Downloading Your Statements
Access and download account statements
Download PDF or xls statements for your records, taxes, or audits.
Accessing Statements:
- Tap "Account" in the bottom navigation
- Then choose "Statements"
- Choose the statement Type (Cash, Daily or IC's)
- Choose your preferred period
- Press Generate Statement.
What's Included: Each statement shows:
- Opening balance
- All deposits
- All withdrawals
- Earnings/accruals
- Closing balance
- Important disclosures
Downloading:
- Select the statement period
- Tap "Download"
- Save the file to your device
- Access anytime offline
Using Statements:
- Keep for tax purposes
- Share with accountants
- Track your investment performance
- Verify all transactions