How do I download my statement into GainsKeeper?

Clients may download their Activity Statements to GainsKeeper in Client Portal:

  1. Log in to Client Portal
  2. Click Performance & Reports followed by Statements under Reports
  3. Under Third-Party Downloads click Run next to GainsKeeper.

Additional Information

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Where can I see my cash balances in the Activity Statements?
Can you provide a signed Activity Statement?
How do I download my statement into MS Money?