InvestNext

Similar to how your brokerage account might send you a PDF statement summarizing your investments and transactions to date, InvestNext gives you the ability to generate PDF statements for your investors. This can be done on a per-investor-basis or in bulk.

While investors are able to log into their portal and view all of their historical transactions and investment performance, PDF statements provide an alternative format for investors to review this information.

<a href="https://support.investnext.com/en/articles/5442216-how-to-send-a-project-bulk-batch-statement" target="_blank">How to send a project bulk statement</a>

<a href="https://support.investnext.com/en/articles/4739702-how-to-build-an-investor-statement" target="_blank">How to build an investor statement</a>

- <a href="https://support.investnext.com/en/articles/5442216-how-to-send-a-project-bulk-batch-statement" target="_blank">How to send a project bulk statement</a>
- <a href="https://support.investnext.com/en/articles/4739702-how-to-build-an-investor-statement" target="_blank">How to build an investor statement</a>

In this article we will provide a brief overview on investor statements

Statements: a brief overview

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