This feature is available via the Adviser Portal desktop version only.
To access a specific client Account Holding Statement:
Step 1
Navigate via the Adviser Dashboard page to the specific clients account.
Step 2
Select the 'View Statement' button, located on the right-hand side of the page.
Step 3
Scroll down and select 'Account Holding Statements' followed by which year you require. Once selected, the statement will document.