Financial Advisors

Introducing eDocuments

 
Our eDocuments program enables you to view and store your important account documents online. Sign up today, and begin enjoying the benefits. You will be able to view all of your statements, trade confirms, important account information and even some account tax documents anytime, anywhere. With eDocuments you'll enjoy:

 
Quick, convenient access to your easy-to-read online account statement
 
Automatic e-mail notification when statements are ready
 
Easy retrieval of historical statements
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Paperless recordkeeping

Already web-enabled? Sign up for eDocuments now.
If you already have a Web-enabled account with H&R Block Financial Advisors, you can sign up for eDocuments now. Just log in to your account and click on the My Profile button, then select Account Information and finally choose the Account Settings option. All you need to do is update your Document Delivery choice.

Don't have online access to your account? Sign up now!
If you don't have web access to your account yet, sign-up here. You must have web access before you are able to sign-up for eDocuments. Web access will allow you to view and monitor your account online.

Don't have an H&R Block Financial Advisors account?Contact an H&R Block Financial Advisor and open an account today.
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