How do I enroll for E-Delivery without a Social Security number?
To enroll for E-Delivery without a Social Security number, submit a signed document by mail. If the account has a Tax ID number or is international with no Social Security number, at the end of the enrollment process you will be prompted to print and sign the form. This signed document should be returned to your Financial Advisor advisor. If you have additional questions, please call our Online Client Service Center at 1 (800) 221-3636 or 1 (801) 617-9153, or contact your advisor.
