Digitize Your Life

Shareholders can choose to receive account statements, transaction confirmations, tax forms and fund literature such as prospectuses, semi-annual, and annual reports via eDelivery instead of in the mail. Whenever a document is issued, we’ll send you an automatic email alert with instructions for viewing and downloading the document.

You must be registered for online account access before you can enroll in eDelivery. Due to the secure nature of the account access site, only registered shareholders themselves can apply (advisors cannot enroll on behalf of clients).

You may access your statements and tax forms for your account right from the main account information page. First scroll down the page, you will see a breakdown of your balance by account there you will find links to your statements and or tax forms.

Yes, the online documents are the same. The only difference is the delivery method.

You may access your statements and tax forms for your account right from the main account information page. First scroll down the page, you will see a breakdown of your balance by account there you will find links to your statements and or tax forms. After clicking the link you will have the option to download all of your previous statements or tax forms. Once you have downloaded the statement to your personal device you may print a paper copy.

Yes. There is flexibility within the eDelivery sign up process. You can choose to receive some documents via eDelivery while still receiving the others via U.S. mail. You can update the documents that you choose to receive via eDelivery under “My Communications”.

You may access all of our available digital forms by going to the Forms and Applications page of Click here to access the page.

Veda provides you with immediate assistance, directly onscreen, for questions related to account inquires such as beneficiary information, passwords, and security. Get the immediate support you need without waiting in the contact center queue.