How To Access Your Dividend Statement

For Beneplan member clients

Dusan Baic avatar
Written by Dusan Baic
Updated over a week ago

To access your dividend statement, follow the steps below.

Please note only primary account holders can access dividend statements and only statements from 2020 and beyond will be available in the client platform.

  1. Go to Reports, found in the top navigation bar



  2. Scroll to find "Dividend Statement" and click on the title.


  3. Click on the download icon to retrieve the dividend statement


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