Reports

Reports provide official summaries of your accounts and financial activity. They are built using the Wealth Access widgets. These reports help you review balances, transactions, and performance over time.

How you can use reports

• Feel confident in your decisions by verifying transactions, fees, and investment results independently
• Prepare for more productive conversations with your advisor by reviewing reports in advance and asking better questions
• Maintain organized records for taxes, audits, or estate planning with secure access to historical documents
• Take control of your financial information without relying on email chains or repeated document requests

Once generated, you can:

• View the report on screen
• Download it as a PDF or CSV export
• Save it for future reference

Running a report allows you to generate a customized view of your financial information for a selected time period using any of our widgets. It helps you review performance, analyze holdings, and answer specific financial questions on demand. Reports can be downloaded and saved, giving you a clear, organized snapshot of your financial picture whenever you need it.