Account statement: We provide you with a quarterly account statement in your Scalable Mailbox , which shows the status of your assets as of the last day of the preceding quarter. This free service is provided exclusively in digital form. The account statements are available to you in your Scalable Mailbox at the beginning of each quarter.
Financial status: Should you require proof of your account balance and assets as of a specific reporting date—for example, for loan applications, student aid applications, or to prove ownership of a specific individual position—you can request a financial status in your profile.
In the app or web view, go to "Profile" > "Personal Information" > "Copy of your data" > "Request financial status".
Select the desired reporting date and confirm the request.
The financial status will then be uploaded to your Scalable Mailbox.