ONLINE DOCUMENTS
Reduce paper clutter and get secure, convenient access to your Account Statements, Trade Confirmations, Tax Documents/1099s, and Shareholder Communications through Wachovia Online Brokerage.
- Account Statements, Trade Confirmations, and Tax Documents/1099s are presented in PDF format and are exactly the same as the paper version you receive in the mail.
- Receive email notification when your documents are available to view online.
- Access your documents online as soon as they are ready; no longer have to wait for them to arrive in your mailbox.
- Log in anytime to view, print or save your online documents.1
Account Statements — View up to 13 months of statement history and view monthly inserts that are included in your statement mailings.
Trade Confirmations — View up to 400 days of trade confirmation history. Search by trade date, trade type, and/or symbol.
Tax Documents/1099s — View up to three years of tax document history.
Shareholder Communications — Receive quarterly, semi-annual and annual reports, proxy statements, and fund prospectuses online.