How do I access my Quarterly Statement?

Seraf customers can access their quarterly account statement by visiting the Documents & Reports section of their account. Just select the tab for Account Statements, enter your desired time period and click Generate Report. For more information about account reporting, see What's in my Quarterly Account Statement?

If you're an investor in an investment group or fund using Seraf's Enterprise Portal, you'll find your statements in the Reports section of your account. 


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