Introducing new WealthBar Statements

Introducing new WealthBar Statements

We’ve been engaged on methods to reinforce our person expertise, making it simpler for purchasers to completely perceive their investments. The end result — a brand new, extremely detailed WealthBar Assertion that might make even Marie Kondo proud!

Really understanding your investments goes a good distance in direction of growing higher investing habits. That’s why we’ve devoted loads of effort and time into creating these new detailed WealthBar Statements. 

What makes these new Statements nice?

Consolidation for a holistic view: Up to now, should you held a number of funding accounts, you'll have obtained a number of custodian statements. The brand new WealthBar Assertion rolls data supplied in these statements, into one, for a extra consolidated view. Plus, in case your account is linked to to another person’s, the brand new assertion will show key particulars of the linked account for a greater understanding of your general monetary image.
Whole transparency for max readability: We by no means need you to be not sure about your charges, or how your investments carried out. That’s why we’ve gone the additional mile to offer you in-depth data in a single simple to know assertion. Our new statements present an at-a-glance take a look at your price of return over a number of intervals, an in depth view of charges paid by account and sort, and a glossary of phrases used that will help you perceive precisely how we acquired these numbers.
Interactivity for faster comprehension: These new interactive statements are organized into tabs, enabling you to higher focus in on key data like your efficiency overview, holdings, exercise and charges. You can too modify the timeframe by month or yr for a macro or micro view of the data supplied.

How do I get entry? 

Entry these digital solely statements anytime by finding Statements from the drop-down menu. 

What occurs to my previous statements? 

You'll proceed to obtain custodian statements, solely now you’ll additionally obtain month-to-month WealthBar statements. In your added comfort, we’ve even made our new statements out there retroactively. 

We hope this enhancement will make understanding your investments even simpler. Go to the Statements FAQ web page should you wish to be taught extra in regards to the options or find out how to learn them.