including improved convenience for you and better security for your information, since you can access documents from anywhere at any time and don’t have to worry about storing or destroying paper copies.
We will notify you by email, from firstname.lastname@example.org, when a new document is available, so you will need to provide a valid email address and notify us if your email address changes. You will need to have internet access to log in to our secure, password-protected client portal to view your documents. Electronic documents will be in PDF format and you will have to use Adobe Acrobat or equivalent software to view them. Documents will be available for at least seven years after delivery.
Electronic Document Approval (“Esignature”)Your advisor may offer you the option of using esignature technology to approve documents and authorize transactions, rather than using a physical signature on a form. An esignature has the same legal effect and validity as a physical signature. Belay uses two esignature methods, depending on the circumstances:
- Client Portal
- Electronic Signature (currently via Docusign)