Where can I find account statements?

Betterment automatically uploads monthly statements in PDF format, typically by the end of the second full week of the month for the previous month. To download your monthly statements: Web browser: Log in to your account. Select Documents from the menu to download monthly account statements. Mobile app: Log in to the app. Tap the three lines in the upper left-hand corner to open the menu. Tap Documents. Tap Statements. Custom Account Statements If you require a custom account summary for ...

Crypto

Managing my account

Betterment automatically uploads monthly statements in PDF format, typically by the end of the second full week of the month for the previous month. To download your monthly statements: Web browser: Log in to your account. Select "Documents" from the menu to download monthly account statements. Mobile app: Log in to the app. Tap the three lines in the upper left-hand corner to open the menu. Tap "Documents". Tap "Statements". Custom Account Statements If you require a custom account summary for ...
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