Wealthopt

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Go paperless! Paperless delivery of quarterly statements, tax forms and other documents gives you fast and secure access to your documents.

Log in to your account and click on Document Delivery Settings to update your delivery mode to E-Delivery.

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If you are unable to log in or need assistance, please contact our client services team at 1-888-859-0698 on any business day from 8:00 a.m. to 4:30 p.m. CT. Or click here for additional resources for managing your online account.

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