Email Fund Statements

Written by Nick Miles

Last published at: June 18th, 2019

Before you can email Fund Statments:

  1. Select Funds from the Home page.
  2. Click Fund Statements.
  3. Select a Statement Date or create a new fund statement. 
  4. Click Email All.

  • Once the fund statement batch print job is finished, fund statements will be emailed to all fund advisor's who have their statement type set to Email.

  • You can verify that the fund statement(s) have been sent by viewing the fund advisor's log.
    • Fund statement email logs will read, "Statement email sent to __(email address)__ for __(year-month)__."