Your Client Statement

For more information, click on the image that best resembles your statement.*

Statement Changes 

We’re committed to continually improving your client statement experience.

Your new statement features:

  • Consolidated view of your investment portfolio, eliminating multiple statement types.
  • Easy to read market value and totals for both individual and joint accounts.

Important Notice

If you were an existing client in December 2018, you would have received a notice of important changes occurring to your account. Click here for a copy of that mailing

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Have Questions?

Contact your IG Consultant who is always ready to help. You may also contact us regarding your new statement.

Fees

Learn more about fees and charges that are paid either directly by you, or by the funds that you invest in.

About Fees