The Statements & Documents screen allows you to view documents and generate statements/gain and loss reports. This screen has the following three tabs:

The My Documents tab is the home for all existing Statements, Tax Forms, Confirms documents, the Other Documents and e-Signature documents. To view the remaining documents, you can click on the View All option. To view and download the documents, refer section Downloading a Historical Document (page 42).

The Generate Documents tab allows you to generate and download the Adhoc Statements/Gain and Loss Reports.To generate the statement and report, refer section Generating an Adhoc Statement (page 43) and section Generating a Gain/Loss Report (page 44).

The Orders & Instructions tab allows you to store and display documents on Wealthlink.

You can access this screen by clicking the Statements & Documents sub tab under the Account tab on the left menu panel.