By enrolling in Saturna's e-delivery service, you can help us significantly reduce the amount of paper necessary to service your account. This cost saving measure is also good for the environment. Plus, you may conveniently view (and print, if you want) account statements, tax statements, transaction data, and more, through our Customer Portal.
What documents are included in e-delivery?
By enrolling in e-delivery, you may consent to receive any or all of the following account documents electronically, in place of paper mailings, for each account that you register:
- Account Statements
- Trade Confirmations
- Prospectuses, Supplements, and Proxy Materials
- Shareowner Reports
What are the technical requirements and fees for e-delivery?
Saturna does not charge fees for sending your account documents and communications electronically, but your internet service provider or mobile data provider may charge for accessing information online. To register and use e-delivery, you will need:
- A valid email address associated with each Registration
- Internet access that is capable of Secure Socket Layer (SSL) encryption
- A valid username and password associated with your Saturna accounts (usernames and passwords can be created by you online, or issued by Saturna’s customer service team)
- Access to a PDF viewer such as Adobe Acrobat Reader.
- If you do not currently have a PDF viewer, Adobe Acrobat Reader can be downloaded for free at www.adobe.com/reader
What is the process for e-delivery notification?
You will receive an e-mail from Saturna with instructions for accessing new documents once they are posted to your Saturna account online. You will be required to log into your account to view any documents that contain personal information.
By registering for e-delivery, you agree that your online documents are deemed accepted, regardless of whether a particular document is accessed or viewed. You are responsible for maintaining the confidentiality of your account numbers, unsername, password, security questions, and security phrase. You are responsible for all activities that occur under your username and password.
Who can make changes to account delivery preferences?
Any authorized individual on the account may change e-delivery preferences. We will send a confirmation to verify preference changes. The last instructions received for the account will be recorded and followed.
How can I stop e-delivery and return to paper mailings?
You may discontinue e-delivery and revert to paper mailings at any time by calling Saturna’s customer service department at 1-800-728-8762 or changing your preferences online at www.saturna.com.
Additionally, if Saturna determines that a notification e-mail has not been received by you (i.e., it “bounces back”), Saturna will terminate the electronic delivery registration for the affected accounts and revert to paper mailings.
Signing up for e-delivery is a snap!
If your mutual fund account is already online, but you haven’t signed up for e-delivery, you can log into your account and set the preferences by clicking Settings > e-Delivery and selecting which types of documents you wish to receive via e-delivery.
If your account is not yet online, please fill out and return the appropriate Online Access and E-Delivery Form:
My Fund Account