E-Docs

  • Retrieve douments online

    Retrieve investment statements, confirms, and tax documents online.

Access your brokerage documents electronically

With technological advancement comes the ability to live a paper-free existence. Our online E-Document storage system saves all of your account statements, confirmations and tax documents for up to 10 years so that they are available at your fingertips, 24/7. Make the shift and go paperless with X Trade Center today.

  • Easy access to records

    View your most recent documents at the click of a button and get copies of all your X Trade Center statements, confirmations, and tax documents from prior months and years. Files are stored as PDFs, making them easy to download and print, or even send to your e-reader.
  • Reduce paper mailings

    Opt for email statements and confirmations only and you'll receive an email alert whenever a new document is filed.