You can find all account statements and tax forms in the “Documents” section of the website:
- After logging in to flourish.com, click on the “Documents” tab located on the top section of the main dashboard. (Alternatively, you can click on your name in the top right corner of any web page and then select “Documents” from the dropdown menu).
- On the Documents page, you can view all of the statements and tax forms associated with your individual, joint or institutional account.
- You can click “View” to view and download the statement.
The period for monthly account statements ends on the 7th calendar day of each month, and account statements are typically posted within a few business days of the end of the statement period. We will send you an email whenever new statements become available.