You have the ability to change how you would like clients to receive their statements. Clients may choose to receive an e-mail when their statement is ready or they may choose to have it printed and mailed to their address.
Here are a few simple steps to walk you through this process:
Go into the Investors Module on the sidebar.
Click on the Investor you would like to update.
Under the Profile Tab select Edit Profile.
Using 'Communication Preference', select either Print or Email:
Additionally, you can define Notification Preferences within an Investor Profile using the following toggles:
Please note, if the investor's Communication Preference is set to 'Print', they will not receive email notifications for Statements, Trade Confirmations, or Investor Viewable documents even if the toggles are turned on. They will however receive email communication regarding EE-Sign documents (if that feature is enabled in your system).