Simply log into NetX360 and click on Accounts>>All Accounts>>Documents>>Monthly Statements

Designate your target time period and save all documents as a combined PDF file for all clients, or as separate PDF files by account number to a designated folder on your desktop.  Repeat these steps for trade confirmations.  Once downloaded, back up all information to discs and maintain in a safe location if you prefer to take the extra precaution. 

 

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