E Docs Help
Pop-up Windows Adjustments
Each E-document is a PDF Get Adobe Reader file which opens in a new browser window. Internet browsers with activated pop-up blockers may block the window from opening. In order to view your E-Docs, while keeping the pop-up blocker turned on, add these urls to the list of allowed sites:
https://investor.tradingdirect.com
https://postedge.documentmailbox.com
Here are the browser specific instructions...
- For Internet Explorer 8 users:
Go to the TOOLS menu at the top of the screen, and select "Pop-up Blocker Settings". - For Netscape 7.x users:
Go to the TOOLS menu at the top of the screen, and select "Pop-up manager". - For Mozilla Firefox 3.x users:
Go to the TOOLS menu at the top of the screen, select Options, then click on the Content Tab, then the Exceptions box for "Block Pop-up Windows". - For Internet Service Provider users - AOL, Earthlink or other service - contact your service provider to find out how to allow pop-up windows to open from a particular website.
About E-Mail Notification
Each time a trade confirmation or other E-Document is generated, an automatic email is sent. These emails indicate the sender to be Trading Direct (info@tradingdirect.com), but actually originate from a specially designated server at our clearing agent, Penson Financial Services, and not from the tradingdirect.com server. Some ISPs or email software filters may see that the indicated email sender and server domain do not match, and may consider this email as spam, and block it. Please adjust your spam filter settings appropriately.
In order to continue to receive E-Docs, notification by email is required. If your email address becomes invalid, and e-mails are undeliverable, you will be unenrolled from the E-Docs Service. In order to receive E-Document emails from Trading Direct, while still blocking other undesirable junk, you must allow emails from the following domains or email addresses:
- investordelivery.com
- uscl_conf_mbox@investordelivery.com
- uscl_stmt_mbox@investordelivery.com
- uscl_1099_mbox@investordelivery.com
- id@ProxyVote.com
If you are unsure how to set up the email software filter, or how to modify a spam blocker, please contact your ISP or email host.
Changing your email address
If you change your email address, please update your information on the E-Docs web page as well.
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For all other account types please visit our Document Center.
Questions? Contact us.