Monthly statements provide a summary of your account activity.
What's included
- Account summary: Beginning and ending balances
- Cash activity: Deposits, withdrawals, dividends, interest
- Trading activity: Buys, sells, and other transactions
- Position summary: Your holdings at month-end
- Fees: Any fees charged during the period
Statement schedule
Statements are generated monthly, typically within the first week of the following month.
How to access
You can access your Statements in a few different ways. You can find them here, or by following the instructions below:
Aries Infinite (Web)
- Click the Profile Icon in the top right and click Deposit Funds to open the Client Center
- Click the E-Documents tab in the top navigation bar
- Select the Statement Documents sub-tab (it will highlight in green when active)
- You'll see your statements listed below
- Use the Statement Year dropdown to select the year
- Click Download PDF next to any date to download that statement
Aries Mobile
- Click the Settings Gear in the top right and click E-Documents
- Select the Statement Documents sub-tab (it will highlight in green when active)
- You'll see your statements listed below
- Use the Statement Year dropdown to select the year
- Click Download PDF next to any date to download that statement
Keep in mind
Review your statements regularly to verify all transactions are accurate. Report any discrepancies to support promptly.