Step 1: Login in to the Pershing Investor Portal account at

You will need the following information:

  • User ID (There is a ‘forgot User ID’ function)
  • Password (There is a ‘forgot password’ function)

Step 2: Click on the ‘Go Paperless’ logo on the top right of the screen. 




Step 3: Click the ‘Edit’ link beneath the ‘Quick Enrol (for all accounts) link’ on the right of the screen.







Step 4: Check the boxes to select eDelivery for those communications. You are able to sign up for electronic delivery for the following communications in each of your accounts:

  • Box 1: Statements & Reports
  • Box 2: Trade Confirmations
  • Box 3: Notifications
  • Box 4: Tax Documents
  • Box 5: Prospectus
  • Box 6: Proxy/Shareholder Communications

Step 5: When you click to uncheck one of the boxes, a prompt should appear which directs you to create a 4-digit PIN number

Step 6: Click to save your PIN once you have entered it.  Please make a note of this PIN for your records when you save it so that you have it for future reference.

Please contact your financial advisor if you have any difficulties gaining access to your Pershing Investor Access Portal or if you have any issues enrolling for eDelivery.