You can access all monthly statements and your annual tax forms either by logging into Ellevest or through the Folio Client site. You'll need to follow these instructions from a desktop or laptop as this functionality currently isn't available in the app.
To access your statement at Ellevest, you’ll click on the user menu in the top right-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 menu in the top right-hand corner and then select Accounts. Your Folio username and login information will be listed under your Investment Account.
- Log into your Folio account, and visit the Statements and Tax Records page.