--- title: Statements --- [Skip to content](https://content.wealthaccess.com/statements#main-content) [![](https://content.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com) - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us Open main navigation Close main navigation - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us - [Request Demo](https://www.wealthaccess.com/request-demo/) [Request Demo](https://www.wealthaccess.com/request-demo/) [Back to Knowledge Base](https://info.wealthaccess.com/knowledge-base?hsLang=en) ### Statements Statements are official account documents that summarize activity, balances, and holdings for a specific time period. You can view, download, and store your statements directly in the portal. #### What are statements? Statements typically include: - Beginning and ending balances - Deposits and withdrawals - Investment transactions - Holdings and positions - Performance details (for investment accounts) They provide a record of what happened in your account during a given month or quarter. #### Where to find your statements 1. Log in to your portal. 2. Select **Documents** from the main navigation menu. 3. Choose **Document Vault**. 4. Use filters (such as account or date) to locate the statement you need. If your advisor has enabled account-level documents, you may also find statements directly within a specific account view. #### How to download a statement - Open the statement from the Document Vault. - Select **Download** to save a copy to your device. Downloaded files are typically in PDF format. #### How often statements are available Statement frequency depends on the type of account and your firm’s setup. Common schedules include: - Monthly - Quarterly - Annually (for tax-related documents) If you’re unsure when to expect a statement, your advisor can clarify your account’s schedule. #### Going paperless Many firms offer paperless delivery, which allows you to: - Receive statements electronically - Access documents faster - Reduce paper mail If paperless delivery is available, you can update your preferences in your account settings or by contacting your advisor.   #### If you don’t see a statement If a statement is missing: - Confirm you’re viewing the correct account - Check the date range or filters - Make sure the reporting period has closed If you still don’t see what you expect, contact your advisor or Support for assistance. ## All Documents Articles ### Account Level Documents Statements and files tied to a specific account in Wealth Access. [Read more](https://content.wealthaccess.com/account-level-documents?hsLang=en) ### Document Vault A secure place to store, view, and manage financial documents in Wealth Access. [Read more](https://content.wealthaccess.com/document-vault?hsLang=en) ### Reports Official summaries of your accounts and financial activity. [Read more](https://content.wealthaccess.com/document-reports?hsLang=en) ### Statements Account documents that summarize activity, balances, and holdings for a specific time period. [Read more](https://content.wealthaccess.com/statements) ### Advisor Shared Documents Files advisors provide to support financial planning. [Read more](https://content.wealthaccess.com/advisor-shared-documents?hsLang=en) ### Personal Document Uploads Allows clients to add personal files to Wealth Access. [Read more](https://content.wealthaccess.com/personal-document-uploads?hsLang=en) ### Downloading Documents Save or send files from Wealth Access. 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