Manage Your Documents with e-Document
Express™
Quickly access your client’s brokerage account activity with e-Document Express™an easy-
to-use document delivery service designed to help you monitor and maintain account
information on behalf of your clients via CD-ROM.
e-Document Express offers the convenience of producing a paper document when needed,
without the storage and retrieval challenges associated with paper. This is accomplished
through a powerful software program included on the e-Document Express CD-ROM that
provides extensive sorting and searching capabilities enabling you to quickly locate, print,
and export includes brokerage account statements, trade confirmations, and tax documents.
Using e-Document Express, you will be able to:
Access client information from a CD-ROM, eliminating the need to sort through piles of
paper documents.
Consolidate clients’ year-to-date account information on each CD-ROM, eliminating
the need to store previously issued disks.
Reduce the need to store large amounts of paper by housing all information in a
space-saving format.
Sort client accounts by Social Security Number, CUSIP®, symbol, trade date, and
more.
Utilize multiple printing options, with the ability to print one document or all
documents simultaneously.
Place notes with your comments on each document that you have reviewed for future
reference.
Export client information into other software applications.
To help your professionals who have supervisory responsibilities monitor branch
compliance and activity occurring within your clients’ brokerage accounts with the new
e-Document Express for the Office of Supervisory Jurisdiction (OSJ). e-Document
Express allows your OSJs to review brokerage account statements, trade confirmations,
and 1099 tax statements, from one convenient CD-ROM.
Trademarks of Pershing Investments LLC.
The information contained in these materials is believed accurate at the time of writing but is not guaranteed. Delta accepts no
responsibility for its use whether in whole or part.