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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.

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1 Access to the Service may be limited, delayed or unavailable during periods of peak demand, market volatility, system upgrades or maintenance, or electronic, communication or system problems; or for other reasons.

Wachovia Securities is not a tax or legal advisor.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Wachovia Securities Statement of Financial Condition
Audited - December 31, 2007 This document requires Adobe Acrobat Reader.
Unaudited - June 30, 2007 This document requires Adobe Acrobat Reader.

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•Wachovia Securities Direct Fees and Commissions  This document requires Adobe Acrobat Reader.

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