We provide valuations and cash statements every April, covering all your transactions from the past twelve months. If applicable, a composite tax certificate will be included. If you don’t sign in and view your account online during a quarter, we’ll also provide an account summary at the end of that quarter (excl. Child Trust Funds).
When new statements are available, we’ll email you, prompting you to sign into your account to view them. As an automatically generated email, this could go into your junk folder. You can check your statements by clicking on "My account" and then "Valuation Statements".