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How do I access client account documents & performance reports?

  • Updated

Tax Documents, Statements, Trade Confirmations:

  1. Login to app.zoefin.com
  2. Click the “Client” tab on the left hand side
  3. Either in the global search bar in the upper right hand corner or in the Client Name search bar in the upper left hand corner, search for the client. You can also search by account number. 
  4. Click the account you'd like to review documents for.
    • Click the account number specifically. Clicking on the client's name will take you to the client's page. 
  5. Next, click on 'Documents' on the right side of the screen
  6. Tax documents will be grouped together with your statements and trade confirmations. 1099’s will be titled “Tax Form.”

Performance Reports:

  1. Log into app.zoefin.com 
  2. Click the “Accounts” tab on the left hand side
  3. Either in the global search bar in the upper right hand corner or in the Client Name search bar in the upper left hand corner, search for the client you would like to generate a performance report for
  4. Click the three dots on the right hand side
  5. Click "Generate Performance Report" 
  6. Select either the entire household or which accounts within the household you would like to create a performance report for. 
  7. Select the report period & any sub-reports you would like to run 
  8. Click "Generate" on the bottom right corner 
  9. Wait a few moments. The report will pop up for download on your dashboard.