How do I access statements for my investment account?
From the home page, select the investment account you'd like to review statements for.
If you’re redirected to the Smart Investor page:
- Go the account dashboard on the Smart Investor page
- From the three-dot menu, select View statements
- Select the statement you'd like to access and print
If you're not redirected:
- Select the Statements tab
- Select View on the statement you’d like to access
Last updated February 28, 2025