Going paperless not only saves paperwork. It saves money.
Beginning in January 2024, Pershing LLC is imposing a $2 monthly paper subscription fee on clients who are not yet receiving all communications electronically.
Pershing, the clearinghouse used by Landaas & Company, also will charge $10 annually per account for paper tax documents clients receive.
To avoid fees, clients should log in to their NetXInvestor account and go to Communications ⇒ Settings ⇒ e-Delivery Preferences.
Learn more
Unraveling the role of paper, by Joel Dresang
Providing for your digital survivors, by Joel Dresang
Online, en garde, by Joel Dresang
CLICK HERE for the Landaas & Company YouTube playlist on personal financial security online.
(initially posted Nov. 6, 2023; revised Dec. 2, 2023)
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