InvestNext gives you the ability to generate PDF statements for your investors, either individually or in bulk.
With InvestNext, investors can log into their portal and view all of their historical transactions and investment performances. A PDF of their Statements provides another way for investors to review this information.
Step-by-Step Instructions:
STEP 1. Navigate to 'Accounts' in the Portal's Main Menu:
STEP 2. Checkmark the top checkbox to select all Investing Accounts. Click the 'Actions' button, and then 'Build Statement':
STEP 3. Select the 'Dates' the Statement should pull from. Then checkmark the options of your preference:
NOTE: If "enable investor portal access" is selected, InvestNext will send investors an email notification of the new documents created and available for download in their investor portal 'Documents' tab.
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