How to Access and Request Your Account Statements

How do you request account statements?

You can view and download account statements directly in the FundTap portal, or request them by email. Follow the steps below to access them in the portal.

How do I access and download statements in the portal?

Follow these steps:

1. Sign in to the FundTap portal.
2. Go to your business name in the top-right corner.
3. Select Statements.
4. Open the statement you need.

Can I still request statements by email?

Yes. Statements can also be sent to you when requested.