How to view or send a financial statement

To send your client a financial statement:

  1. Go to the Clients page
  2. Find the client whose financial statement you’d like to view

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  3. Click the More Options button
  4. Click View statement from the drop-down menu

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  5. Choose the time frame that you would like to generate the statement for
  6. Click Generate Statement
  7. Select either the print or email icon (in the top right corner)

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