Based on investor feedback, we’ve redesigned our monthly statements to make them easier to read, faster to scan, and more insightful. You’ll see the same key details, just presented in a cleaner, more intuitive format.
What’s different:
A more visual, organized layout
Clearer breakdowns of your returns, investments, and activity
Simplified summaries of what changed this month
It’s everything you’ve come to expect—just better.
What’s the same:
The same key details (account summary, earnings, investment activity, etc.)
Delivered as a downloadable PDF each month
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