Where can I find my account statement?

Account statements are typically located in your account provider dashboard under “Account Info & Statements” or “Statements & Records”

Here are some examples of where to find your account statement from different providers:

Guideline

1. Click on “Statements” in the top navigation bar.

Wealthfront

1. Click on “Documents” in the top navigation bar.

Betterment

1. Click on “Documents” in the left navigation column.
2. Click on “Statements” tab.

Fidelity

1. Click on “Accounts & Trade” in the top navigation bar.
2. Click on “Statements” in the drop-down.

Alight

1. Click on “Savings & Retirement” in the top navigation bar.
2. Click on “Account and Management” in the upper left area of the screen.
3. Click on “Forms and Materials” in the drop-down.

Charles Schwab

1. Click on "Accounts" in the top navigation bar
2. Select your retirement account
3. Make sure "Statements" is ticked
4. In the search results, click on the statement document to view and download

Merrill

1. Click on "Accounts" in the top navigation bar
2. Click on "Statements" on the lower right-hand side of the screen