How to set up E-Delivery | Phillips Wealth Planners

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How to set up E-Delivery

Think it’s time to get a few less envelopes from Raymond James? Changing your delivery preferences to email is easy.

Think it’s time to get a few less envelopes from Raymond James? Changing your delivery preferences to email is easy. Just watch this video to see where to go in Client Access to change the way we send you notifications and documents. You can go all digital or choose certain things to get via email and others through the mail. Warning: Your postal carrier will love you.

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