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:

  1. Go the account dashboard on the Smart Investor page
  2. From the three-dot menu, select View statements
  3. Select the statement you'd like to access and print

If you're not redirected:

  1. Select the Statements tab
  2. Select View on the statement you’d like to access
Last updated February 28, 2025