eDelivery Tutorial | Bob Bennie Wealth Management in Lincoln, NE

This video is a walk-through of how to access eDelivery documents in your client portal. The steps are outlined below:

Step 1

Once 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.

Once inside the Vault, you will go to "Brokerage Account Documents"

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.

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.