If you are an institution, click below to learn more about our offerings for RIAs, Hedge Funds, Compliance Officers and more.

Statement Archive Policy

We provide free web-based access to the following account statements:

  • Daily account statements are available for the prior four years and year-to-date.
  • Monthly account statements are available for 60 months.
  • Annual account statements are available for the prior five years.
  • Statements are maintained for a period of 7 years.