You can view Statements and Reports by:
- Logging in to Client Portal
Switching to the NEW AM interface by clicking on the green button New AM at the bottom of the page. It will take you to an upgraded Client Portal interface. Then Click on the Menu item Performance & Reports. You will see a list of accounts on the right side.
After logging in, you can:
- View Activity Statements: Standard and customized statements are available as interactive online statements and downloadable PDFs.
- Run Activity Flex Queries: Highly customizable report templates for account activity in text or XML formats.