How do I access Client Account Holding Statement?

To access a specific client Account Holding Statement:

Step 1

Navigate via the Adviser Dashboard page to the specific clients account.

Step 2

Select the 'View Statement' button, located on the right-hand side of the page.

Step 3

Scroll down and select 'Account Holding Statements' followed by which year you require. Once selected, the statement will document.

Updated on: 01/10/2025