For eBusiness & Channel Strategy Professionals

US Investors Adopt eStatements

But A Majority Of Investors Still Receive Paper Statements

Why Read This Report

The adoption of eStatements for financial products in the US continues to grow. More than half of US online consumers with a brokerage account receive an eStatement. But even among investors who have signed up for electronic statements, a wide majority continue to receive a paper version, as well. The top reason why investors don't adopt eStatements? They feel that they need paper for their records. Many holdouts report a willingness to switch if firms offer a combination of financial incentives and help with record-keeping alternatives.
US $ 2495
Become A Client

Get objective, pragmatic guidance that helps you make tough decisions and succeed in a complex world. Contact us to learn more.

Already A Client?
Log in to read this document.

TABLE OF CONTENTS

  • What's Going On With Consumer Adoption Of eStatements?
  • eStatement Success Won't Come Easily
    • The eStatement Landscape For Investment Products
    • Adopters Move To eStatements For The Environment
    • How To Convince Non-Adopters To Ditch Paper
    • Brokerage Account eStatement Adoption
    • Mutual Fund eStatement Adoption
    • 401(k) eStatement Adoption
    • Trade Confirmation eStatement Adoption
    • Shareholder Communications eStatement Adoption
    • Annuity/Life Insurance eStatement Adoption
    • Tax-Related eStatement Adoption
  • Supplemental Material