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US Investors Adopt eStatements

But A Majority Of Investors Still Receive Paper Statements

April 1, 2008

Authors

  • By Bill Doyle,
  • Elizabeth Davis
  • with Brendan McGowan,
  • Kate van Geldern

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.

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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

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