Going Paperless!
Frequently we are asked... Should I go Paperless?..... How can I eliminate all the paper that comes to my house?
We can help you set up online statements from HollisWealth. (See Below for a Step by Step Tutorial)
We've done some research as well and here are 3 benefits of going paperless.
1) Help the Environment: Making paper uses a lot of water, a lot of trees and a lot of chemicals. The process also releases some nasty compounds into our air and rivers, including cancer-causing toxins. By reducing our need for paper, we can make the environment a little bit cleaner.
The typical household sent or received an average of 20 bills, statements and checks per month in 2006. If every household switched from paper billing to viewing and paying bills online, the environmental benefits would be significant.
By making this small change we would:
- Save 16.5 million trees (2.3 million tons of wood).
- Decrease emission of greenhouse gasses by 3.9 billion pounds, the equivalent of taking 355,000 cars off the road.
- Reduce fuel consumption by 26 million BTUs.
2) Decrease Clutter: Going paperless provides a fantastic opportunity to organize the paper that's currently cluttering your home office and kitchen counters. To get rid of paper documents, you'll first make electronic versions of them. The process requires an initial investment of time, but in the long run your documents will be easier to find. What's more, you'll eliminate clutter, which can save you time on a daily basis.
3) Gain Security: A paperless lifestyle involves a lot of backups. You can save documents on your computer hard drive, an external hard drive, removable media such as CDs or DVDs, or an online data storage center similar to the cloud. This way if disaster strikes, you'll have a better chance of recovering paperless documents than their paper counterparts.
We've taken some snap shots as a Tutorial to help you receive the HollisWealth / Investia Statements electronically. Please see them below.
We've taken some snap shots as a Tutorial to help you receive the HollisWealth / Investia Statements electronically. Please see them below.
( PLEASE NOTE YOU MUST HAVE already registered for online access. If you have not yet done so, please follow the Blog titled " Registering for HollisWealth ONLINE ACCESS TODAY")
That's it!, It was that simple :)
Now you can keep going if you like. You may register to go paperless with each of the Fund Companies you're invested with.
You may find instructions on your current statements advising you how this can be done.
If your having trouble, or if you find it easier, each company will also walk you through the process over the phone.
I have included some fund company Phone #'s here as a directory, if i am missing a phone # you need feel free to call us at the office.
*Before you call make sure you have their account # for your account with them, the rest of the security questions should be simple such as your name, your financial advisors name, your home address etc.
AGF Mutual Funds: 1-800-268-8583
B2B Bank: 1-800-263-8349
CI Investments: 1800-563-5181
Dynamic Mutual Funds: 1-800-268-8186
Edgepoint: 1-866-818-8877
Fidelity Investments: 1-800-263-4077
Franklin Templeton: 1-800-387-0830
IA Clarington: 1-888-860-9888
Invesco: 1-800-874-6275
Mackenzie Investments: 1-800-387-0614
Manulife: 1-888-790-4387
If you have any questions, please contact our office.
Michelle Currie