Account Access

WebCONNECT: Client access to Investia website(external link)

Good news! A new transaction report has been made available on your client portal. This report allows you to obtain a breakdown of your account transactions for a selected period, which you may view on screen or print in PDF format for future reference. For added convenience, you may customize the display of your report by sorting categories to your liking (by date, transaction type, etc.)

To access this new feature, simply click on the link above, sign in to your client portal, then click "Transaction Reports".