How Do I Access My Statement? – Vestwell Help Center

Your statements are available for download in the "Documents" section of your saver portal. They can be found under the "Personal" tab, where you may filter your statements by fiscal year or create a custom statement. Custom reports are limited to a one-year maximum range and must have an end date at least one day prior to the current date.

Note: Statements are generated quarterly. They are typically posted during the month following the previous quarter's end.

We hope this information is helpful. If you would like further assistance, please contact us at help@vestwell.com .

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