Reporting & Sharing Investments

Reporting

• What kind of reporting does Seraf offer?
• Does Seraf offer custom reporting?
• What is included in Account Statements?
• What's in my Account Statement?
• Can I download reports?
• Can I export my data from Seraf?

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Sharing Investments

• How can I share my investment data with family or advisors?
• The link to add shared information to my account expired. What should I do?
• Will my personal transaction details be shared?