You can configure statements to be sent via email in Client Portal:
- Log in to Client Portal.
- Click Performance & Reports followed by Statements under Reports.
- In the Delivered Statements panel click the Configure (gear) icon. You will see Notification Defaults, Daily Activity Statements, and Monthly Activity Statements.
- Click the Configure (gear) icon in either Daily Activity Statements or Monthly Activity Statements, whichever you would like to have emailed to you.
- Select Email from the Delivery Method drop-down and select the report you wish to have emailed.
- Once finished, click CONTINUE.
- Review your selections and click CONTINUE again to save them.
Additional Information
- Delivered Statements in the Client Portal Users' Guide.