Learn about Statements & Reporting
We make it easy and convenient for you and your clients to access their statements, trade confirmations and tax documents.
- 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®.
- 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.
- 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.