Overview

- Enroll in eDelivery

Overview

Initiate the consent process for your customers to enroll in electronic delivery (eDelivery) of eligible documents. This enables a customer to receive an email notification that a document is available in Fidelity.com instead of waiting to receive the paper copy in the mail.

Once you indicate that a customer is interested in eDelivery, a "Click to Agree" email is generated. The generated email is sent following the conclusion of the nightly batch cycle to the account's email address on record. Upon receipt of the email, the account owner consents to electronic delivery by selecting the "I Agree" link. A Revised Account Profile (RAP) is then sent to the account's mailing address on record notifying the account owner of the change to the document delivery instructions.

Although enrollment does not require the account owner to log into Fidelity.com, the account owner must have a Fidelity.com username and password to access documents online, when available.

Some guidelines:

• eDelivery is established at the account owner-level, not at the account-level. Instructions at the account owner level impact all accounts for that account owner.
• Documents are not emailed. The email is simply a notification that a document is available to be viewed in Fidelity.com.
• Emails can be sent internationally.
• Due to certain risks and regulations, not all documents are eligible for eDelivery.
• Interested parties designated by the account owner will continue to receive copies of statements and trade confirms by U.S. mail.
• Investors can suppress non-Fidelity generated materials by going to www.proxyvote.com and entering the control number provided on the mailing.

Enroll in eDelivery

Initiate enrollment for accounts or clients associated with your G Number, up to 2,000 at one time.

Email Address is Missing

A valid email address is required to enroll in eDelivery. When an email address is not on record for an account, during enrollment, an "Enter Email Address" message displays. Enter an email address for the account so you can continue the enrollment process. This address then becomes the account's email address on record. You may also edit an email address, if needed.

Note
If a customer asks to switch from electronic back to paper delivery, advise the customer to make this change on the Your Profile tab in Fidelity.com. You cannot make this switch using this tool.

To enroll in eDelivery

1. Select Service > Service & Workflow > Investor Delivery Options.

2. If prompted for an account, from Search By:

   - Select Account Number or Customer ID (SSN/TIN).
   - Enter the full nine-character account number or SSN/TIN.
   - Select Search.

   From the results, select + (plus sign) to display account number(s) associated with the account owner.

3. Select Edit Delivery Options.

4. To add or edit the email address, if needed:

   - In the Account Owner Email column for an account, enter the email.
   - Include @ and domain extension, such as abc@xxxx.com.

5. Change delivery options by one of the following:

   To change delivery options for all listed accounts:
   Along the bottom of the table, select the check box of each document to go paperless.

   To change delivery options for some documents for a single account:
   In the row for an account, select Electronic for each document to go paperless. Repeat this step to change options for remaining accounts.

   - Where already enrolled, Electronic displays.
   - Where pending enrollment, Pending displays.
   - Where delivery is by U.S. mail, Paper displays.

6. Select Save Changes.

7. Read the Consent that displays.

   - To acknowledge agreement and proceed, select I Agree.
   - A message confirms your changes.
   - Select Close.

   For documents that you changed, delivery instructions now display "Pending." A Click to Agree email is generated following the conclusion of the nightly batch cycle. After the account owner consents by selecting I Agree in the Click to Agree email, the owner is directed to a confirmation page in Fidelity.com to complete the consent process.

   Paper documents continue to be sent to the customer until Fidelity receives consent. When completed successfully, delivery instructions display "Electronic."

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