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.
If you are having issues finding any of this information on your Ellevest Dashboard, please contact us at firstname.lastname@example.org.