05 Jul How to Access Your Quarterly Statement at My Robo Adviser™
When you open your account with My Robo Adviser™, you receive quarterly statements which include holdings, balances and transactions that occurred in each account during the most recently completed quarter.
A separate statement is created for each account registration. For example, individual accounts will include information with respect to any individual/personal taxable accounts, Roth and Traditional IRA accounts. A separate statement will be created for any joint accounts you maintain with your spouse, or any Trust accounts.
To access your statements, go to www.MyRoboAdviser.com and log in to your account. Select the “Activity” tab. A full archive of your recent and quarterly statement history is available on the “Statements” sub-tab.
When your quarterly statements are available, you will receive an email notice when your statement is ready. My Robo Adviser™ has partnered with Betterment for Advisors for technology and custodial assistance to help us service your account. Betterment creates and uploads the quarterly statements.
If you have any questions about opening or funding your My Robo Adviser™ account or perhaps have another question about our services, you can contact us directly at 920.785.6012 or email us at email@example.com. My Robo Adviser™ has partnered with Betterment for Advisors as our technology solution to provide our services to our clients. Betterment maintains a support line you can also call for help with navigation, linking your accounts or other site functionality. You can call the support line at 800.400.1571.
Last updated, July 3, 2018
Disclosures: Content is for informational purposes only and is not intended as personalized financial planning or legal advice. Content is subject to change without notice. MyRoboAdviser.com provides investment recommendations based on a goals-based platform. Investments are not guaranteed, not bank insured, and may lose money. Investment Advisory Services provided to clients of My Robo Adviser™ by ETF Model Solutions, LLC, an SEC registered investment Adviser (registration does not imply any particular skill or training). Sub advisory services provided to clients of My Robo Adviser™ by Betterment, LLC, an SEC registered investment advisor. Brokerage services provided to clients of My Robo Adviser™ by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC. Certain content on the Betterment, LLC website, including projected returns, may not apply to MyRoboAdviser.com’s investment recommendations. Clients must agree to provide and maintain accurate and current information with respect to their goals and financial circumstances. MyRoboAdviser.com does not provide financial planning or tax advice. Past performance is no guarantee of future results.