What is included in Account Statements?

Seraf provides quarterly, annual, and custom dated account statements which are located in the Documents & Reports section of your account under the tab for Account Statements. If you're an investor in an investment group or fund using Seraf's Enterprise Portal, you'll find your statements in the Reports section of your account.

Each statement provides a summary of your account, value, activity, returns, company valuations, charts and graphs, and key metrics. They can be printed out or downloaded as a PDF to share with tax accountants, wealth managers, advisors, and family members. For more specific information about account statements, see What's in my Quarterly Account Statement?

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