You can access all monthly statements and your annual tax forms either by logging into Ellevest or through the Folio Client site.
To access your statement at Ellevest, you’ll click on Investing & Banking in the top left-hand corner of your dashboard and then select Documents from the dropdown menu.
To access it on Folio Client:
- Find your Folio login and create a password. To find your Folio username, navigate to the user icon in the top right-hand corner and then select Login & Security. Your Folio username and login information will be at the bottom of the Login tab.
- Log into your Folio account, and visit the Statements and Tax Records page.
If you are having issues finding any of this information on your Ellevest Dashboard, please contact us at firstname.lastname@example.org.