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Digitize Your Life

Save time by managing your investment online!

Digital Offerings

01

eDelivery

Enroll in eDelivery to receive notification of transactions, statements, and tax forms.

02

Automation

Have access to your personal performance daily and place trades online.

03

Digital Forms

Utilize our Digital Forms to expediate maintenances of your account.

How to enroll in eDelivery with BlackRock

IMPORTANT: If your account is not held directly with BlackRock (for example, if your account is through Merrill Lynch, Charles Schwab, Fidelity, etc.), you will need to contact that firm for information on the delivery of any materials. If you are not sure where your account is held, it is generally the firm where your account statements come from.

If your account is held at BlackRock:

  1. Login to your BlackRock mutual fund or 529 account
  2. Upon logging in you will notice a banner at the top of the screen prompting you to enroll. You may start the process by clicking the, “Sign up now”.
  3. Enter your email address and to check off the documents that you want to receive via eDelivery.
  4. Accept the terms and save your updates.
  5. To make updates after signing up click on the drop down next to your name, select “profile”. From there scroll down to the eDelivery heading. By clicking edit it will bring you to the same page as above.

If you haven’t already setup your online access please do so by going here, click the Register button, and follow the steps to sign up.

Please Note: When using a phone or tablet you will need to scroll to the bottom and click the button that says Desktop Site this will then reveal the Register button.

If your statements and mailings are coming from a different company (even if it references BlackRock), you should check with that company for eDelivery options.

Digital Forms and Applications

We are in the process of converting all of our documents to digital format. This will allow you to complete, sign and submit forms electronically. No need to print & sign then mail or fax to us. Look for the “Digital Form” indicated in the description on the Forms and Applications page of blackrock.com.

Frequently asked questions

  • eDelivery is electing to receive your account and fund related documents electronically instead of in the mail. For accounts that are held directly with BlackRock, you can enroll via our online Account Access.

  • Shareholders can choose to receive account statements, transaction confirmations, tax forms and fund literature such as prospectuses, semi-annual, and annual reports via eDelivery instead of in the mail. Whenever a document is issued, we’ll send you an automatic email alert with instructions for viewing and downloading the document.

    You must be registered for online account access before you can enroll in eDelivery. Due to the secure nature of the account access site, only registered shareholders themselves can apply (advisors cannot enroll on behalf of clients).

  • You may access your statements and tax forms for your account right from the main account information page. First scroll down the page, you will see a breakdown of your balance by account there you will find links to your statements and or tax forms.

  • Yes, the online documents are the same. The only difference is the delivery method.

  • You may access your statements and tax forms for your account right from the main account information page. First scroll down the page, you will see a breakdown of your balance by account there you will find links to your statements and or tax forms. After clicking the link you will have the option to download all of your previous statements or tax forms. Once you have downloaded the statement to your personal device you may print a paper copy.

  • Yes. There is flexibility within the eDelivery sign up process. You can choose to receive some documents via eDelivery while still receiving the others via U.S. mail. You can update the documents that you choose to receive via eDelivery under “My Communications”.

  • You may access all of our available digital forms by going to the Forms and Applications page of Click here to access the page.

  • Veda provides you with immediate assistance, directly onscreen, for questions related to account inquires such as beneficiary information, passwords, and security. Get the immediate support you need without waiting in the contact center queue.

Questions?

If you have a directly held BlackRock account and you have questions about signing up for eDelivery for a mutual fund or 529 savings plan account, please call one of the numbers below.

Note:
If your account is held at a financial intermediary, please contact them first for assistance.
Mutual funds
 800-441-7762
 8:00 a.m. - 6:00 p.m. ET
Blk College Advantage 529
 866-529-8582
 8:00 a.m. - 6:00 p.m. ET