Account Confirmation Letter
You may run an Account Confirmation Letter report for verification of account information.
- Click Performance & Reports > Other Reports.
- Alternatively, click Menu in the top left corner > Reporting > Account Confirmation Letter
- If you manage or maintain multiple accounts, the Account Selector opens. Select your account.
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Select the blue Run arrow icon to the right of Account Confirmation Letter.
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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.
