If you require a client statement you can pull this off of the Investors profile.

  1. Access the Investor Module by clicking on the icon on the left hand side menu.

2. Scroll down to "Securities Held by Investor" and select the Preview Statement button on the far right.

3. The only required field is the "What type of statement?" section. The rest of the sections you can customize to your preference. After complete, select Show Preview.

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