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

• 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?