Do you send paper statements?

Quarterly statements are automatically mailed to the client’s residential address. To request the quarterly statement be mailed to the client's mailing address or to request a special exception to not receive the quarterly statements, the client must personally submit a webticket or a physical letter with the request…

DOWNLOAD ACTIVITY STATEMENTS

You can generate an Activity Statement in Client Portal for your paper trading account which contains information about account activity including positions, cash balances and transactions for your account:…

Quarterly statements for financial advisor clients are mailed out the third week after the previous quarter ended…

No, statement delivery can only be configured by the client via their Client Portal.

Additional Information…