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How often do I receive statements? Where can I find them?

Statements are generated monthly and accessible on our online portal.

You will receive monthly statement notifications that your account statements are ready to view from TD Ameritrade. As a reminder, TD Ameritrade is the trusted custodian for your account. If you would like to view your account statements you can visit the Nest Egg web portal and click the "Documents" tab (pictured below).

documentstab