You have the ability to change how you would like clients to receive their statements. Clients may choose to receive an e-mail when their statement is ready or they may choose to have it printed and mailed to their address.
Here are a few simple steps to walk you through this process:
- Go into the Investors Module on the sidebar
- Click on the Investor you would like to update
- Under the Profile Tab select Edit Profile
- Using “Statement Delivery Preference” toggle which statement delivery option they would like ("Notify me by email when my statement is ready", "Print and mail me my statement")
5. Once selection is made, click Save and the Edit Profile screen will automatically save and close