Paperless Statement Delivery - AssetMark

Paperless Statements With AssetMark

AssetMark is embracing electronic delivery (eDelivery) of account documents now more than ever before. Why? It’s an important part of our service offering that’s faster, more secure, more convenient, and better for the environment than mailed paper documents. “Going paperless” is easy! It takes just 5 minutes and all you need are the last 4 digits of your Social Security Number/Tax ID and an email invitation from AssetMark with a link to create an online profile. Instructions are below.

  Step 1  

Activate the email link

Check your email inbox or spam folder for a message from This email invitation is the key to accessing AssetMark’s online Investor Portal in®.

Click Activate Now to create your online profile.

  Activate Your Online Access  
  Step 2  

Set up your online profile

To set up your profile, enter the last 4 digits of your Social Security Number/Tax ID.

Alternatively, enter your 8-digit AssetMark Trust account number, which expanded to 8 digits in November 2021. To obtain your 8-digit account number, contact your Financial Advisor or refer to any statement dated December 2021 or after.

Make sure you set up your online profile within 21 days of receiving the email.

Lost your invite? Contact your Financial Advisor and ask for another email invitation to be sent.

  eWM Validation Step  
  Step 3  

Set up multifactor authentication (MFA)

After you log into eWealthManager for the first time, you will be prompted to set up MFA if you haven’t already done so. Select Set Up underneath either SMS, Voice Call, or Email to complete authentication.

Detailed instructions on how to set up each type of authentication can be found here.

  MFA Set Up  
  Step 4  

Set up a new personal security question

Click on the drop-down arrow and select a new personal security question for password recovery.

  Set up a new personal security question  

Type in your answer, then click Save.

  Click Save  

Your password recovery setup is now complete. Click OK to go back to the eWealthManager home screen.

  Step 5  

Select your eDelivery preferences

After you log in the first time, a pop-up will appear asking you to confirm your delivery preferences.

To enroll in eDelivery for all AssetMark Trust documents, select Go Paperless. No further action is needed. Partner Custodian clients can select their preferences by navigating to eWealthManager > Documents > Delivery Preferences.

  eDelivery Preferences  

To un-enroll in eDelivery for one or more documents, select Modify Preferences. A pop-up will then appear asking you to change delivery method and Save Preferences.

  Delivery Preferences  
  Step 6  

View your account documents online

You can view 2+ years of account documents online anytime, anywhere right in the Document Vault.

Click here to view a list of which AssetMark Trust documents are available via eDelivery.

  View Account Documents  

Need to update your contact information?
Log into to eWealthManager and select Client Information to view your current mailing address, phone number, and household email. Contact your Financial Advisor if you need to update your contact information.

Forgot your password?
On the login screen, sselect Forgot Password and enter your username. If you need to update your user email address, which is where password resets are sent, you may do so directly online. Instructions for doing so can be found here.

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M22-101427 | 06/2022 | EXP 06/30/2023


This is for informational purposes only, is not a solicitation, and should not be considered investment, legal, or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed, and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.

AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. AssetMark and third-party service providers are separate and unaffiliated companies, and each party is responsible for their own content and services.

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