Reporting & Sharing Investments

Reporting

• What is included in Account Statements?
• What's in my Account Statement?
• Can I download reports?
• Can I export my data from Seraf?
• How do I print reports?
• What makes a report "overdue" on my Dashboard?

Sharing Investments

• Can I share deal information with colleagues?
• How do I share investment records with co-investors?
• How can I share my investment data with family or advisors?
• How does sharing records work?
• What does the email say when I share an investment record with someone?
• Can I edit the message that gets included when I share with a colleague?

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