Reporting

As a Wealth Co-Pilot member you will receive the following reporting:

  • Online access to your account. You can customize the format of your viewing screen to suit your preferences.
  • Monthly/Quarterly Statements.  These can be in paper or online form.
  • Quarterly Online access to various reports on your portfolio. Sample
  • Quarterly Market update. This report gives you a report on what has happened in various sectors of the investment world. It is a great way to bring you up to speed on facts. Sample
  • Daily news bulletin on the markets (optional). Sample
  • Weekly education email.