Verification letters

Reduce your paper mail! Opt in today to receive email notifications (similarly to your monthly statements) letting you know the moment these letters are available.

As a reminder, verification letters are sent to you to confirm the accuracy of the personal and financial information your financial advisor collected from you. It is important to ensure that the information we have is accurate because your financial advisor uses it to make investment recommendations. It also helps to ensure your account and portfolio holdings remain in line with your needs, goals and objectives.

Verification letters are sent if/when the following occurs:

• A new account is opened
• Changes were made to information on your account
• Your financial advisor has changed
• A comprehensive review of account information is due
• Your address has changed

Opt in to e-delivery for Notices & Disclosures

We encourage you to opt into e-delivery to receive email notifications when letters are available to review. 

If you are already on e-delivery for other communications like statements, trade confirmations and tax documents, then it's just a couple of clicks to opt in for Notices & Disclosures. Just check off Notices & Disclosures box, review and accept the Terms & Conditions.

Opting in for e-delivery is easy. Just log in and go to Documents > Delivery Options and check off the box for Select e-Delivery for all documents and review and accept Terms & Conditions and you're done! It only takes seconds to complete.

Mobile app users: Please note you cannot update your communication preferences from the App, you must log into the full site to make any changes.