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How To View Your Client Dividend Statement
How To View Your Client Dividend Statement

For Beneplan advisors only

Dusan Baic avatar
Written by Dusan Baic
Updated over 3 years ago

To access your client dividend statement, follow the steps below.

Please note only statements from 2020 and beyond will be available in the client platform.

  1. Select the desired client by clicking your name in top right corner and expanding the right hand menu


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


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

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



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