Learn about Statements & Reporting

We make it easy and convenient for you and your clients to access their statements, trade confirmations and tax documents.

Statements

  • Monthly statements are available for your clients to view online within 2 days of the last day of the previous month.
  • You have the ability to download a bulk file of all client statements monthly.
  • Advisors can also view monthly client statements directly on Veo®.

Trade Confirmations

  • Clients can choose to receive daily or quarterly confirmations.*
  • Confirmations are also available via a download for advisors.

* Clients will need to opt-in for quarterly confirmations and are required to have a discretionary account.

Tax Forms

  • All required tax documents will be mailed directly to your clients.
  • The tax documents are available to you and your clients online.
  • The tax forms will also be posted on Veo for you to view.
  • Additionally, select tax forms will be available for download.