You can access statements in our Reports modal by clicking on the margin bars at the top of the platform or reports icon in sidebar:
Click “Client Statements” and enter any filter you like and clicking on the link will download the file to PDF:
You can access statements in our Reports modal by clicking on the margin bars at the top of the platform or reports icon in sidebar:
Click “Client Statements” and enter any filter you like and clicking on the link will download the file to PDF: