I am a private client, how do I turn off my paper investment reports?
To make your financial details all the more secure, it is possible to turn off your paper documents and have them delivered Online only. Paper documents can be turned back on at any time.
To switch off paper investment reports
- Select Documents
- Select Turn Off Paper Documents
- For the Investment Reports and Advices listed, select the Online Only tick box. By using the box at the top of the column it is possible to turn off all paper documents
- Select Save Changes
- Read the Terms and Conditions and if acceptable agree to them by selecting the tick box
- Select Confirm
Any changes made will be confirmed on the screen and will apply to future reports
You can choose to set up an alert to advise you when a new document is available Online, or you choose to do it later