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