Clients expect to be able to do business with their advisors without having to meet face-to-face. Through secure eDelivery on WebCONNECT, advisors and dealers can share documents and collaborate with investors.

CRM 2 requires dealers to distribute client name statements on a quarterly basis as of 2012. This change was costly to both investors and to the environment. The e-Delivery Bundle is designed to reduce costs and environmental impact by providing statements and notifications online. Clients will be able to access and retrieve statements anywhere, anytime.