Every quarter you will receive a statement that you can view on the Account Info page. Downloading your account statement is a quick and easy process. Follow the steps below to access and download your statement.
How to Download Your Account Statement
Log in and navigate to the Account Info page.
Scroll down until you find the section labeled "Account Statements." This section provides an overview of your statements for each quarter.
Within the Account Statements section, you'll see a list of available statements for different quarters. Identify the quarter statement that you wish to download and click on the "Download PDF" button next to it.
After selecting the "Download PDF" button, your statement will begin to download automatically. Once the download is complete, locate the downloaded file on your device and open it using a PDF viewer. Upon opening the downloaded statement, you will have access to detailed information about your account. This includes your personal information, Fee Summary, Portfolio Basket Summary, Opening and Closing Asset Summary, and Trading Summary.
Have questions, comments, or concerns? Feel free to send an email to AdvisorySupport@Shrimpy.io and one of our Support Agents will get back to you as soon as we're able.