You can reduce paperwork, save trees, and receive your statements sooner and in a secure fashion by signing up for free eStatements. Once you elect eStatements, you will receive email notifications when your statements are available.
FOLLOW THE EASY STEPS BELOW TO START RECEIVING ESTATEMENTS:
Log into your Liberty account. If you have any issues logging into your account, click on the Forgot Password link.
From the main page in Liberty, click on the ‘About your account’ tab.
Click ‘Document Delivery Options’, select edit and choose ‘Email’ for the Delivery Method.
Verify the email address in the row titled “Email” – if correct, skip to #6.
To add OR change the email address – select “Edit” button (the pencil icon on the left of the screen).
In the “Email” row, input the desired email address into the “Enter” field and save.
To change the delivery type for Statements and Proxies and Interim Mailings, select “Edit” if it has not been selected.
If you elect to receive Proxies and Interim Mailings by email, you will also need to create a 4-digit pin number.
In the “Delivery Methods” row, select the button for either “Email” (eStatements) or “Standard Mail.” Read and agree to the “Document Delivery Terms of Agreement.”
Select the “Save” button to activate the changes.
The information under the “Document Delivery Options” row should now reflect the changes.
FREQUENTLY ASKED QUESTIONS
Q: Can my advisor opt-in to receive eStatements for me?
A: No. You, the investor, must opt-in to receive eStatements.
Q: Can I opt-in to eStatements at any time?
A: Yes. Sign up by the end of any quarter and you will receive free eStatements beginning with the next quarter.
Q: Can I print eStatements?
A: Yes. eStatements are available in PDF form and are easy to print.