View your important account documents electronically via Janney’s Online Access. eDelivery is available for your account statements, confirms, prospectuses, tax forms and performance reports.

Why eDelivery?

Convenient: Access financial information sooner, without waiting for paper mailings.
Secure: By reducing the amount of sensitive financial information sent in paper form, eDelivery can help prevent fraud and identity theft.
Flexible: Access account information on the go, from any location.
Environmentally friendly: Reduce carbon footprint and eliminate the need to store or shred sensitive material.

How to enroll in eDelivery:

Step 1:

Once logged into Online Access, select Settings.

Step 2:

Select eDelivery Preferences.

Step 3:

Select Enroll in eDelivery for All Accounts.

Step 4:

Or, you may select individual accounts and/or documents to enroll in eDelivery.

Frequently Asked Questions:

What types of communication can I receive via eDelivery?

You can elect to receive statements and trade confirmations, tax forms, proxy, and prospectuses via eDelivery.

Is eDelivery secure?

With eDelivery, you will access your documents in a secure, encrypted, password-protected environment. Electronic communications have proven to be more secure than paper mailings.

How will I know when a new document is available?

Documents delivered via eDelivery are posted to Online Access. When a new document becomes available, you will receive an email from [email protected]. Account statements are typically posted by the fifth business day of the month. You can view and edit your email address on file via Online Access, under Contact Settings.

Where do I find my documents that are delivered electronically?

You will find your account statement and tax documents on the home page of Online Access. All your electronic documents are accessible from the Documents tab.

Can I download and print my account statements?

Yes. You can download and print all your documents that are delivered electronically. Navigate to the desired document and select download, print, or save file, as desired.

Who can I contact with Online Access questions?

For additional questions related to Online Access, please reach out to our Online Services team at 888.882.0012, or [email protected].

Need Assistance?

If you have trouble using the app, you may contact the Online Services team. Please have your Janney account information ready.

Phone: 888.882.0012
Email: [email protected]
Monday through Friday: 7AM – 7PM EST
Saturday, Sunday, and Holidays: 7AM – 12PM EST

Talk to a Janney Financial Advisor

You don’t have to navigate your financial journey alone. Wherever you are today, a Janney Financial Advisor can help you create a personalized plan aligned with your goals, priorities, and evolving needs. With thoughtful guidance and strategies tailored to your unique circumstances, we’ll work with you to build a plan designed to help you Plan for More™ — today and in the years ahead.

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For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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