How To: Retrieve Electronic Documents This video is a walk-through of how to access eDelivery documents in your client portal. The steps are outlined below: Step 1 Visit Your eMoney Client PortalOnce you've logged in, go into your secure Vault.Pro Tip: Bookmark your client portal page for easy access. You can also always access your page from the "Account Access" tab at bobbennie.com. Step 2 Once inside the Vault, you will go to "Brokerage Account Documents" Step 3 You will see a list of the types of documents that are available for your access. Most often, you will be opening the "Statements" file.Once you open this file, you will see a folder for each Kestra account in your household. Step 4 Once you have selected an account to view documents for, you will see a list of time frames to select from.Pro tip: Selecting "Last 30 Days" will be the easiest way to access your most recent account statement.