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Accessing a Fund Statement
Accessing a Fund Statement

How do I find the documents and statements for my fund? Where are my statements?

Updated over a week ago

Fund statements are accessible via the Profile Settings menu for each user. Fund statements will only show for those users who have access to take actions on a fund account at The Signatry.

Some users may have multiple fund statements available in their profile. Watch the quick video below to learn how to navigate to the Documents center on your profile and download a fund statement.

To learn more about how to read through the items on a fund statement and to understand each section, visit our article "Fund Statement Overview."


Still need help? Call us at 913-310-0279 between 8:30 AM CT and 5 PM CT or click the button below submit a help ticket.

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