How do I get a consolidated report in Client Portal?

DOWNLOAD ACTIVITY STATEMENTS

You can download consolidated Activity Statements via Client Portal:

  1. Log in to Client Portal.
  2. Click Performance & Reports followed by Statements under Reports**.**
  3. Select the statement type desired, and follow the steps presented to produce the report.
  4. If you manage or maintain multiple accounts, the Account Selector will open. Search for and select an account.
  5. In the Options drop-down, select how you want the statement to be configured for multiple selected accounts and/or partitions. Options include:
    1. Master Account Only
    2. Consolidated - Consolidated statements combine the data for multiple accounts into a single statement.
    3. Consolidated (Clients Only)
    4. All
    5. Concatenate All - Creates a separate statement per account.
    6. All (Clients Only)
    7. Concatenated (Clients Only)
  6. Click RUN.

Additional Information 

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Where can I see my cash balances in the Activity Statements?
How do I download my statement into GainsKeeper?
Where can I see information about deposits held and interest paid using the Insured Bank Deposit Sweep Program?