Bulk statement feature expanded for additional users at the firm

We heard you asking for this option and are delighted to announce that we made it happen! We are excited to introduce a new feature to streamline your firm’s workflow and improve efficiency.

Now, master administrators or advisors who have the permission to create or edit users can enable a new permission that allows any advisor with user access to download bulk client statements. (For advisors keeping separate books of business, they will have “view only” access to ALL account statements associated with the firm.) Statements represent the previous quarter and will be replaced each quarter close.

This new feature eliminates the need for individual downloads — saving time, simplifying administrative tasks and empowering advisors to access multiple client statements in just a few clicks.

From the FAN — Spring 2025

Spring 2025 FAN

You can access your clients’ my529 tax documents
Bulk Statement feature expanded for additional users at the firm
Divorce: How advisors can help their clients navigate this transition

Updates coming to Target Enrollment Date option in July
On the road spreading the message of college savings
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