Investor Statements Overview

In order to create an Investor Statement, you'll first want to review the available Statement Templates, and if you do not see a template to your liking, create a new one.

Once you've found or created a Statement Template that you'd like to use, you can create a batch of Investor Statements.

After publishing and notifying your investors of the new document available (please note that this notification can be customized by navigating to Investor Settings > Portal Notifications and clicking the pencil icon next to the Statement Document Upload Notification), you have the opportunity to view what your investor will see on their portal as well as the notification they received.