Enroll in eDelivery:
Managing Your Documents from Royal Alliance & Pershing
Manage Your eDelivery Preferences:
All documents except your statements and tax documents are automatically moved to paperless when you enroll. You can change this at any time with these simple steps:
- Sign up or Log in to eQuipt: www.raaequipt.com
- Navigate to “Settings”
- Choose “eDelivery Preferences”
- Personalize your settings
To learn more, click below to view an informational video.
How eDelivery Helps You:
- Save money on delivery costs: Beginning February 15, 2021, Royal Alliance will charge your account $1.50 per trade if the Trade Confirmation is delivered in paper form. A Trade Confirmation is generated any time a security is bought, or sold, in your account. This does not apply to reinvested dividends or statements.
- Receive an email notification the when a new document becomes available.
- Manage your preferences: Print, store online, or both.
- Retain and access documents online for 7 years.
We are proud to provide you with this streamlined, environmentally friendly option, and hope it provides the efficiency and effectiveness we strive for. Please don’t hesitate to contact our office for assistance.
