Account Confirmation Letter
Instructions
To verify account information, run an Account Confirmation Letter report.
- Click Performance & Reports > Other Reports.
- Alternatively, click Menu in the top left corner > Reporting > Account Confirmation Letter.
- If you manage or maintain multiple accounts, the Account Selector opens. Select your account.
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Select the blue Run arrow icon to the right of Account Confirmation Letter.
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Select between With Net Liquidation Value or Without Net Liquidation Value, then select the language and click Run.
A printable version of the report is available.
