To give you a better understanding of your portfolio’s finances, you can go to your Reports page.
Here's how to use your Reports page
Here’s how to use your Reports page
On your Homeowner dashboard, go to Reports
You will see three reports on this page: End of Month Statement, Mid Month Statement, and Tax Documents.
Select the type of report you wish to download to see a list of documents and click on the file icon under Download Report.
Owner Statements
Your End of Month and Mid Month Statements provide you with a comprehensive overview of your portfolio’s transactions, earnings, and fees within the covered period.
Read more about what’s in your owner statement.
Tax Documents
Tax documents include your Form 1099 and Annual Income Statement. For easy tax filing, read more about how to update tax details.
If you have any questions or concerns, talk to us in the Messages page of your dashboard.