Account Confirmation Letter

You may run an Account Confirmation Letter report for verification of account information.

  1. Click Performance & Reports > Other Reports.
    • Alternatively, click Menu in the top left corner > Reporting > Account Confirmation Letter
  2. If you manage or maintain multiple accounts, the Account Selector opens. Select your account.
  3. Select the blue Run arrow icon to the right of Account Confirmation Letter.

  4. Select between With Net Liquidation Value or Without Net Liquidation Value and then select the language and click Run.

    You can view a printable version of the report to print for your records.