Dynamic Quarterly Account Statements
for your mutual fund accounts

NEW! You can now retrieve dynamic quarterly  account statements for your mutual fund accounts. This enhancement will complement your existing ability to generate custom statements on demand. These quarterly dynamic statements will capture the most up-to-date transaction information with Q1 2023 as the first quarterly reporting period. You can access these statements in the same way you have always retrieved your historical quarterly statements.  Going forward, these quarterly statements will be available immediately following the end of the quarter and will be accessible to you at any time.

• How to access the new quarterly custom account statements for your mutual fund accounts:
  
  
  • Log into InvestorOnline
  • Go to DOCUMENTS → Statements & Reports → Reporting Period → Select the year → Accounts → Select account(s)
     
• In addition, the Custom Reporting Feature has been enhanced to include "Your Holdings" section as one of the selectable sections to report on your custom account statement for mutual fund accounts.
  

For more information, please contact CI Client Services at service@ci.com or by calling 1‑800‑792‑9355.

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