Weaning US Investors Off Paper Statements

December 10th, 2013

Bill Doyle

With contributors:

Peter Wannemacher , Benjamin Ensor , Colin Campbell , Rebecca Katz

Summary

The number of investors who receive statements and other account communications on paper through the mail continues to fall. Yet most investors still receive paper. Why? Many say they need paper statements for their records. Others feel no imperative to switch. This report examines eDelivery adoption rates for investment accounts such as brokerage, college savings, retirement, and annuities, and it recommends steps that eBusiness and channel executives can take to get more customers to go paperless.

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