StateTrust’s reporting system automatically sends E-Statements reports each month.
E-Statements are customized electronic reports, in which clients can view monthly detailed information about:
- Balances
- Holdings
- Trading activity
- Account profile data
Click here to see a Monthly E-Statement sample report. (PDF)
Comprehensive Reports
- Download Performance Report
- Download Fixed Income Distribution Report
- Download Fixed Income Appraisal Report
- Download Cash Flow Report
- Download Monthly Statements
Links of interest: